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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
WW
2576
Westshore Wealth
California
$462K +$12.5K +235 +3%
OFW
2577
Omnia Family Wealth
Florida
$461K -$565K -10,626 -57%
NPF
2578
Norris Perne & French
Michigan
$461K – – –
AIP
2579
Avail Investment Partners
Pennsylvania
$461K +$160K +3,007 +59%
MHWM
2580
Montz Harcus Wealth Management
Louisiana
$460K +$3.78K +71 +0.9%
SCP
2581
Seizert Capital Partners
Michigan
$460K – – –
HI
2582
Harper Investing
California
$459K +$429K +8,062 New
HA
2583
HC Advisors
Georgia
$459K -$13.6K -255 -3%
CWP
2584
CFM Wealth Partners
Texas
$459K +$23.1K +434 +6%
T
2585
TOBAM
France
$459K +$58.4K +1,099 +16%
LCOV
2586
London Company of Virginia
Virginia
$458K -$10.6K -200 -2%
HCM
2587
Highview Capital Management
Illinois
$458K +$156K +2,939 +58%
EIA
2588
Edgemoor Investment Advisors
Maryland
$458K – – –
WSCM
2589
Wellington Shields Capital Management
New York
$457K – – –
JC
2590
JM2 Capital
Oklahoma
$457K -$6.91K -130 -2%
WP
2591
WealthShield Partners
North Carolina
$457K -$649K -12,195 -60%
SMH
2592
Sanders Morris Harris
Texas
$456K -$39.9K -750 -9%
AWA
2593
Argos Wealth Advisors
California
$456K +$21.6K +406 +5%
AAIM
2594
Asset Advisors Investment Management
Georgia
$455K – – –
PAS
2595
Professional Advisory Services
Florida
$455K +$93.1K +1,750 +28%
SWGC
2596
Summit Wealth Group (Colorado)
Colorado
$454K -$31K -583 -7%
BAM
2597
Belleair Asset Management
Florida
$454K – – –
AP
2598
Atwood & Palmer
Missouri
$454K -$97.2K -1,828 -19%
KMWM
2599
Keudell/Morrison Wealth Management
Oregon
$454K -$11K -206 -3%
BWP
2600
Balboa Wealth Partners
Arizona
$453K +$134K +2,512 +46%
102 103
104
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