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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
PWMG
2426
Pinnacle Wealth Management Group
Michigan
$311K -$116K -2,900 -27%
MCCA
2427
Mill Creek Capital Advisors
Pennsylvania
$311K -$41.8K -1,042 -12%
ECA
2428
Elevated Capital Advisors
Utah
$311K +$314K +7,827 New
HCM
2429
Hengehold Capital Management
Ohio
$310K +$62.3K +1,555 +25%
EMAM
2430
Encompass More Asset Management
California
$310K +$89.7K +2,237 +40%
CBT
2431
CoreFirst Bank & Trust
Kansas
$309K – – –
RFM
2432
Royal Fund Management
Florida
$309K +$3.89K +97 +1%
IWS
2433
Insight Wealth Strategies
California
$309K +$312K +7,792 New
WFA
2434
Websterrogers Financial Advisors
South Carolina
$309K -$23.6K -589 -7%
TF
2435
Tompkins Financial
New York
$309K +$18.2K +453 +6%
HBT
2436
Hills Bank & Trust
Iowa
$309K +$8.74K +218 +3%
IAG
2437
Investment Advisory Group
Massachusetts
$308K +$2.16K +54 +0.7%
BWA
2438
Burt Wealth Advisors
Maryland
$308K -$13.8K -344 -4%
PIA
2439
Pinion Investment Advisors
Kansas
$308K +$311K +7,750 New
KOC
2440
Koss-Olinger Consulting
Florida
$307K +$73.5K +1,835 +31%
TWA
2441
Tandem Wealth Advisors
Arizona
$307K -$922 -23 -0.3%
JAM
2442
JCIC Asset Management
Ontario, Canada
$306K +$25.2K +630 +9%
TWM
2443
TriaGen Wealth Management
California
$306K – – –
MAM
2444
Morse Asset Management
Connecticut
$306K +$309K +7,700 New
PS
2445
Planned Solutions
California
$305K +$11.3K +281 +4%
CFC
2446
Coyle Financial Counsel
Illinois
$305K +$8.46K +211 +3%
BWM
2447
BNC Wealth Management
Oregon
$305K +$40 +1 +0%
EWM
2448
EPG Wealth Management
Georgia
$305K +$308K +7,686 New
FWI
2449
Facet Wealth Inc
Maryland
$305K +$293K +7,302 New
LPAM
2450
Lodestar Private Asset Management
California
$305K -$73.4K -1,831 -19%
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