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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
PWG
1226
Portside Wealth Group
Utah
$3.06M -$141K -2,665 -5%
HFM
1227
Hartford Financial Management
Connecticut
$3.05M +$87K +1,646 +3%
PWP
1228
Perfromance Wealth Partners
Illinois
$3.05M +$780K +14,757 +36%
KF
1229
KKM Financial
Illinois
$3.04M +$2.67M +50,447 +1,031%
BFG
1230
Birch Financial Group
New Hampshire
$3.04M +$159 +3 +0%
AMIM
1231
Aull & Monroe Investment Management
Alabama
$3.04M +$20.6K +390 +0.7%
QWM
1232
Quadcap Wealth Management
Texas
$3.04M -$19.9K -377 -0.7%
CT
1233
Coastline Trust
Rhode Island
$3.03M +$862K +16,303 +42%
MT
1234
Midwest Trust
Kansas
$3.03M +$299K +5,647 +11%
NDSI
1235
Newman Dignan & Sheerar Inc
Rhode Island
$3.03M +$114K +2,155 +4%
FIA
1236
Foundations Investment Advisors
Arizona
$3.03M +$62.8K +1,188 +2%
AWA
1237
Arete Wealth Advisors
Illinois
$3.02M +$2.85K +54 +0.1%
HCP
1238
Hexagon Capital Partners
Arkansas
$3.01M +$5.55K +105 +0.2%
OL
1239
one8zero8 LLC
North Carolina
$3.01M -$312K -5,910 -10%
MPPW
1240
Mitchell & Pahl Private Wealth
Oklahoma
$3M +$1.49M +28,205 +107%
AG
1241
AlTi Global
New York
$2.99M -$50.5K -956 -2%
ONB
1242
Old National Bancorp
Indiana
$2.99M -$129K -2,431 -4%
FAM
1243
Fulcrum Asset Management
United Kingdom
$2.99M -$84.6K -1,600 -3%
CCP
1244
Clarkston Capital Partners
Michigan
$2.97M – – –
HWA
1245
HCR Wealth Advisors
California
$2.97M +$52.2K +988 +2%
FCCM
1246
First City Capital Management
Georgia
$2.97M -$4.23K -80 -0.1%
MIA
1247
MainStreet Investment Advisors
Illinois
$2.96M -$195K -3,692 -6%
SIM
1248
Studio Investment Management
Illinois
$2.96M -$60.6K -1,147 -2%
JWM
1249
Jeppson Wealth Management
California
$2.96M -$5.18K -98 -0.2%
PSB
1250
Piscataqua Savings Bank
New Hampshire
$2.96M -$3.91K -74 -0.1%
48 49
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