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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
JWA
2501
JFS Wealth Advisors
Pennsylvania
$254K +$16.4K +479 +8%
RS
2502
Rakuten Securities
Japan
$253K -$295K -8,580 -56%
GAM
2503
Gould Asset Management
California
$253K -$12.5K -364 -5%
IAG
2504
Investment Advisory Group
Massachusetts
$253K +$858 +25 +0.4%
GL
2505
Gerber LLC
Ohio
$253K +$34 +1 +0%
SCI
2506
Silver Coast Investments
United States
$253K -$6.32K -184 -3%
IP
2507
Investment Partners
Ohio
$253K +$240 +7 +0.1%
CF
2508
Clarity Financial
Texas
$253K +$6.52K +190 +3%
DAM
2509
Doheny Asset Management
California
$252K +$228K +6,650 New
WMA
2510
West Michigan Advisors
Michigan
$252K +$228K +6,637 New
GA
2511
Goldstein Advisors
Wisconsin
$251K +$228K +6,630 New
WCM
2512
WealthBridge Capital Management
Ohio
$250K +$549 +16 +0.2%
IIM
2513
Ironwood Investment Management
Massachusetts
$249K -$23.5K -686 -9%
BC
2514
Brio Consultants
California
$249K -$5.42K -158 -2%
EBA
2515
Eagle Bay Advisors
New York
$249K -$38K -1,107 -14%
TFA
2516
Tranquilli Financial Advisor
New Jersey
$248K -$3.06K -89 -1%
UCB
2517
United Community Bank
South Carolina
$248K -$209K -6,076 -48%
HAIM
2518
Hunter Associates Investment Management
Pennsylvania
$248K – – –
PIMG
2519
Patriot Investment Management Group
Tennessee
$248K +$103 +3 +0%
ACP
2520
Arcus Capital Partners
Georgia
$247K +$309 +9 +0.1%
TF
2521
Tompkins Financial
New York
$247K -$5.56K -162 -2%
TFF
2522
The Family Firm
Maryland
$246K +$223K +6,497 New
NF
2523
Nvest Financial
New Hampshire
$246K -$7.28K -212 -3%
MFS
2524
Madrona Financial Services
Washington
$245K +$11.3K +328 +5%
AMM
2525
American Money Management
California
$244K +$137 +4 +0.1%
99 100
101
102 103