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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
WFA
2401
Wipfli Financial Advisors
Wisconsin
$288K +$315K +6,983 New
HBT
2402
Hills Bank & Trust
Iowa
$287K +$19.7K +436 +7%
VCM
2403
Vivaldi Capital Management
Illinois
$286K -$45 -1 -0%
WCWM
2404
Willow Creek Wealth Management
California
$286K – – –
PWAC
2405
Private Wealth Advisors (California)
California
$286K +$767 +17 +0.2%
FOA
2406
Five Oceans Advisors
California
$285K +$9.88K +219 +3%
MS
2407
Madden Securities
Texas
$285K +$312K +6,912 New
GHA
2408
GW Henssler & Associates
Georgia
$284K -$38.4K -852 -11%
G
2409
GenTrust
Florida
$284K – – –
NB
2410
Northwest Bancshares
Pennsylvania
$284K – – –
TWM
2411
Thrive Wealth Management
Pennsylvania
$284K +$35.7K +791 +13%
CIM
2412
Contravisory Investment Management
Massachusetts
$284K +$310K +6,880 New
CCA
2413
Cottonwood Capital Advisors
Utah
$283K -$1.76K -39 -0.6%
CC
2414
Cypress Capital
Tennessee
$283K – – –
WAM
2415
Winslow Asset Management
Ohio
$282K -$18K -400 -6%
TA
2416
Trellis Advisors
Washington
$282K +$2.08K +46 +0.7%
EAM
2417
Empirical Asset Management
Massachusetts
$282K +$308K +6,835 New
F
2418
F3Logic
Minnesota
$281K -$26K -576 -8%
BA
2419
Ballast Advisors
Minnesota
$281K +$20.5K +455 +7%
RG
2420
Retirement Group
California
$280K +$27.3K +604 +10%
TFGT
2421
TS Financial Group (TSFG)
Illinois
$279K +$496 +11 +0.2%
T
2422
TCWP
Ohio
$278K +$35.1K +779 +13%
APW
2423
Austin Private Wealth
Texas
$277K -$76K -1,685 -20%
BWA
2424
Bordeaux Wealth Advisors
California
$276K +$70.5K +1,562 +30%
SEP
2425
Southland Equity Partners
Missouri
$275K -$180 -4 -0.1%
95 96
97
98 99