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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
776
Clearstead Advisors
Ohio
$7.66M +$569K +11,654 +9%
SF
777
Summit Financial
New Jersey
$7.66M +$1.13M +23,084 +18%
OIA
778
OneDigital Investment Advisors
Kansas
$7.64M -$70.7K -1,450 -1%
PJWM
779
Philip James Wealth Mangement
Georgia
$7.63M -$692K -14,180 -9%
IAN
780
Integrated Advisors Network
Texas
$7.61M +$106K +2,174 +1%
EFMC
781
Empire Financial Management Company
New York
$7.61M +$4.34M +89,007 +152%
IWA
782
Icon Wealth Advisors
Texas
$7.55M -$90.4K -1,854 -1%
HIC
783
Harbor Island Capital
Massachusetts
$7.53M – – –
KA
784
Kintegral Advisory
New York
$7.45M -$31.5K -646 -0.4%
LA
785
Lynch & Associates
Indiana
$7.44M -$24.1K -495 -0.3%
GT
786
Greenleaf Trust
Michigan
$7.44M +$52.1K +1,068 +0.7%
BWP
787
Baldwin Wealth Partners
Massachusetts
$7.42M -$64.6K -1,325 -0.9%
PS
788
Principal Securities
Iowa
$7.41M +$342K +7,009 +5%
CSP
789
Cary Street Partners
Virginia
$7.31M -$245K -5,020 -3%
SSWM
790
Smith Salley Wealth Management
North Carolina
$7.3M +$789K +16,169 +13%
FWC
791
First Washington Corp
Washington
$7.3M -$12.8K -263 -0.2%
GVAG
792
Great Valley Advisor Group
Delaware
$7.27M -$195K -4,007 -3%
AWCI
793
Alpine Woods Capital Investors
New York
$7.24M -$1.16M -23,875 -15%
HCA
794
Harbor Capital Advisors
Illinois
$7.23M +$224K +4,595 +3%
VT
795
Vise Technologies
New York
$7.22M -$1.19M -24,304 -15%
BFO
796
Biltmore Family Office
North Carolina
$7.19M +$4.86M +99,655 +251%
LM
797
Lincluden Management
Ontario, Canada
$7.14M -$40.3K -826 -0.6%
CBB
798
Citizens Business Bank
California
$7.14M +$111K +2,268 +2%
GIA
799
GHP Investment Advisors
Colorado
$7.1M +$18.6K +381 +0.3%
MOS
800
MGO One Seven
Ohio
$7.05M +$1.72M +35,217 +35%
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