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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
DJSG
2526
D.J. St. Germain
Massachusetts
$159K +$163K +4,744 +39%
CHA
2527
Carmichael Hill & Associates
Maryland
$159K -$5.86K -170 -3%
IRAG
2528
Investment Research & Advisory Group
Georgia
$154K – – –
FCMT
2529
Founders Capital Management (Texas)
Texas
$154K – – –
KFS
2530
Kelly Financial Services
Massachusetts
$152K +$896 +26 +0.6%
RTC
2531
Riverview Trust Company
Washington
$146K -$99.6K -2,893 -40%
WOC
2532
West Oak Capital
California
$145K -$44.8K -1,300 -23%
TWM
2533
Tradition Wealth Management
Minnesota
$144K -$654 -19 -0.4%
TFM
2534
TFC Financial Management
Massachusetts
$142K -$5.37K -156 -4%
LCM
2535
Logan Capital Management
Pennsylvania
$141K +$1.03K +30 +0.7%
TAM
2536
Tucker Asset Management
Colorado
$140K +$28K +812 +24%
RG
2537
Retirement Group
California
$138K +$88.8K +2,577 +162%
SIC
2538
SJS Investment Consulting
Ohio
$138K -$31.7K -921 -18%
OA
2539
Operose Advisors
Wisconsin
$135K – – –
BBPWM
2540
Blue Bell Private Wealth Management
Pennsylvania
$133K -$32.3K -939 -19%
DWP
2541
Destiny Wealth Partners
Florida
$132K +$35K +1,017 +34%
LF
2542
Lee Financial
Texas
$124K +$10.8K +314 +9%
FCG
2543
Financial Connections Group
California
$119K +$17.3K +503 +16%
KC
2544
Knuff & Co
California
$118K +$13.8K +400 +13%
TC
2545
Trust Company
Kansas
$117K – – –
ACM
2546
Adalta Capital Management
New York
$116K – – –
MLA
2547
MB, Levis & Associates
Pennsylvania
$111K +$116K +3,356 New
AWM
2548
Ameliora Wealth Management
Switzerland
$109K -$34.4K -1,000 -23%
RAM
2549
Riggs Asset Management
Pennsylvania
$107K – – –
NECFA
2550
New England Capital Financial Advisors
Connecticut
$107K +$109K +3,151 New
100 101
102
103 104