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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
2376
TriaGen Wealth Management
California
$217K – – –
WCG
2377
Weaver Consulting Group
California
$217K -$2.17K -76 -1%
JF
2378
JSF Financial
California
$217K -$34.3K -1,201 -14%
BEAM
2379
Baker Ellis Asset Management
Washington
$215K – – –
BSA
2380
Bull Street Advisors
Georgia
$215K – – –
WCFA
2381
Walkner Condon Financial Advisors
Wisconsin
$215K +$214K +7,489 New
BA
2382
Bristlecone Advisors
Washington
$215K -$14K -492 -6%
BWL
2383
Bogart Wealth LLC
Virginia
$214K +$5.99K +210 +3%
HFS
2384
Heritage Financial Services
Massachusetts
$214K -$26.3K -920 -11%
VCM
2385
Vivaldi Capital Management
Illinois
$212K +$10.9K +381 +5%
BFIM
2386
Beese Fulmer Investment Management
Ohio
$212K – – –
MAA
2387
Matrix Asset Advisors
New York
$212K +$29 +1 +0%
IP
2388
Investment Partners
Ohio
$212K -$75.2K -2,636 -26%
WTFG
2389
Wells Trecaso Financial Group
Ohio
$212K -$1.94K -68 -0.9%
WWC
2390
Waypoint Wealth Counsel
Georgia
$212K -$780K -27,349 -79%
NSB
2391
Norway Savings Bank
Maine
$211K – – –
LAM
2392
Lifestyle Asset Management
Texas
$211K +$210K +7,354 New
SG
2393
Sharper & Granite
California
$210K – – –
CAL
2394
Capital Advisors Ltd
Ohio
$210K +$155K +5,421 +284%
FOA
2395
Five Oceans Advisors
California
$210K +$4.51K +158 +2%
RRWA
2396
Rainey & Randall Wealth Advisors
Florida
$209K +$1.11K +39 +0.5%
IIM
2397
Ironwood Investment Management
Massachusetts
$208K – – –
FNBOSM
2398
First National Bank of South Miami
Florida
$208K -$26.6K -932 -11%
PS
2399
Planned Solutions
California
$208K – – –
BA
2400
Ballast Advisors
Minnesota
$207K -$5.54K -194 -3%
94 95
96
97 98