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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
LGA
2476
Lebenthal Global Advisors
New York
$384K +$146K +3,319 +61%
TA
2477
TrueWealth Advisors
Alabama
$383K -$36.1K -821 -9%
MCCA
2478
Mill Creek Capital Advisors
Pennsylvania
$383K +$38.3K +870 +11%
CCA
2479
Catalyst Capital Advisors
New York
$383K -$778K -17,689 -67%
CCP
2480
Clarity Capital Partners
California
$382K +$53.2K +1,209 +16%
AT
2481
American Trust
Kentucky
$382K -$37K -840 -9%
WI
2482
Wintrust Investments
Illinois
$382K -$665K -15,110 -58%
SCG
2483
Sonata Capital Group
Washington
$382K -$26.4K -600 -6%
EMAM
2484
Encompass More Asset Management
California
$382K +$38.9K +884 +11%
TW
2485
Traveka Wealth
California
$382K +$9.94K +226 +3%
VNA
2486
Valley National Advisers
Pennsylvania
$381K +$484 +11 +0.1%
GWM
2487
GSB Wealth Management
Connecticut
$381K +$3.56K +81 +0.9%
BIS
2488
BG Investment Services
Guam
$380K +$381K +8,655 New
EFG
2489
Ethos Financial Group
Pennsylvania
$380K +$42.8K +973 +13%
AFP
2490
Alpha Financial Partners
Kentucky
$380K +$381K +8,650 New
TT
2491
TI-Trust
Illinois
$380K – – –
PWA
2492
Provenance Wealth Advisors
Florida
$379K -$1.25M -28,364 -77%
SWM
2493
Sendero Wealth Management
Texas
$379K – – –
CT
2494
Clearstead Trust
Maine
$378K +$339K +7,715 +867%
FP
2495
Financial Perspectives
Minnesota
$378K +$31.1K +706 +9%
FCM
2496
Fire Capital Management
California
$377K +$378K +8,584 New
WIM
2497
Warwick Investment Management
Texas
$376K -$5.41K -123 -1%
MA
2498
Maxele Advisors
Missouri
$376K +$376K +8,557 New
AHL
2499
Abel Hall LLC
Louisiana
$376K +$11.7K +266 +3%
CFC
2500
Coyle Financial Counsel
Illinois
$375K +$37.7K +858 +11%
98 99
100
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