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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
BEAM
2451
Baker Ellis Asset Management
Washington
$246K -$5.82K -200 -3%
TBWA
2452
Three Bridge Wealth Advisors
California
$246K -$29.1K -1,000 -12%
OAM
2453
Occidental Asset Management
California
$245K -$3.87K -133 -2%
IPW
2454
Intergy Private Wealth
Colorado
$245K +$212K +7,273 New
IIM
2455
Ironwood Investment Management
Massachusetts
$245K +$212K +7,265 New
AT
2456
American Trust
Kentucky
$244K +$211K +7,261 New
CFG
2457
Cooper Financial Group
California
$244K +$211K +7,249 New
SL
2458
Sentry LLC
Tennessee
$243K +$211K +7,231 New
WWMSC
2459
Wagner Wealth Management (South Carolina)
South Carolina
$243K -$227K -7,781 -52%
WCG
2460
Weaver Consulting Group
California
$243K +$210K +7,223 New
IFO
2461
Independent Family Office
New York
$243K +$210K +7,219 New
BIA
2462
BHK Investment Advisors
Alabama
$243K -$17.5K -600 -8%
TW
2463
Traveka Wealth
California
$243K +$210K +7,206 New
MWP
2464
Meridian Wealth Partners
Pennsylvania
$242K +$210K +7,199 New
AHL
2465
Abel Hall LLC
Louisiana
$242K +$209K +7,182 New
MWM
2466
Maltin Wealth Management
New Jersey
$242K +$209K +7,182 New
GIP
2467
Granite Investment Partners
California
$241K +$209K +7,172 New
SF
2468
Symphony Financial
Texas
$241K +$219K +7,505 New
HBT
2469
Hills Bank & Trust
Iowa
$241K +$10.7K +366 +5%
NAMNJ
2470
NorthStar Asset Management (New Jersey)
New Jersey
$240K +$208K +7,132 New
CFSG
2471
Clark Financial Services Group
Missouri
$240K +$207K +7,117 New
FMI
2472
F/M Investments
District of Columbia
$240K +$207K +7,119 New
MIM
2473
Moseley Investment Management
Florida
$240K -$20.1K -691 -9%
GGS
2474
Galvin Gaustad & Stein
Arizona
$239K -$24.2K -830 -10%
PWA
2475
Physician Wealth Advisors
Utah
$239K +$214K +7,343 New
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99
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