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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
IFO
2501
Independent Family Office
New York
$271K -$15.5K -404 -6%
LC
2502
Lincoln Capital
Nebraska
$271K -$5.75K -150 -2%
ACS
2503
Archford Capital Strategies
Illinois
$271K +$261K +6,808 New
HFS
2504
Howard Financial Services
Texas
$269K +$383 +10 +0.1%
BSB
2505
Bangor Savings Bank
Maine
$269K -$22.8K -595 -8%
NAMNJ
2506
NorthStar Asset Management (New Jersey)
New Jersey
$269K -$13.9K -364 -5%
BSHC
2507
Breed's Hill Capital
Massachusetts
$269K – – –
BWM
2508
BKM Wealth Management
Wisconsin
$269K -$1.38K -36 -0.7%
TPW
2509
TL Private Wealth
Texas
$268K – – –
NF
2510
Nvest Financial
New Hampshire
$268K +$9.73K +254 +4%
OHWA
2511
Oak Hill Wealth Advisors
Virginia
$267K +$257K +6,713 New
GL
2512
Gerber LLC
Ohio
$265K +$77 +2 +0%
IP
2513
Investment Partners
Ohio
$265K +$230 +6 +0.1%
SI
2514
Seeds Investor
New York
$265K +$255K +6,661 New
SPI
2515
Sutton Place Investors
New York
$264K -$941K -24,547 -79%
WCM
2516
WealthBridge Capital Management
Ohio
$263K +$1.07K +28 +0.4%
WMA
2517
West Michigan Advisors
Michigan
$263K -$1.15K -30 -0.5%
OWMIAS
2518
One Wealth Management Investment & Advisory Services
Florida
$262K -$6.05K -158 -2%
WWG
2519
West Wealth Group
California
$262K +$5.37K +140 +2%
IIM
2520
Ironwood Investment Management
Massachusetts
$262K – – –
WWM
2521
Wolff Wiese Magana
California
$262K +$172K +4,500 +217%
TFF
2522
The Family Firm
Maryland
$261K +$2.64K +69 +1%
MCIA
2523
Mountain Capital Investment Advisors
Colorado
$260K +$8.66K +226 +4%
WDG
2524
Wealth Dimensions Group
Ohio
$260K -$28.2K -737 -10%
PIMG
2525
Patriot Investment Management Group
Tennessee
$260K +$230 +6 +0.1%
99 100
101
102 103