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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
SW
1151
SkyOak Wealth
Michigan
$2.01M +$11.5K +333 +0.6%
VCM
1152
Vision Capital Management
Oregon
$2.01M +$9.92K +288 +0.5%
GI
1153
GS Investments
Minnesota
$2.01M +$689 +20 +0%
MHS
1154
M Holdings Securities
Oregon
$2M -$9.09K -264 -0.4%
NAM
1155
NTV Asset Management
West Virginia
$2M +$6.72K +195 +0.3%
FHA
1156
Flagship Harbor Advisors
Massachusetts
$2M +$36.6K +1,062 +2%
BFW
1157
Brady Family Wealth
Missouri
$1.99M +$2.07M +60,092 New
AFM
1158
Anson Funds Management
Texas
$1.99M +$689K +20,000 +50%
CM
1159
Crestline Management
Texas
$1.99M +$2.07M +60,000 New
CAG
1160
Csenge Advisory Group
Florida
$1.99M +$81.2K +2,358 +4%
FCCM
1161
First City Capital Management
Georgia
$1.97M -$85.8K -2,490 -4%
IWM
1162
IHT Wealth Management
Illinois
$1.96M +$248K +7,211 +14%
JWM
1163
Jeppson Wealth Management
California
$1.96M +$23.4K +679 +1%
MFA
1164
Mayflower Financial Advisors
Massachusetts
$1.95M +$138K +4,009 +1%
APG
1165
Abacus Planning Group
South Carolina
$1.95M +$672K +19,507 +49%
CFM
1166
Capricorn Fund Managers
United Kingdom
$1.95M -$1.2M -34,850 -37%
LWM
1167
LJI Wealth Management
Indiana
$1.95M +$2.03M +58,895 New
IGWM
1168
ICA Group Wealth Management
Colorado
$1.95M -$774K -22,459 -28%
LWM
1169
Lodestone Wealth Management
Washington
$1.94M +$2.02M +58,687 New
SSB
1170
Sandy Spring Bank
Maryland
$1.94M +$19.2K +556 +1%
BFG
1171
Beacon Financial Group
Texas
$1.94M -$78.3K -2,274 -4%
ZB
1172
Zions Bancorporation
Utah
$1.93M -$578K -16,773 -22%
TNB
1173
Thomasville National Bank
Georgia
$1.93M +$27.5K +797 +1%
KIG
1174
Kennedy Investment Group
New Jersey
$1.93M +$2.01M +58,360 New
MWM
1175
Modera Wealth Management
New Jersey
$1.93M +$405K +11,756 +25%
45 46
47
48 49