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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
OHWA
2701
Oak Hill Wealth Advisors
Virginia
$312K +$12.6K +300 +5%
GL
2702
Gerber LLC
Ohio
$311K +$2.94K +70 +1%
HAIM
2703
Hunter Associates Investment Management
Pennsylvania
$311K +$2.15K +51 +0.8%
SCA
2704
Scott Capital Advisors
Oregon
$310K +$42.2K +1,002 +18%
BSB
2705
Bangor Savings Bank
Maine
$310K -$14.3K -341 -5%
FAM
2706
Fred Alger Management
New York
$309K -$3.71M -88,084 -93%
AAIM
2707
Asset Advisors Investment Management
Georgia
$309K -$84 -2 -0%
LIA
2708
Lynx Investment Advisory
District of Columbia
$309K +$1.77K +42 +0.6%
GKIM
2709
GW&K Investment Management
Massachusetts
$309K +$58.9K +1,401 +27%
PPWM
2710
Paragon Private Wealth Management
Kentucky
$309K +$28K +665 +11%
WIM
2711
Waverton Investment Management
United Kingdom
$309K – – –
EPW
2712
Endeavor Private Wealth
Kansas
$308K -$135K -3,208 -33%
OPWM
2713
Oxinas Partners Wealth Management
Indiana
$308K – – –
PWMG
2714
Private Wealth Management Group
New Jersey
$307K -$715 -17 -0.3%
SCM
2715
Sunbeam Capital Management
Georgia
$306K +$18.5K +439 +7%
TFA
2716
Tranquilli Financial Advisor
New Jersey
$306K -$4.33K -103 -2%
MFS
2717
Madrona Financial Services
Washington
$306K +$34.6K +822 +15%
CC
2718
Citrine Capital
California
$306K -$33.2K -788 -11%
WFA
2719
WMG Financial Advisors
Tennessee
$306K +$3.62K +86 +1%
LCM
2720
Logan Capital Management
Pennsylvania
$305K -$42.1K -1,000 -13%
1WM
2721
1858 Wealth Management
Ohio
$304K +$12.2K +289 +5%
VAMG
2722
Voisard Asset Management Group
Michigan
$304K +$8.96K +213 +3%
MTWM
2723
Masso Torrence Wealth Management
New Jersey
$304K – – –
MFA
2724
Morling Financial Advisors
California
$304K -$59.2K -1,407 -18%
FFG
2725
Fortress Financial Group
Minnesota
$303K +$9.38K +223 +4%
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109
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