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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
EIP
2426
Ellis Investment Partners
Pennsylvania
$274K -$23.1K -513 -7%
FFWM
2427
Future Financial Wealth Management
Ohio
$274K +$226 +5 +0.1%
MWM
2428
Mattern Wealth Management
Kansas
$273K -$976K -21,641 -77%
JGIA
2429
Jackson Grant Investment Advisers
Connecticut
$273K +$45 +1 +0%
UC
2430
Unio Capital
New Jersey
$272K – – –
AAIM
2431
Asset Advisors Investment Management
Georgia
$272K +$18.3K +405 +7%
NPF
2432
Norris Perne & French
Michigan
$272K +$298K +6,610 New
DI
2433
DFPG Investments
Utah
$271K -$35.5K -786 -10%
PFC
2434
Phocas Financial Corp
California
$271K -$11.3K -250 -4%
SWA
2435
SFMG Wealth Advisors
Texas
$271K +$50.1K +1,111 +20%
OWA
2436
Opal Wealth Advisors
New York
$270K -$33.1K -734 -10%
PCI
2437
Planning Center Inc
Illinois
$270K -$3.83K -85 -1%
AWM
2438
Affinity Wealth Management
Delaware
$268K +$78.5K +1,740 +34%
WA
2439
WP Advisors
California
$267K +$7.22K +160 +3%
FA
2440
Faithward Advisors
Pennsylvania
$266K – – –
PAM
2441
Peak Asset Management
Colorado
$265K – – –
ISB
2442
Iowa State Bank
Iowa
$264K -$454K -10,067 -61%
SCA
2443
Scott Capital Advisors
Oregon
$264K +$20K +444 +7%
KWM
2444
Keebeck Wealth Management
Illinois
$263K – – –
C
2445
Certuity
Florida
$263K +$22.8K +505 +9%
KFS
2446
Kaizen Financial Strategies
California
$262K +$10K +222 +4%
JMF
2447
Johnson Midwest Financial
Iowa
$261K +$316 +7 +0.1%
PIA
2448
Powell Investment Advisors
Florida
$261K +$9.7K +215 +4%
SHWM
2449
Silicon Hills Wealth Management
Texas
$260K -$15K -333 -5%
SCA
2450
Southern Capital Advisors
Tennessee
$260K +$226 +5 +0.1%
96 97
98
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