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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
TFS
1251
TrustCore Financial Services
Tennessee
$987K -$27.6K -1,170 -3%
PCA
1252
PL Capital Advisors
Florida
$986K – – –
LHC
1253
Little House Capital
Massachusetts
$980K -$54.7K -2,315 -5%
IWP
1254
Icon Wealth Partners
Texas
$980K +$570K +24,142 +141%
SAM
1255
SignalPoint Asset Management
Missouri
$978K -$7.11K -301 -0.7%
CFS
1256
CRA Financial Services
New Jersey
$976K -$14.9K -632 -2%
SIC
1257
Samalin Investment Counsel
New York
$971K -$212K -8,960 -18%
BFO
1258
Biltmore Family Office
North Carolina
$969K +$254K +10,749 +36%
OTPPB
1259
Ontario Teachers' Pension Plan Board
Ontario, Canada
$964K -$453K -19,174 -32%
TC
1260
Telemus Capital
Michigan
$961K -$154K -6,523 -14%
SWA
1261
Stratos Wealth Advisors
Ohio
$954K -$93.8K -3,968 -9%
DTL
1262
Dynamic Technology Lab
Singapore
$951K +$272K +11,500 +40%
WBC
1263
West Branch Capital
Massachusetts
$951K +$662K +28,004 +233%
BOC
1264
Barbara Oil Co
Illinois
$950K – – –
AFM
1265
Anson Funds Management
Texas
$950K +$945K +40,000 New
WP
1266
WealthSource Partners
California
$949K +$19K +806 +2%
LSAG
1267
Lake Street Advisors Group
New Hampshire
$946K +$103K +4,367 +12%
PH
1268
Pinnacle Holdings
Oklahoma
$945K – – –
PWMAG
1269
Pinnacle Wealth Management Advisory Group
New Jersey
$945K +$182K +7,700 +24%
CA
1270
Claro Advisors
Massachusetts
$940K +$3.5K +148 +0.4%
TS
1271
Tamar Securities
California
$925K +$921K +38,961 New
CWC
1272
Carolinas Wealth Consulting
North Carolina
$922K -$1.62M -68,435 -64%
OPS
1273
Orion Portfolio Solutions
Nebraska
$920K +$240K +10,160 +36%
HT
1274
Heritage Trust
Oklahoma
$919K -$4.99K -211 -0.5%
BC
1275
Burleson & Co
California
$916K +$53.8K +2,278 +7%
49 50
51
52 53