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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
OPCM
2476
Osborne Partners Capital Management
California
$356K +$31.2K +700 +9%
NFG
2477
Nadler Financial Group
Illinois
$356K -$17.9K -402 -5%
CIAS
2478
CBIZ Investment Advisory Services
Ohio
$355K +$36.9K +828 +11%
SPI
2479
Sutton Place Investors
New York
$353K +$36K +809 +11%
AMCA
2480
Arthur M. Cohen & Associates
Illinois
$353K -$42.2K -947 -10%
KMWM
2481
Keudell/Morrison Wealth Management
Oregon
$353K +$7.8K +175 +2%
VCM
2482
Vivaldi Capital Management
Illinois
$353K -$83.3K -1,869 -18%
WW
2483
Westshore Wealth
California
$353K -$2.23K -50 -0.6%
MA
2484
Maxele Advisors
Missouri
$353K -$4.46K -100 -1%
AP
2485
Adero Partners
California
$353K +$20.9K +468 +6%
AWP
2486
Axis Wealth Partners
Rhode Island
$353K +$1.69K +38 +0.5%
GAA
2487
Global Assets Advisory
Florida
$352K +$426K +9,557 New
PCM
2488
Polymer Capital Management
New York
$352K -$391K -8,765 -51%
VFG
2489
Victory Financial Group
Texas
$351K +$174K +3,901 +85%
VC
2490
Veery Capital
Delaware
$351K +$46K +1,033 +14%
AIM
2491
Alhambra Investment Management
Florida
$351K +$44.3K +994 +13%
CAIM
2492
Catherine Avery Investment Management
Florida
$351K -$50.1K -1,124 -12%
XT
2493
XTX Topco
Cayman Islands
$351K +$375K +8,406 New
RB
2494
Renasant Bank
Mississippi
$351K +$147K +3,310 +65%
SWM
2495
Segment Wealth Management
Texas
$350K +$148K +3,332 +66%
BWA
2496
BlueChip Wealth Advisors
Georgia
$350K -$44.6K -1,000 -11%
PGIM
2497
Pacific Global Investment Management
California
$349K -$102K -2,288 -21%
MA
2498
MKT Advisors
California
$349K -$2.18K -49 -0.5%
SP
2499
Successful Portfolios
Florida
$349K -$1.56K -35 -0.4%
LGA
2500
Lebenthal Global Advisors
New York
$348K -$17.6K -396 -5%
98 99
100
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