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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
MIAS
1251
Mason Investment Advisory Services
Virginia
$1.99M -$906K -19,884 -31%
SIM
1252
Sentry Investment Management
Wisconsin
$1.99M -$1.11M -24,256 -35%
MPPW
1253
Mitchell & Pahl Private Wealth
Oklahoma
$1.99M -$28.3K -621 -1%
IAS
1254
Investment Advisory Services
Texas
$1.99M -$515K -11,306 -20%
WDC
1255
Woodward Diversified Capital
California
$1.99M +$55.5K +1,219 +3%
PE
1256
Point72 Europe
United Kingdom
$1.98M +$2.03M +44,600 New
LB
1257
Legacy Bridge
Iowa
$1.98M -$2.28K -50 -0.1%
DI
1258
Diligent Investors
California
$1.98M -$21.5K -472 -1%
CWM
1259
Curi Wealth Management
North Carolina
$1.98M +$2.02M +44,423 New
RIM
1260
Redwood Investment Management
Arizona
$1.97M -$239K -5,250 -11%
OCPWS
1261
One Charles Private Wealth Services
Massachusetts
$1.97M -$156K -3,425 -7%
MSS
1262
Mitchell Sinkler & Starr
Pennsylvania
$1.97M +$2.02M +44,307 New
EM
1263
Excalibur Management
Massachusetts
$1.97M -$6.56K -144 -0.3%
WBC
1264
West Branch Capital
Massachusetts
$1.95M +$82.3K +1,807 +4%
BOM
1265
Bank of Marin
California
$1.95M – – –
WP
1266
WealthSource Partners
California
$1.95M -$23K -504 -1%
LC
1267
Lindbrook Capital
California
$1.94M +$1.11M +24,448 +127%
RIG
1268
Roosevelt Investment Group
New York
$1.93M +$445K +9,769 +29%
YWP
1269
YorkBridge Wealth Partners
New York
$1.92M -$74.5K -1,635 -4%
FAM
1270
Fulcrum Asset Management
United Kingdom
$1.92M – – –
KFA
1271
Kelleher Financial Advisors
New York
$1.92M -$1.77M -38,930 -47%
FDS
1272
Freedom Day Solutions
Texas
$1.92M -$36.3K -797 -2%
BFG
1273
Bouchey Financial Group
New York
$1.92M -$2.6K -57 -0.1%
FNFDCM
1274
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$1.91M +$91.2K +2,003 +5%
FIM
1275
Freedom Investment Management
Connecticut
$1.91M +$11.4K +250 +0.6%
49 50
51
52 53