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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
MP
1176
McDonald Partners
Ohio
$1.91M +$102K +3,500 +7%
GHA
1177
Granite Harbor Advisors
Texas
$1.91M +$2.01K +69 +0.1%
APG
1178
Abacus Planning Group
South Carolina
$1.91M +$10.9K +376 +0.7%
1IA
1179
1834 Investment Advisors
Wisconsin
$1.91M -$2.52M -86,476 -60%
CP
1180
Cumberland Partners
Ontario, Canada
$1.91M -$93.2K -3,200 -4%
LSAG
1181
Lake Street Advisors Group
New Hampshire
$1.9M +$89.8K +3,083 +6%
PCG
1182
Prosperity Consulting Group
Maryland
$1.89M +$84.6K +2,904 +5%
HAM
1183
Harmony Asset Management
Arizona
$1.89M +$1.64M +56,228 New
SSW
1184
Smith Shellnut Wilson
Mississippi
$1.89M – – –
PFGIA
1185
Patriot Financial Group Insurance Agency
Massachusetts
$1.88M -$12.7K -437 -0.8%
FLI
1186
Family Legacy Inc
South Carolina
$1.88M +$15.8K +543 +1%
CD
1187
Chapin Davis
Maryland
$1.87M +$270K +9,273 +20%
SPC
1188
Sigma Planning Corp
Michigan
$1.87M -$2.1M -72,202 -57%
MAM
1189
Madison Asset Management
Wisconsin
$1.86M +$44K +1,510 +3%
SIA
1190
SeaBridge Investment Advisors
New Jersey
$1.86M +$4.8K +165 +0.3%
CWP
1191
Concord Wealth Partners
Virginia
$1.86M +$149K +5,103 +10%
MMM
1192
Mendel Money Management
Illinois
$1.85M +$12.8K +440 +0.8%
LA
1193
LM Advisors
California
$1.85M +$1.6M +55,006 New
RCM
1194
Ratan Capital Management
Florida
$1.85M +$1.6M +55,000 New
RIA
1195
Realta Investment Advisors
Delaware
$1.85M +$30.2K +1,038 +2%
BFC
1196
Blue Fin Capital
Rhode Island
$1.84M -$64.9K -2,229 -4%
WHC
1197
Wulff, Hansen & Co
California
$1.84M -$107K -3,665 -6%
CA
1198
Claro Advisors
Massachusetts
$1.84M -$29.5K -1,014 -2%
WAP
1199
Wealthcare Advisory Partners
Pennsylvania
$1.84M -$14.4K -496 -0.9%
CCP
1200
Clarkston Capital Partners
Michigan
$1.84M – – –
46 47
48
49 50