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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
PPP
1326
Private Portfolio Partners
New Jersey
$792K +$26.9K +1,080 +3%
NNP
1327
Nachman Norwood & Parrott
South Carolina
$791K -$12.4K -498 -1%
PWAP
1328
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$790K -$401K -16,118 -33%
BMM
1329
Buffington Mohr McNeal
Idaho
$790K – – –
HWA
1330
Heritage Wealth Advisors
Virginia
$787K +$58.3K +2,340 +8%
VCAM
1331
Van Cleef Asset Management
Ohio
$785K +$126K +5,071 +18%
ARMC
1332
American Research & Management Company
Massachusetts
$785K +$172K +6,900 +27%
WAS
1333
WESPAC Advisors SoCal
California
$783K -$9.96K -400 -1%
DHFB
1334
Dixon Hubard Feinour & Brown
Virginia
$780K -$50.6K -2,033 -6%
KJWM
1335
Kiley Juergens Wealth Management
Washington
$780K +$148K +5,935 +22%
WMA
1336
Wealth Management Associates
New Jersey
$777K +$74K +2,971 +10%
HCM
1337
Horrell Capital Management
Arkansas
$777K +$3.09K +124 +0.4%
SAM
1338
S.A. Mason
Michigan
$776K +$224 +9 +0%
DFA
1339
Delta Financial Advisors
Louisiana
$775K -$125K -5,005 -13%
CL
1340
Choreo LLC
Illinois
$774K -$35.1K -1,409 -4%
PP
1341
Pegasus Partners
Wisconsin
$772K – – –
MMA
1342
Miracle Mile Advisors
California
$769K -$2.67M -107,040 -77%
CSA
1343
Cottage Street Advisors
Massachusetts
$764K – – –
SAM
1344
Sawgrass Asset Management
Florida
$757K – – –
HPC
1345
Hobart Private Capital
North Carolina
$755K +$93.7K +3,763 +14%
RCAG
1346
Rehmann Capital Advisory Group
Michigan
$753K +$15.6K +625 +2%
YWP
1347
YorkBridge Wealth Partners
New York
$752K +$8.22K +330 +1%
FDS
1348
Freedom Day Solutions
Texas
$751K +$301K +12,094 +63%
EWM
1349
Empirical Wealth Management
Washington
$750K -$293K -11,763 -27%
PCM
1350
Prelude Capital Management
New York
$746K +$771K +30,976 New
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