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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
GWMR
1201
GC Wealth Management RIA
Massachusetts
$1.98M +$88.3K +2,571 +5%
RA
1202
Ransom Advisory
Rhode Island
$1.97M +$1.78M +51,949 New
CA
1203
Cumberland Advisors
Florida
$1.97M -$17.2K -500 -1%
CCG
1204
Ceeto Capital Group
Florida
$1.97M -$34.3K -1,000 -2%
SRC
1205
Shufro Rose & Co
New York
$1.97M +$99.9K +2,910 +6%
FPGT
1206
Financial Partners Group (Tennessee)
Tennessee
$1.96M +$292K +8,516 +20%
WPW
1207
Waldron Private Wealth
Pennsylvania
$1.96M +$81.7K +2,379 +5%
AAS
1208
Ameritas Advisory Services
Nebraska
$1.95M +$755K +22,002 +72%
MIM
1209
MTM Investment Management
South Carolina
$1.95M +$4.94K +144 +0.3%
LAM
1210
L2 Asset Management
Massachusetts
$1.95M +$102K +2,957 +6%
BMCM
1211
Bryn Mawr Capital Management
Pennsylvania
$1.95M -$24K -699 -1%
AA
1212
Aire Advisors
California
$1.94M +$333K +9,707 +23%
CSIC
1213
Clifford Swan Investment Counsel
California
$1.92M -$38K -1,107 -2%
WCM
1214
Wunderlich Capital Managemnt
Tennessee
$1.91M -$101K -2,929 -5%
HCM
1215
Howland Capital Management
Massachusetts
$1.91M -$15.4K -450 -0.9%
OCPWS
1216
One Charles Private Wealth Services
Massachusetts
$1.91M +$192K +5,581 +12%
LIM
1217
Longfellow Investment Management
Massachusetts
$1.9M +$12.9K +376 +0.8%
NB
1218
NBT Bank
New York
$1.9M -$65.3K -1,901 -4%
MI
1219
Mango Investments
Colorado
$1.9M – – –
SC
1220
Savoie Capital
Illinois
$1.9M +$1.72M +50,000 New
LSPW
1221
Lake Street Private Wealth
Illinois
$1.9M +$652 +19 +0%
CD
1222
Chapin Davis
Maryland
$1.89M -$196K -5,700 -10%
DL
1223
DOHJ LLC
Washington
$1.89M +$123K +3,585 +8%
ZB
1224
Zions Bancorporation
Utah
$1.88M -$609K -17,727 -26%
HIIFS
1225
Harel Insurance Investments & Financial Services
Israel
$1.88M – – –
47 48
49
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