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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
GWCM
1151
Godshalk Welsh Capital Management
Pennsylvania
$1.48M -$93K -3,375 -6%
LCM
1152
Lee Capital Management
New York
$1.48M – – –
IIC
1153
Ironwood Investment Counsel
Arizona
$1.48M +$21.1K +765 +2%
HT
1154
HighTower Trust
Texas
$1.48M – – –
RBA
1155
Richard Bernstein Advisors
New York
$1.48M +$1.38M +49,960 New
CG
1156
Caprock Group
Idaho
$1.47M +$41.1K +1,491 +3%
FMWA
1157
Forvis Mazars Wealth Advisors
Missouri
$1.47M +$5.38K +195 +0.4%
BC
1158
Burney Company
Virginia
$1.47M +$98.8K +3,586 +8%
IWA
1159
IBEX Wealth Advisors
New Jersey
$1.46M +$22.9K +831 +2%
WAS
1160
Winch Advisory Services
Wisconsin
$1.46M +$1.3M +47,255 +2,136%
HK
1161
Horizon Kinetics
New York
$1.46M +$122K +4,417 +10%
ADL
1162
Asset Dedication LLC
California
$1.46M +$203K +7,373 +18%
MWM
1163
Modera Wealth Management
New Jersey
$1.44M -$11K -400 -0.8%
SC
1164
Schulhoff & Co
Ohio
$1.43M +$441 +16 +0%
BCM
1165
Brookstone Capital Management
Illinois
$1.43M -$176K -6,377 -12%
WAAG
1166
Wealth Alliance Advisory Group
Kansas
$1.43M +$1.33M +48,280 New
RA
1167
Rational Advisors
New York
$1.42M -$1.74M -63,200 -57%
TP
1168
Truvvo Partners
New York
$1.42M – – –
BW
1169
Bison Wealth
Georgia
$1.42M +$8.05K +292 +0.6%
GRQ
1170
Gardner Russo & Quinn
Pennsylvania
$1.42M +$27.6K +1,000 +2%
BAM
1171
Belpointe Asset Management
Nevada
$1.42M +$40.7K +1,477 +3%
RG
1172
Rikoon Group
New Mexico
$1.41M -$34.5K -1,250 -3%
PG
1173
Proffitt & Goodson
Tennessee
$1.41M -$176K -6,398 -12%
BFG
1174
Bouchey Financial Group
New York
$1.4M -$14.2K -514 -1%
BC
1175
Brinker Capital
Pennsylvania
$1.39M -$103K -3,721 -7%
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