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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
OWA
1326
Octavia Wealth Advisors
Ohio
$1.21M +$27.2K +815 +2%
AFM
1327
Anson Funds Management
Texas
$1.21M – – –
BOC
1328
Barbara Oil Co
Illinois
$1.21M – – –
GJCM
1329
Grand Jean Capital Management
California
$1.21M – – –
PCM
1330
Pentwater Capital Management
Florida
$1.21M – – –
EH
1331
EMG Holdings
Connecticut
$1.21M +$1.34M +40,000 New
WBC
1332
West Branch Capital
Massachusetts
$1.2M -$28.2K -845 -2%
BDF
1333
Balasa Dinverno & Foltz
$1.2M +$36.2K +1,084 +3%
GFPC
1334
Global Financial Private Client
Florida
$1.2M -$3.94K -118 -0.3%
CBA
1335
Coastal Bridge Advisors
Connecticut
$1.2M -$10.9K -325 -0.8%
LWM
1336
Laidlaw Wealth Management
New York
$1.2M -$772K -23,105 -37%
NW
1337
Naviter Wealth
Arkansas
$1.2M +$125K +3,752 +10%
APG
1338
Abacus Planning Group
South Carolina
$1.19M +$5.68K +170 +0.4%
RWA
1339
Ropes Wealth Advisors
Massachusetts
$1.19M +$135K +4,039 +11%
MW
1340
Marcum Wealth
Ohio
$1.19M +$21K +628 +2%
AL
1341
Aspiriant LLC
California
$1.19M +$81.7K +2,445 +7%
CAAS
1342
Capital Asset Advisory Services
Michigan
$1.19M +$144K +4,293 +12%
FSA
1343
Fort Sheridan Advisors
Illinois
$1.19M +$365K +10,908 +39%
TWI
1344
Thomas White International
Illinois
$1.18M – – –
SVWAG
1345
Sound View Wealth Advisors Group
Georgia
$1.18M +$4.31K +129 +0.3%
CL
1346
COWA LLC
Oklahoma
$1.18M +$301K +8,999 +30%
LFAS
1347
Level Four Advisory Services
Texas
$1.18M +$196K +5,851 +18%
GAMC
1348
Garner Asset Management Corp
Texas
$1.18M -$149K -4,460 -10%
EP
1349
Eudaimonia Partners
Tennessee
$1.17M -$3.64M -108,746 -74%
IP
1350
Investment Partners
Ohio
$1.17M +$953K +28,503 +278%
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