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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
FWP
1301
Falcon Wealth Planning
California
$1.25M +$106K +3,200 +8%
CD
1302
Chapin Davis
Maryland
$1.24M +$60.6K +1,836 +4%
KCFA
1303
Key Client Fiduciary Advisors
New Jersey
$1.24M -$69.2K -2,096 -5%
CAM
1304
Columbia Asset Management
Michigan
$1.24M -$62.1K -1,881 -4%
GWANC
1305
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.24M +$36.3K +1,099 +3%
GITFIT
1306
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$1.24M +$390K +11,800 +37%
SFG
1307
Sovereign Financial Group
Connecticut
$1.24M +$19.9K +604 +1%
MBTD
1308
Mechanics Bank - Trust Department
California
$1.24M +$39.3K +1,190 +3%
MFG
1309
MidWestOne Financial Group
Iowa
$1.24M +$655K +19,849 +85%
BWAM
1310
Boyd Watterson Asset Management
Ohio
$1.23M +$325K +9,855 +30%
TF
1311
Threadgill Financial
Texas
$1.22M +$675K +20,457 +92%
SAMT
1312
Select Asset Management & Trust
Pennsylvania
$1.22M +$1.14M +34,497 +418%
AAM
1313
Augustine Asset Management
Florida
$1.22M -$3.73K -113 -0.3%
KFA
1314
Kelleher Financial Advisors
New York
$1.22M +$99 +3 +0%
PI
1315
PFG Investments
New York
$1.22M +$1.4M +42,549 New
HP
1316
Hikari Power
Japan
$1.21M – – –
FMLI
1317
Fukoku Mutual Life Insurance
Japan
$1.21M -$330K -10,000 -19%
SA
1318
Strategic Advisors
New York
$1.21M +$1.25K +38 +0.1%
PVM
1319
Palogic Value Management
Texas
$1.21M +$77.1K +2,336 +6%
RFA
1320
Resurgent Financial Advisors
Georgia
$1.21M -$237K -7,189 -15%
AA
1321
Aire Advisors
California
$1.21M -$141K -4,257 -9%
SG
1322
Stonnington Group
California
$1.2M -$264K -8,000 -16%
NL
1323
NVWM LLC
Pennsylvania
$1.2M -$19.7K -596 -1%
EGA
1324
E&G Advisors
Texas
$1.2M -$52.8K -1,600 -4%
HCM
1325
Howard Capital Management
Georgia
$1.2M +$1.38M +41,935 New
51 52
53
54 55