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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
NEPWA
1101
New England Private Wealth Advisors
Massachusetts
$361K +$69.8K +4,347 +23%
LW
1102
Linscomb Wealth
Texas
$359K -$14.4K -896 -4%
BRWM
1103
B. Riley Wealth Management
Tennessee
$358K +$24.3K +1,511 +7%
GIA
1104
GHP Investment Advisors
Colorado
$358K +$32.4K +2,019 +9%
BCM
1105
Bourgeon Capital Management
Connecticut
$357K -$95.6K -5,950 -20%
PHAM
1106
Palisades Hudson Asset Management
Florida
$348K +$14.1K +879 +4%
PAS
1107
Partnervest Advisory Services
California
$344K -$11.9K -738 -3%
SEC
1108
Seven Eight Capital
New York
$343K +$358K +22,300 +148,667%
FM
1109
Forward Management
California
$342K -$286K -17,800 -45%
FA
1110
FCG Advisors
New Jersey
$340K +$20.4K +1,268 +6%
AT
1111
Arden Trust
Delaware
$340K +$355K +22,109 New
BSB
1112
Bangor Savings Bank
Maine
$337K -$12K -750 -3%
SFU
1113
Stonehage Fleming (UK)
United Kingdom
$336K -$112K -6,947 -24%
AIA
1114
AIMZ Investment Advisors
California
$336K +$29.7K +1,850 +9%
CCM
1115
Cohen Capital Management
California
$333K – – –
EWM
1116
Evercore Wealth Management
New York
$332K -$980 -61 -0.3%
AFS
1117
Aft Forsyth & Sober
Florida
$330K – – –
AAM
1118
Augustine Asset Management
Florida
$329K -$596K -37,120 -64%
MIAN
1119
Mariner Independent Advisor Network
Kansas
$328K -$32.5K -2,022 -9%
UR
1120
USCA RIA
Texas
$328K +$3.21K +200 +0.9%
BO
1121
BRR OpCo
Ohio
$327K +$402 +25 +0.1%
NFC
1122
Northeast Financial Consultants
Connecticut
$327K +$96.7K +6,019 +39%
TFA
1123
Toth Financial Advisory
Virginia
$326K -$404K -25,129 -54%
IAA
1124
Ironsides Asset Advisors
North Carolina
$324K -$17.6K -1,097 -5%
LGC
1125
Laurel Grove Capital
California
$323K -$2.52M -157,000 -88%
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