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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
ST
1301
Sentinel Trust
Texas
$241K +$18.4K +1,090 +8%
DWM
1302
Destination Wealth Management
California
$241K +$242K +14,298 New
TBA
1303
Tower Bridge Advisors
Pennsylvania
$239K +$13.5K +798 +6%
IP
1304
Investment Partners
Ohio
$238K -$5.39K -319 -2%
NG
1305
Northstar Group
New York
$237K +$68.7K +4,064 +41%
GHA
1306
GW Henssler & Associates
Georgia
$235K -$97.9K -5,791 -29%
WAM
1307
Wolverine Asset Management
Illinois
$234K -$2.91M -172,090 -93%
CCM
1308
CrestPoint Capital Management
Missouri
$232K +$233K +13,800 New
PV
1309
Private Vista
Illinois
$232K +$287K +16,953 New
MPI
1310
Mairs & Power Inc
Minnesota
$231K -$1.22K -72 -0.5%
MCM
1311
Maryland Capital Management
Maryland
$229K -$4.65K -275 -2%
CW
1312
Cobiz Wealth
Colorado
$229K -$3.81K -225 -2%
NEPPG
1313
New England Professional Planning Group
Rhode Island
$228K – – –
RPGK
1314
Retirement Planning Group (Kansas)
Kansas
$228K – – –
EWA
1315
EP Wealth Advisors
California
$228K +$53.2K +3,148 +30%
LCM
1316
LVM Capital Management
Michigan
$227K – – –
CCB
1317
Cutter & Co Brokerage
Missouri
$225K +$45.7K +2,701 +25%
CPSAC
1318
Chas P. Smith & Associates (CPS)
Florida
$224K -$106K -6,251 -32%
BT
1319
Brandywine Trust
Delaware
$224K – – –
RAM
1320
Riggs Asset Management
Pennsylvania
$224K – – –
TFO
1321
Tarbox Family Office
California
$224K +$1.96K +116 +0.9%
KA
1322
Klingman & Associates
New York
$224K +$139K +8,247 +164%
IIM
1323
Ipswich Investment Management
Massachusetts
$222K +$17 +1 +0%
RWA
1324
Ropes Wealth Advisors
Massachusetts
$221K +$2.28K +135 +1%
DJSG
1325
D.J. St. Germain
Massachusetts
$221K +$29.9K +1,768 +16%
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