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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
OFW
1201
Omnia Family Wealth
Florida
$1.71M +$355 +11 +0%
OTPPB
1202
Ontario Teachers' Pension Plan Board
Ontario, Canada
$1.7M +$1.56M +48,349 New
PWAP
1203
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$1.69M -$31.5K -976 -2%
BHBT
1204
Burke & Herbert Bank & Trust
Virginia
$1.69M -$4.04K -125 -0.3%
CS
1205
Cannell & Spears
New York
$1.69M +$126K +3,911 +9%
CHJWM
1206
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.68M -$44.4K -1,374 -3%
WA
1207
WBH Advisory
Maryland
$1.68M +$51.8K +1,603 +3%
WPC
1208
White Pine Capital
Minnesota
$1.68M -$77.6K -2,400 -5%
NISOA
1209
National Investment Services of America
Wisconsin
$1.68M +$1.54M +47,656 New
PGWM
1210
Parisi Gray Wealth Management
New Jersey
$1.67M -$589K -18,219 -28%
RIA
1211
Regal Investment Advisors
Michigan
$1.67M +$38.8K +1,200 +3%
NP
1212
NorthRock Partners
Minnesota
$1.67M +$1.2M +37,211 +364%
CIC
1213
Cornercap Investment Counsel
Georgia
$1.67M -$1.68M -51,914 -52%
VFPI
1214
Vantage Financial Partners (Illinois)
Illinois
$1.66M -$32.3K -1,000 -2%
CS
1215
Comerica Securities
Michigan
$1.66M +$298K +9,211 +24%
FMWA
1216
Forvis Mazars Wealth Advisors
Missouri
$1.66M +$120K +3,717 +9%
CTA
1217
Colonial Trust Advisors
South Carolina
$1.65M -$84K -2,598 -5%
BWA
1218
BDO Wealth Advisors
Florida
$1.65M -$131K -4,052 -8%
JCM
1219
Jacobi Capital Management
Pennsylvania
$1.65M +$187K +5,776 +14%
FHA
1220
Flagship Harbor Advisors
Massachusetts
$1.64M +$367K +11,345 +32%
AF
1221
Allworth Financial
California
$1.64M +$132K +4,089 +10%
CWM
1222
Centric Wealth Management
Illinois
$1.63M +$1.11M +34,326 +285%
CAC
1223
Cowen and Company
New York
$1.63M +$1.49M +46,215 New
ARMT
1224
Amica Retiree Medical Trust
Rhode Island
$1.62M – – –
CT
1225
Columbia Trust
Oregon
$1.61M +$1.48M +45,671 New
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