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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
CAC
3176
Core Alternative Capital
Georgia
$104K – – –
BL
3177
BFSG LLC
California
$104K +$9.03K +185 +10%
PW
3178
Pandora Wealth
Illinois
$103K – – –
STB
3179
S&T Bank
Pennsylvania
$101K +$1.27K +26 +1%
BIA
3180
Bell Investment Advisors
California
$98.5K -$2.39K -49 -3%
FNWA
3181
Financial Network Wealth Advisors
Utah
$97.7K +$4.78K +98 +5%
DFA
3182
DHJJ Financial Advisors
Illinois
$97.4K – – –
RWM
3183
Rialto Wealth Management
New York
$96.8K +$1.32K +27 +1%
SRCM
3184
Signature Resources Capital Management
California
$96.3K -$2K -41 -2%
CTB
3185
Country Trust Bank
Illinois
$94.2K +$19.3K +396 +28%
TCM
3186
TD Capital Management
Tennessee
$93.9K +$293 +6 +0.3%
WOC
3187
West Oak Capital
California
$93.4K -$47.6K -975 -35%
JWM
3188
JPL Wealth Management
Colorado
$89.9K +$85K +1,742 New
GA
3189
Guerra Advisors
Florida
$89.5K +$84.6K +1,734 New
WSC
3190
Wellington Shields & Co
New York
$89.1K – – –
MIM
3191
Manitou Investment Management
Ontario, Canada
$89K – – –
WAS
3192
Winch Advisory Services
Wisconsin
$88.4K +$390 +8 +0.5%
PAI
3193
Pittenger & Anderson Inc
Nebraska
$86.5K +$3.71K +76 +5%
EFMH
3194
E Fund Management (HK)
Hong Kong
$84.9K +$80.3K +1,646 New
WWA
3195
Wealth Watch Advisors
Colorado
$84.8K +$80.2K +1,643 New
BFPW
3196
BOK Financial Private Wealth
Colorado
$84.4K +$16.7K +343 +27%
HC
3197
Hurley Capital
New York
$83.4K +$732 +15 +0.9%
SWIM
3198
Smallwood Wealth Investment Management
New Jersey
$82.1K -$5.61K -115 -7%
B
3199
Birchbrook
Maine
$80.8K +$49 +1 +0.1%
PWM
3200
Peck Wealth Management
New York
$80K +$75.6K +1,550 New
126 127
128
129 130