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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
BFIM
2426
Beese Fulmer Investment Management
Ohio
$281K – – –
RRWA
2427
Rainey & Randall Wealth Advisors
Florida
$280K +$1.27K +37 +0.5%
FOA
2428
Five Oceans Advisors
California
$280K +$2.61K +76 +1%
CPC
2429
Consolidated Planning Corp
Georgia
$280K -$23K -671 -8%
SWIM
2430
Smallwood Wealth Investment Management
New Jersey
$280K – – –
IPW
2431
Intergy Private Wealth
Colorado
$280K +$3.85K +112 +2%
BSB
2432
Bangor Savings Bank
Maine
$279K -$4.29K -125 -2%
CWA
2433
Consilio Wealth Advisors
Washington
$279K +$253K +7,361 New
AC
2434
Annandale Capital
Texas
$279K -$3.57K -104 -1%
NWA
2435
Navis Wealth Advisors
New York
$279K +$1.3K +38 +0.5%
LCM
2436
Logan Capital Management
Pennsylvania
$278K -$1.72K -50 -0.7%
SCA
2437
Sandy Cove Advisors
Massachusetts
$277K +$251K +7,314 New
TBWA
2438
Three Bridge Wealth Advisors
California
$277K – – –
BWP
2439
Balboa Wealth Partners
Arizona
$276K +$250K +7,283 New
WDG
2440
Wealth Dimensions Group
Ohio
$276K -$6.59K -192 -3%
RMCM
2441
Reynders McVeigh Capital Management
Massachusetts
$276K -$155K -4,503 -38%
WG
2442
Wealth Group
North Carolina
$275K +$249K +7,265 New
WTFG
2443
Wells Trecaso Financial Group
Ohio
$275K -$5.15K -150 -2%
SL
2444
Sentry LLC
Tennessee
$274K – – –
NWM
2445
Northcape Wealth Management
New York
$274K -$18.9K -550 -7%
MWM
2446
Maltin Wealth Management
New Jersey
$274K +$1.41K +41 +0.6%
WCG
2447
Weaver Consulting Group
California
$274K – – –
IFO
2448
Independent Family Office
New York
$274K – – –
SAI
2449
Savvy Advisors Inc
New York
$274K +$23.2K +676 +10%
JCM
2450
Jacobsen Capital Management
Utah
$273K -$49.7K -1,447 -17%
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98
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