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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
PCM
2701
Pennsylvania Capital Management
Pennsylvania
$400K – – –
EAM
2702
Everstar Asset Management
North Carolina
$400K -$13.6K -255 -4%
GA
2703
Goldstein Advisors
Wisconsin
$400K +$59.4K +1,117 +19%
VC
2704
Veracity Capital
Georgia
$399K +$8.4K +158 +2%
PWM
2705
Peak Wealth Management
New Hampshire
$399K +$1.81K +34 +0.5%
AAS
2706
AdviceOne Advisory Services
Connecticut
$398K +$266 +5 +0.1%
FWM
2707
FMB Wealth Management
California
$398K +$372 +7 +0.1%
ACM
2708
Advance Capital Management
Michigan
$397K +$371K +6,968 New
WWM
2709
Wolff Wiese Magana
California
$397K – – –
SGK
2710
Steigerwald Gordon & Koch
Virginia
$396K -$29.8K -561 -7%
PIA
2711
Polaris Investment Advisors
Massachusetts
$396K – – –
FBC
2712
Fairfield, Bush & Co
Connecticut
$394K – – –
AF
2713
Atala Financial
California
$393K – – –
FPWM
2714
FSB Premier Wealth Management
Iowa
$393K -$1.12M -20,995 -75%
SL
2715
Sentry LLC
Tennessee
$393K – – –
GKIM
2716
GW&K Investment Management
Massachusetts
$393K +$18K +338 +5%
HWA
2717
Heartwood Wealth Advisors
Virginia
$393K – – –
VC
2718
Veery Capital
Delaware
$390K -$31.3K -589 -8%
BSA
2719
Bull Street Advisors
Georgia
$390K – – –
4WM
2720
49 Wealth Management
Texas
$390K -$156K -2,937 -30%
A
2721
Alongside
Texas
$390K +$364K +6,843 New
FAN
2722
Financial Advisors Network
California
$390K -$13.1K -247 -3%
AWA
2723
Alta Wealth Advisors
Massachusetts
$389K -$11.2K -211 -3%
MTIC
2724
Missouri Trust & Investment Company
Missouri
$388K – – –
RYIA
2725
Roehl & Yi Investment Advisors
Oregon
$387K +$479 +9 +0.1%
107 108
109
110 111