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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
IWS
2526
Insight Wealth Strategies
California
$383K +$4.71K +112 +1%
SHFA
2527
SC&H Financial Advisors
Maryland
$382K – – –
SWM
2528
Sendero Wealth Management
Texas
$382K -$43.6K -1,036 -11%
EMAM
2529
Encompass More Asset Management
California
$382K -$28.6K -681 -8%
RP
2530
Rice Partnership
Hawaii
$382K -$9K -214 -3%
FA
2531
Financial Advisors
Massachusetts
$381K – – –
BBW
2532
Blue Barn Wealth
Utah
$381K +$18.4K +437 +6%
BP
2533
BBR Partners
New York
$381K -$2.27K -54 -0.7%
CA
2534
Cache Advisors
California
$380K – – –
UBV
2535
United Bank (Virginia)
Virginia
$380K -$3.87K -92 -1%
SMH
2536
Sanders Morris Harris
Texas
$380K – – –
AFA
2537
AA Financial Advisors
Ohio
$380K +$337K +8,020 New
WSCM
2538
Wellington Shields Capital Management
New York
$379K -$2.82K -67 -0.8%
SFWC
2539
Strategic Family Wealth Counselors
New Jersey
$378K -$11.8K -281 -3%
BWA
2540
Bordeaux Wealth Advisors
California
$378K -$28.6K -681 -8%
HCA
2541
Heck Capital Advisors
Wisconsin
$378K +$336K +7,980 New
CTI
2542
Community Trust & Investment
Kentucky
$377K +$11.1K +265 +3%
HA
2543
HC Advisors
Georgia
$377K -$71.8K -1,707 -18%
SIA
2544
SGL Investment Advisors
Montana
$377K +$34K +807 +11%
TWM
2545
TriaGen Wealth Management
California
$377K +$10.9K +260 +3%
CWIG
2546
Chung Wu Investment Group
Texas
$376K – – –
VC
2547
Veracity Capital
Georgia
$376K -$70.9K -1,686 -18%
AT
2548
American Trust
Kentucky
$376K +$130K +3,099 +64%
T
2549
TOBAM
France
$374K +$24.2K +575 +8%
BW
2550
Blalock Williams
Alabama
$374K +$106K +2,508 +46%
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102
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