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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
NAM
1176
NTV Asset Management
West Virginia
$1.87M +$36K +1,000 +2%
WVP
1177
Worth Venture Partners
New Jersey
$1.87M +$807K +22,412 +66%
HWMA
1178
Heritage Wealth Management (Arizona)
Arizona
$1.87M +$1.76M +48,933 +441%
FHA
1179
Flagship Harbor Advisors
Massachusetts
$1.86M +$594K +16,485 +38%
VCM
1180
Vision Capital Management
Oregon
$1.86M +$17.1K +475 +0.8%
MMM
1181
Mendel Money Management
Illinois
$1.86M -$434K -12,067 -17%
LSPW
1182
Lake Street Private Wealth
Illinois
$1.85M -$85.9K -2,386 -4%
RPCONE
1183
Retirement Planning Company of New England
Rhode Island
$1.85M -$53.7K -1,491 -2%
CT
1184
Columbia Trust
Oregon
$1.85M -$9.76K -271 -0.5%
CPO
1185
Cerity Partners OCIO
New York
$1.84M +$14.7K +407 +0.7%
WTC
1186
WhitTier Trust Company
Nevada
$1.84M +$77K +2,139 +4%
NP
1187
NorthRock Partners
Minnesota
$1.84M +$236K +6,551 +12%
HCM
1188
Howland Capital Management
Massachusetts
$1.84M +$1.46M +40,674 +219%
DHFB
1189
Dixon Hubard Feinour & Brown
Virginia
$1.84M -$120K -3,331 -5%
PP
1190
PDT Partners
New York
$1.84M +$1.26M +35,094 +146%
WA
1191
WBH Advisory
Maryland
$1.84M -$152K -4,221 -7%
SFA
1192
Souders Financial Advisors
Ohio
$1.84M +$104K +2,894 +5%
PCM
1193
Poehling Capital Management
Wisconsin
$1.83M -$45K -1,250 -2%
MHS
1194
M Holdings Securities
Oregon
$1.83M +$61.1K +1,697 +3%
CAG
1195
Csenge Advisory Group
Florida
$1.83M +$505K +14,013 +31%
GWM
1196
Geneos Wealth Management
Colorado
$1.83M -$276K -7,663 -12%
JWM
1197
Jeppson Wealth Management
California
$1.82M +$280K +7,776 +15%
WP
1198
Waycross Partners
Kentucky
$1.81M +$1.01M +28,000 +93%
TNB
1199
Thomasville National Bank
Georgia
$1.8M +$1.94K +54 +0.1%
SIM
1200
Sterling Investment Management
Arizona
$1.79M -$3.78K -105 -0.2%
46 47
48
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