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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
MWA
2476
Monograph Wealth Advisors
California
$248K +$272K +6,018 New
FA
2477
Fortis Advisors
Pennsylvania
$247K -$74.1K -1,643 -21%
LC
2478
Landaas & Company
Wisconsin
$247K – – –
MJB
2479
Mark J. Bradley
$247K – – –
PCM
2480
Palisade Capital Management
New Jersey
$247K – – –
MFS
2481
Madrona Financial Services
Washington
$247K +$90 +2 +0%
VC
2482
Veery Capital
Delaware
$247K +$14.5K +321 +6%
CF
2483
Corrigan Financial
Rhode Island
$246K +$90 +2 +0%
EAM
2484
Evanson Asset Management
California
$246K -$6.27K -139 -2%
BCFS
2485
Butensky & Cohen Financial Security
Florida
$246K – – –
CPA
2486
Cardiff Park Advisors
California
$245K -$18.2K -404 -6%
MCA
2487
Magnolia Capital Advisors
Mississippi
$245K +$226 +5 +0.1%
CCM
2488
Cohen Capital Management
California
$244K – – –
SAMC
2489
Spectrum Asset Management (California)
California
$244K +$45 +1 +0%
WAL
2490
W Advisors LLC
Tennessee
$244K +$63.5K +1,407 +31%
WOC
2491
West Oak Capital
California
$244K +$120K +2,650 +81%
SRC
2492
Sage Rhino Capital
California
$243K -$1.17K -26 -0.4%
ADBIC
2493
A.D. Beadell Investment Counsel
Wisconsin
$243K – – –
EL
2494
Essex LLC
Illinois
$243K +$29.8K +661 +13%
HPC
2495
Hobart Private Capital
North Carolina
$242K -$84.6K -1,875 -24%
TFO
2496
Tarbox Family Office
California
$242K -$690K -15,302 -72%
BMWM
2497
Brown Miller Wealth Management
Virginia
$242K +$45 +1 +0%
DU
2498
Delphia (USA)
Ontario, Canada
$242K +$9.75K +216 +4%
LB
2499
Leo Brokerage
Texas
$242K +$265K +5,872 New
CFG
2500
Cooper Financial Group
California
$241K +$43.5K +965 +20%
98 99
100
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