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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
PR
1301
Payden & Rygel
California
$1.5M – – –
CCWA
1302
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.5M +$26.6K +915 +2%
LA
1303
Legacy Advisors
Pennsylvania
$1.49M +$104K +3,566 +9%
FWP
1304
Falcon Wealth Planning
California
$1.49M +$7.39K +254 +0.6%
RAM
1305
Ramirez Asset Management
New York
$1.48M – – –
BFW
1306
Brady Family Wealth
Missouri
$1.48M -$76.2K -2,618 -6%
FCA
1307
FLC Capital Advisors
California
$1.47M -$177K -6,074 -12%
IP
1308
Intellectus Partners
California
$1.46M +$524 +18 +0%
DGAM
1309
Desjardins Global Asset Management
Quebec, Canada
$1.46M -$289K -9,941 -19%
AWA
1310
Arkadios Wealth Advisors
Georgia
$1.46M -$742K -25,475 -37%
FPGT
1311
Financial Partners Group (Tennessee)
Tennessee
$1.45M +$1.26M +43,201 New
BI
1312
Ballast Inc
Kentucky
$1.45M +$40.2K +1,381 +3%
OC
1313
Oarsman Capital
Wisconsin
$1.45M -$72.1K -2,477 -5%
WIM
1314
Westside Investment Management
California
$1.44M -$59.7K -2,050 -5%
ME
1315
McIlrath & Eck
Washington
$1.44M +$26.2K +901 +2%
ECM
1316
ExodusPoint Capital Management
New York
$1.44M -$1.44M -49,418 -54%
WI
1317
WrapManager Inc
California
$1.44M -$4.83K -166 -0.4%
QWP
1318
Quotient Wealth Partners
Texas
$1.44M +$1.24M +42,620 New
KCFA
1319
Key Client Fiduciary Advisors
New Jersey
$1.43M -$95K -3,264 -7%
ST
1320
Smithfield Trust
Pennsylvania
$1.43M -$254K -8,708 -17%
OM
1321
OV Management
Minnesota
$1.43M +$1.24M +42,500 New
MBI
1322
May Barnhard Investments
Maryland
$1.43M +$1.24M +42,496 New
SA
1323
Sunesis Advisors
Kansas
$1.43M -$7.16K -246 -0.6%
IIM
1324
InTrack Investment Management
Vermont
$1.43M -$13K -448 -1%
RCM
1325
RB Capital Management
Nevada
$1.43M -$25.4K -874 -2%
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