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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
WSFS
1276
Wilmington Savings Fund Society
Delaware
$1.41M -$388 -12 -0%
BOC
1277
Barbara Oil Co
Illinois
$1.41M – – –
AA
1278
Argent Advisors
Louisiana
$1.41M +$1.3M +40,314 New
PBT
1279
Pictet Bank & Trust
Bahamas
$1.4M – – –
CA
1280
Claro Advisors
Massachusetts
$1.39M +$14.1K +436 +1%
BIAS
1281
Beacon Investment Advisory Services
New Jersey
$1.39M +$266K +8,229 +26%
PWMG
1282
Prestige Wealth Management Group
New Jersey
$1.38M -$65 -2 -0%
DHFB
1283
Dixon Hubard Feinour & Brown
Virginia
$1.37M -$12.4K -385 -1%
ST
1284
Smithfield Trust
Pennsylvania
$1.36M +$194K +5,995 +18%
LJAC
1285
L.J. Altfest & Co
New York
$1.36M -$39.8K -1,231 -3%
OPTFSNA
1286
Old Point Trust & Financial Services N A
Virginia
$1.35M +$12.9K +400 +1%
PPP
1287
Private Portfolio Partners
New Jersey
$1.35M -$452 -14 -0%
QI
1288
Qtron Investments
Massachusetts
$1.34M – – –
CWP
1289
Capital Wealth Planning
Florida
$1.34M +$97 +3 +0%
MIAS
1290
Mason Investment Advisory Services
Virginia
$1.34M – – –
QWM
1291
QP Wealth Management
New Jersey
$1.34M +$1.29M +40,053 New
EDRIA
1292
Edmonds Duncan Registered Investment Advisors
Kansas
$1.32M – – –
BTW
1293
Boston Trust Walden
Massachusetts
$1.32M +$208K +6,424 +21%
EB
1294
Eastern Bank
Massachusetts
$1.32M -$322K -9,952 -21%
SA
1295
Springowl Associates
New York
$1.32M -$372K -11,500 -23%
TPA
1296
Trivium Point Advisory
Connecticut
$1.32M +$39.8K +1,230 +3%
AL
1297
Aspiriant LLC
California
$1.32M +$69.9K +2,163 +6%
BWM
1298
BerganKDV Wealth Management
Minnesota
$1.31M -$14.9K -461 -1%
HT
1299
Heritage Trust
Oklahoma
$1.31M +$127K +3,943 +12%
HA
1300
Hamel Associates
New Jersey
$1.31M +$185K +5,725 +18%
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