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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
SWIM
2426
Smallwood Wealth Investment Management
New Jersey
$200K +$199K +6,986 New
HBT
2427
Hills Bank & Trust
Iowa
$200K +$2.83K +99 +1%
JGIA
2428
Jackson Grant Investment Advisers
Connecticut
$197K – – –
TFGT
2429
TS Financial Group (TSFG)
Illinois
$196K +$5.68K +199 +3%
OPTFSNA
2430
Old Point Trust & Financial Services N A
Virginia
$192K -$80K -2,805 -30%
PIA
2431
Powell Investment Advisors
Florida
$181K – – –
WP
2432
WealthPLAN Partners
Nebraska
$181K +$20.6K +723 +13%
SIS
2433
Sound Income Strategies
Florida
$179K +$15.2K +533 +9%
FP
2434
Financial Perspectives
Minnesota
$179K +$742 +26 +0.4%
TFP
2435
Tilia Fiduciary Partners
North Carolina
$176K -$339K -11,897 -66%
JAM
2436
JCIC Asset Management
Ontario, Canada
$176K -$856 -30 -0.5%
JWA
2437
JFS Wealth Advisors
Pennsylvania
$175K +$22.7K +797 +15%
BWM
2438
BerganKDV Wealth Management
Minnesota
$174K -$50.9K -1,784 -23%
PCFFS
2439
Pacific Center for Financial Services
California
$170K +$171 +6 +0.1%
UCB
2440
United Community Bank
South Carolina
$170K +$97.2K +3,405 +136%
PMFA
2441
Plante Moran Financial Advisors
Michigan
$169K +$10.4K +365 +7%
BFPW
2442
BOK Financial Private Wealth
Colorado
$165K -$8.25K -289 -5%
ETC
2443
Exchange Traded Concepts
Oklahoma
$162K +$11.2K +392 +7%
MTIC
2444
Missouri Trust & Investment Company
Missouri
$162K +$6.85K +240 +4%
RFA
2445
Resurgent Financial Advisors
Georgia
$161K -$1.04M -36,583 -87%
SFG
2446
Steward Financial Group
Texas
$160K -$8.25K -289 -5%
WTA
2447
Washington Trust Advisors
Massachusetts
$160K +$171 +6 +0.1%
SGC
2448
Slocum, Gordon & Co
Rhode Island
$160K -$2.57K -90 -2%
GWSG
2449
GPS Wealth Strategies Group
Colorado
$157K -$9.02K -316 -5%
DAL
2450
Delta Accumulation LLC
California
$154K +$1.14K +40 +0.8%
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