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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
BHWM
2626
Beaird Harris Wealth Management
Texas
$39.9K +$18.9K +550 +84%
VLKIM
2627
Van Lanschot Kempen Investment Management
Netherlands
$39.8K – – –
EA
2628
Emerald Advisers
Pennsylvania
$39.7K +$41.3K +1,200 New
LOIP
2629
Live Oak Investment Partners
Texas
$39.3K – – –
PO
2630
Private Ocean
California
$39.1K -$5.03K -146 -11%
MSCM
2631
McElhenny Sheffield Capital Management
Texas
$37.7K +$39.2K +1,139 New
TIM
2632
Tortoise Investment Management
New York
$37.5K -$3.44K -100 -8%
MS
2633
Marshall & Sullivan
Washington
$37.5K +$39K +1,133 New
MFG
2634
Mendota Financial Group
Wisconsin
$36.3K +$37.7K +1,095 New
WR
2635
WD Rutherford
Oregon
$36.1K – – –
GFWA
2636
Grey Fox Wealth Advisors
Delaware
$35.1K +$36.5K +1,061 New
MWM
2637
Mascoma Wealth Management
New Hampshire
$35K -$8.4K -244 -19%
TCWA
2638
Ten Capital Wealth Advisors
Washington
$34.8K -$3.86K -112 -10%
LFA
2639
Level Financial Advisors
New York
$34K +$861 +25 +2%
RTL
2640
Red Tortoise LLC
Georgia
$33.7K +$35.1K +1,018 New
AWM
2641
Avondale Wealth Management
Texas
$33.1K – – –
PCC
2642
Park Circle Company
Maryland
$33.1K – – –
CWAF
2643
Core Wealth Advisors (Florida)
Florida
$32.8K +$34 +1 +0.1%
TC
2644
Truvestments Capital
Florida
$32.2K +$1.58K +46 +5%
ST
2645
Sageworth Trust
Pennsylvania
$32K – – –
NC
2646
NewSquare Capital
Pennsylvania
$31.5K -$19.2K -558 -37%
GFL
2647
Granite FO LLC
New Hampshire
$29.2K +$26.6K +772 New
RG
2648
Richelieu Gestion
France
$29K – – –
LWA
2649
Lowe Wealth Advisors
Maryland
$28.8K – – –
MG
2650
MilWealth Group
Wisconsin
$28.5K – – –
104 105
106
107 108