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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
UCB
2676
United Community Bank
South Carolina
$74.3K – – –
AWM
2677
Avondale Wealth Management
Texas
$72K – – –
SCA
2678
Sandy Cove Advisors
Massachusetts
$72K +$74.4K +1,648 +1,498%
FFC
2679
First Financial Corp
Indiana
$68K – – –
TWP
2680
TFO Wealth Partners
Ohio
$66K +$71.9K +1,594 New
SC
2681
Stephens Consulting
Michigan
$64K -$6.5K -144 -8%
SA
2682
SRH Advisors
Kansas
$63K – – –
WAS
2683
Winch Advisory Services
Wisconsin
$63K +$135 +3 +0.2%
WPWM
2684
Western Pacific Wealth Management
Illinois
$62K – – –
IFAM
2685
Institutional & Family Asset Management
Colorado
$62K +$7.49K +166 +12%
TIM
2686
Tevis Investment Management
Texas
$61K +$28.3K +628 +77%
LPWM
2687
Lake Point Wealth Management
Texas
$60K -$14.6K -324 -18%
MSFP
2688
Mark Sheptoff Financial Planning
Connecticut
$60K +$22.6K +500 +52%
OC
2689
Oakmont Corp
California
$60K +$65.6K +1,455 New
MAM
2690
McCarthy Asset Management
California
$58K – – –
RBC
2691
Roble Belko & Company
Pennsylvania
$56K +$1.17K +26 +2%
CBT
2692
Central Bank & Trust
Kentucky
$56K +$18.8K +417 +44%
GCS
2693
Gordian Capital (Singapore)
Singapore
$55K -$81.2K -1,800 -60%
AIP
2694
Ahrens Investment Partners
Louisiana
$55K – – –
ACM
2695
AUA Capital Management
Pennsylvania
$55K +$60.4K +1,338 New
PO
2696
Private Ocean
California
$54K +$541 +12 +0.9%
RWM
2697
Raffa Wealth Management
District of Columbia
$53.1K – – –
VLKIM
2698
Van Lanschot Kempen Investment Management
Netherlands
$52K +$14.5K +321 +34%
DWA
2699
Delos Wealth Advisors
Texas
$51K – – –
TIM
2700
Tortoise Investment Management
New York
$51K – – –
106 107
108
109 110