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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
FWP
1301
Falcon Wealth Planning
California
$1.58M – – –
PPSG
1302
Princeton Portfolio Strategies Group
New Jersey
$1.58M -$464K -11,320 -23%
WA
1303
Wambolt & Associates
Colorado
$1.58M +$72.6K +1,770 +5%
NHC
1304
Nicholas Hoffman & Company
Georgia
$1.58M +$202K +4,932 +15%
WPW
1305
Warther Private Wealth
Ohio
$1.58M +$1.56M +38,008 New
RHP
1306
Royal Harbor Partners
Texas
$1.57M -$29.6K -723 -2%
EWM
1307
Empirical Wealth Management
Washington
$1.57M +$523K +12,753 +50%
NP
1308
NorthRock Partners
Minnesota
$1.57M +$145K +3,549 +10%
IIM
1309
InTrack Investment Management
Vermont
$1.57M +$216K +5,275 +16%
VWA
1310
Visionary Wealth Advisors
Illinois
$1.56M +$19.8K +483 +1%
BHB
1311
Bank Hapoalim BM
Israel
$1.56M -$146K -3,565 -9%
IWA
1312
IBEX Wealth Advisors
New Jersey
$1.56M +$64.3K +1,569 +4%
SC
1313
Schulhoff & Co
Ohio
$1.55M +$4.88K +119 +0.3%
OWA
1314
Octavia Wealth Advisors
Ohio
$1.55M -$44.1K -1,075 -3%
FANJ
1315
Financial Architects (New Jersey)
New Jersey
$1.55M +$45.9K +1,120 +3%
FAIM
1316
Financial Advocates Investment Management
Washington
$1.55M -$5.82K -142 -0.4%
GAMC
1317
Garner Asset Management Corp
Texas
$1.54M +$10.3K +251 +0.7%
B
1318
Barings
North Carolina
$1.54M -$3.39M -82,603 -69%
CHC
1319
City Holding Co
West Virginia
$1.54M -$277K -6,746 -15%
AIM
1320
Aspen Investment Management
Michigan
$1.54M -$1.07K -26 -0.1%
BC
1321
Burleson & Co
California
$1.53M -$68.7K -1,677 -4%
FFA
1322
First Foundation Advisors
California
$1.53M -$252K -6,155 -14%
SVWAG
1323
Sound View Wealth Advisors Group
Georgia
$1.52M -$15.5K -377 -1%
CBTWT
1324
Community Bank & Trust (Waco, Texas)
Texas
$1.51M -$22.5K -550 -1%
PP
1325
Pegasus Partners
Wisconsin
$1.51M -$102K -2,478 -6%
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