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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
HR
2626
Hayden Royal
North Carolina
$127K +$130K +2,850 New
LAS
2627
Lloyd Advisory Services
Georgia
$126K +$84.7K +1,859 +190%
PMAM
2628
Penn Mutual Asset Management
Pennsylvania
$125K -$23.7K -520 -16%
PAI
2629
Pittenger & Anderson Inc
Nebraska
$125K -$4.56K -100 -3%
CI
2630
Carroll Investors
South Carolina
$124K +$128K +2,800 New
APW
2631
Acima Private Wealth
Virginia
$120K -$114K -2,500 -48%
NF
2632
Norwood Financial
Pennsylvania
$117K +$119K +2,622 New
TC
2633
TAP Consulting
Missouri
$117K +$120K +2,633 New
TVWM
2634
Tower View Wealth Management
Wisconsin
$116K – – –
PHK
2635
Point72 Hong Kong
Hong Kong
$113K -$12.1M -266,200 -99%
BAM
2636
Barrett Asset Management
New York
$112K +$10.4K +228 +10%
NO
2637
Ninety One
South Africa
$110K +$31.8K +699 +40%
BAM
2638
Byrne Asset Management
New Jersey
$109K +$111K +2,442 New
LWA
2639
Lenox Wealth Advisors
New York
$108K -$4.24K -93 -4%
EC
2640
Estate Counselors
Wisconsin
$106K – – –
TAM
2641
Tucker Asset Management
Colorado
$102K +$16.8K +368 +19%
DWP
2642
Destiny Wealth Partners
Florida
$102K – – –
BHWM
2643
Bay Harbor Wealth Management
Maryland
$102K +$729 +16 +0.8%
S
2644
Surevest
California
$102K +$104K +2,284 New
BHWM
2645
Beaird Harris Wealth Management
Texas
$102K +$104K +2,291 New
CC
2646
Corsicana & Co
Texas
$99K – – –
AW
2647
Avion Wealth
Texas
$98K – – –
BDWM
2648
Brewin Dolphin Wealth Management
Ireland
$97K – – –
ANBT
2649
American National Bank & Trust
Texas
$97K +$3.46K +76 +4%
HDIM
2650
Hanson & Doremus Investment Management
Vermont
$97K +$23.9K +525 +32%
104 105
106
107 108