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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
PI
2401
Pettee Investors
Connecticut
$287K – – –
CW
2402
CIC Wealth
Maryland
$287K -$1.65K -48 -0.6%
HBT
2403
Hills Bank & Trust
Iowa
$287K +$13.7K +400 +6%
IWS
2404
Insight Wealth Strategies
California
$286K +$259K +7,546 New
SFG
2405
SNS Financial Group
Minnesota
$286K +$32.5K +947 +14%
TW
2406
Traveka Wealth
California
$285K +$10.9K +317 +4%
A
2407
AJOVista
Massachusetts
$285K – – –
CAL
2408
Capital Advisors Ltd
Ohio
$285K +$6.8K +198 +3%
BA
2409
Bristlecone Advisors
Washington
$285K +$240 +7 +0.1%
CTFG
2410
Capstone Triton Financial Group
Oklahoma
$285K +$206 +6 +0.1%
VC
2411
Veery Capital
Delaware
$284K +$515 +15 +0.2%
BSA
2412
Bull Street Advisors
Georgia
$284K – – –
CCM
2413
Chickasaw Capital Management
Tennessee
$284K – – –
PMG
2414
Private Management Group
California
$284K -$103K -3,000 -29%
SWM
2415
Shelton Wealth Management
Texas
$284K -$28.8K -838 -10%
CFC
2416
Coyle Financial Counsel
Illinois
$283K +$515 +15 +0.2%
CCWM
2417
Correct Capital Wealth Management
Missouri
$283K – – –
CPA
2418
Capital Performance Advisors
California
$283K -$23.5K -686 -8%
SLT
2419
St Louis Trust
Missouri
$282K +$257K +7,474 New
FA
2420
Fountainhead AM
New Jersey
$282K +$33.6K +978 +15%
PS
2421
Planned Solutions
California
$281K – – –
TAM
2422
Tucker Asset Management
Colorado
$281K +$43K +1,253 +20%
MPCA
2423
Madison Park Capital Advisors
Washington
$281K +$103 +3 +0%
LPAM
2424
Lodestar Private Asset Management
California
$281K -$3.6K -105 -1%
GPA
2425
Guerra Pan Advisors
New Jersey
$281K -$4.05K -118 -2%
95 96
97
98 99