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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
SCA
2526
Stuart Chaussee & Associates
California
$164K – – –
DJSG
2527
D.J. St. Germain
Massachusetts
$159K +$163K +4,744 +39%
CHA
2528
Carmichael Hill & Associates
Maryland
$159K -$5.86K -170 -3%
IRAG
2529
Investment Research & Advisory Group
Georgia
$154K – – –
FCMT
2530
Founders Capital Management (Texas)
Texas
$154K – – –
KFS
2531
Kelly Financial Services
Massachusetts
$152K +$896 +26 +0.6%
RTC
2532
Riverview Trust Company
Washington
$146K -$99.6K -2,893 -40%
WOC
2533
West Oak Capital
California
$145K -$44.8K -1,300 -23%
TWM
2534
Tradition Wealth Management
Minnesota
$144K -$654 -19 -0.4%
TFM
2535
TFC Financial Management
Massachusetts
$142K -$5.37K -156 -4%
LCM
2536
Logan Capital Management
Pennsylvania
$141K +$1.03K +30 +0.7%
TAM
2537
Tucker Asset Management
Colorado
$140K +$28K +812 +24%
RG
2538
Retirement Group
California
$138K +$88.8K +2,577 +162%
SIC
2539
SJS Investment Consulting
Ohio
$138K -$31.7K -921 -18%
OA
2540
Operose Advisors
Wisconsin
$135K – – –
BBPWM
2541
Blue Bell Private Wealth Management
Pennsylvania
$133K -$32.3K -939 -19%
DWP
2542
Destiny Wealth Partners
Florida
$132K +$35K +1,017 +34%
LF
2543
Lee Financial
Texas
$124K +$10.8K +314 +9%
FCG
2544
Financial Connections Group
California
$119K +$17.3K +503 +16%
KC
2545
Knuff & Co
California
$118K +$13.8K +400 +13%
TC
2546
Trust Company
Kansas
$117K – – –
ACM
2547
Adalta Capital Management
New York
$116K – – –
MLA
2548
MB, Levis & Associates
Pennsylvania
$111K +$116K +3,356 New
AWM
2549
Ameliora Wealth Management
Switzerland
$109K -$34.4K -1,000 -23%
RAM
2550
Riggs Asset Management
Pennsylvania
$107K – – –
100 101
102
103 104