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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
BWA
2426
Burt Wealth Advisors
Maryland
$204K +$34.7K +1,052 +17%
GFG
2427
Goldstone Financial Group
Illinois
$203K +$234K +7,087 New
MCA
2428
Magnolia Capital Advisors
Mississippi
$202K -$14K -423 -6%
RCM
2429
Radnor Capital Management
Pennsylvania
$202K +$233K +7,055 New
VCM
2430
Versant Capital Management
Arizona
$202K +$25.4K +770 +12%
MWM
2431
Maltin Wealth Management
New Jersey
$201K +$11.8K +358 +5%
B
2432
Barings
North Carolina
$201K -$88.5K -2,682 -28%
VCM
2433
Vivaldi Capital Management
Illinois
$201K -$63.8K -1,933 -22%
HBT
2434
Hills Bank & Trust
Iowa
$197K -$1.72K -52 -0.8%
JGIA
2435
Jackson Grant Investment Advisers
Connecticut
$196K +$7.33K +222 +3%
TFGT
2436
TS Financial Group (TSFG)
Illinois
$189K -$14.7K -446 -6%
EWA
2437
EP Wealth Advisors
California
$185K +$4.64M +140,680 +100%
OA
2438
Operose Advisors
Wisconsin
$185K +$79K +2,392 +59%
PA
2439
PSI Advisors
Florida
$184K +$20.6K +625 +11%
PIA
2440
Powell Investment Advisors
Florida
$181K – – –
CFO
2441
CVA Family Office
Colorado
$181K -$311K -9,431 -60%
YDMI
2442
Y.D. More Investments
Israel
$181K +$3.7K +112 +2%
SFM
2443
Spartan Fund Management
Canada
$180K +$208K +6,300 New
CA
2444
Crewe Advisors
Utah
$179K -$14.6K -442 -7%
FP
2445
Financial Perspectives
Minnesota
$177K +$825 +25 +0.4%
WOC
2446
West Oak Capital
California
$177K +$59.4K +1,800 +41%
JAM
2447
JCIC Asset Management
Ontario, Canada
$177K -$11.4K -344 -5%
PCM
2448
Penserra Capital Management
California
$174K -$4.79K -145 -2%
BFPW
2449
BOK Financial Private Wealth
Colorado
$173K +$9.54K +289 +5%
FA
2450
Fortis Advisors
Pennsylvania
$172K – – –
96 97
98
99 100