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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
2501
PRW Wealth Management
Massachusetts
$201K +$209K +6,073 New
WA
2502
WP Advisors
California
$201K +$209K +6,069 New
VC
2503
Veery Capital
Delaware
$201K +$209K +6,060 New
CPA
2504
Capital Performance Advisors
California
$201K +$209K +6,058 New
C
2505
Covestor
United Kingdom
$199K +$206K +5,990 New
FA
2506
Fortis Advisors
Pennsylvania
$199K – – –
OWA
2507
One Wealth Advisors
California
$198K -$124K -3,593 -38%
CC
2508
Centiva Capital
New York
$196K -$163K -4,741 -44%
WTA
2509
Washington Trust Advisors
Massachusetts
$195K -$151K -4,372 -43%
PA
2510
PSI Advisors
Florida
$192K +$3.62K +105 +2%
BFPW
2511
BOK Financial Private Wealth
Colorado
$191K -$138K -4,000 -41%
CSPAM
2512
Cary Street Partners Asset Management
Virginia
$188K -$3.51K -102 -2%
SGC
2513
Slocum, Gordon & Co
Rhode Island
$187K +$195K +5,661 New
PMFA
2514
Plante Moran Financial Advisors
Michigan
$187K -$42.8K -1,243 -18%
SIS
2515
Sound Income Strategies
Florida
$185K +$27.2K +790 +16%
TWA
2516
Tandem Wealth Advisors
Arizona
$185K +$192K +5,582 New
SC
2517
Seldon Capital
California
$182K – – –
OSNBOA
2518
Old Second National Bank of Aurora
Illinois
$176K +$6.41K +186 +4%
DAL
2519
Delta Accumulation LLC
California
$175K +$1.27K +37 +0.7%
HFM
2520
Harvest Fund Management
China
$174K -$299K -8,682 -62%
MTIC
2521
Missouri Trust & Investment Company
Missouri
$174K – – –
SFG
2522
Steward Financial Group
Texas
$172K +$179K +5,205 New
NIC
2523
Northwest Investment Counselors
Oregon
$166K +$41.3K +1,200 +31%
RP
2524
Rowlandmiller & Partners
Georgia
$166K – – –
SCA
2525
Stuart Chaussee & Associates
California
$164K – – –
99 100
101
102 103