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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
CST
2451
Charles Schwab Trust
Nevada
$394K – – –
AIA
2452
Arbor Investment Advisors
North Carolina
$393K -$217K -4,924 -35%
CWA
2453
Crux Wealth Advisors
California
$393K +$394K +8,944 New
NFG
2454
Nadler Financial Group
Illinois
$392K -$17.7K -402 -4%
PW
2455
PUREfi Wealth
Massachusetts
$392K +$393K +8,923 New
LCWP
2456
Legacy Capital Wealth Partners
Arkansas
$392K +$16.6K +378 +4%
FAM
2457
Flaharty Asset Management
Florida
$392K -$133K -3,030 -25%
FFS
2458
Founders Financial Securities
Maryland
$391K +$45.8K +1,041 +13%
VHAM
2459
Van Hulzen Asset Management
California
$391K -$999K -22,716 -72%
LCOV
2460
London Company of Virginia
Virginia
$391K -$6.25K -142 -2%
PA
2461
Prossimo Advisors
California
$390K +$9.68K +220 +3%
WMWM
2462
Whitaker-Myers Wealth Managers
Ohio
$389K +$390K +8,861 New
ZB
2463
Zions Bancorporation
Utah
$389K +$8.58K +195 +2%
CAG
2464
Centerpoint Advisory Group
Kansas
$389K +$389K +8,850 New
KWM
2465
Kolinsky Wealth Management
New Jersey
$389K +$2.95K +67 +0.8%
JHCP
2466
Jackson Hole Capital Partners
Oklahoma
$388K +$88 +2 +0%
LC
2467
LCNB Corp
Ohio
$388K -$7.74K -176 -2%
JCM
2468
Jag Capital Management
Missouri
$388K +$28.7K +653 +8%
PPC
2469
Park Place Capital
Alabama
$388K – – –
MA
2470
MBA Advisors
Pennsylvania
$388K +$9.11K +207 +2%
CWP
2471
Core Wealth Partners
California
$388K +$36.5K +829 +10%
TWA
2472
Tandem Wealth Advisors
Arizona
$387K +$47K +1,068 +14%
RFG
2473
Range Financial Group
Oregon
$385K +$385K +8,757 New
LGA
2474
Lebenthal Global Advisors
New York
$384K +$146K +3,319 +61%
TA
2475
TrueWealth Advisors
Alabama
$383K -$36.1K -821 -9%
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99
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