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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
FHA
1326
First Horizon Advisors
Tennessee
$1.84M -$275K -6,177 -12%
MSAM
1327
Moloney Securities Asset Management
Missouri
$1.82M +$1.22M +27,484 +169%
ICM
1328
IMS Capital Management
Oregon
$1.81M -$7.75K -174 -0.4%
FSA
1329
Fort Sheridan Advisors
Illinois
$1.81M +$89 +2 +0%
MC
1330
Martin & Co
Tennessee
$1.81M +$5.75K +129 +0.3%
FWP
1331
Falcon Wealth Planning
California
$1.81M +$19.7K +443 +1%
RSWM
1332
Robertson Stephens Wealth Management
California
$1.8M -$8.66M -194,260 -82%
KAS
1333
KPP Advisory Services
Kentucky
$1.8M +$593K +13,300 +45%
PPWP
1334
Premier Path Wealth Partners
New Jersey
$1.8M -$66.8K -1,500 -3%
FPGT
1335
Financial Partners Group (Tennessee)
Tennessee
$1.8M -$194K -4,345 -9%
MMM
1336
Mendel Money Management
Illinois
$1.79M -$59.9K -1,345 -3%
EGM
1337
Engineers Gate Manager
New York
$1.79M -$4.76M -106,718 -71%
QCM
1338
Qsemble Capital Management
New York
$1.79M +$1.91M +42,914 New
APW
1339
Aventura Private Wealth
Florida
$1.79M +$73.3K +1,646 +4%
PWAM
1340
Private Wealth Asset Management
Iowa
$1.78M +$1.9M +42,659 New
WPC
1341
White Pine Capital
Minnesota
$1.78M – – –
GWA
1342
Gratus Wealth Advisors
Virginia
$1.78M +$490 +11 +0%
CFM
1343
Catalyst Funds Management
Australia
$1.77M -$736K -16,520 -28%
VWA
1344
Visionary Wealth Advisors
Illinois
$1.77M +$7.53K +169 +0.4%
BFW
1345
Brady Family Wealth
Missouri
$1.77M -$67.2K -1,509 -3%
IAS
1346
Investment Advisory Services
Texas
$1.76M +$1.87K +42 +0.1%
BTW
1347
Boston Trust Walden
Massachusetts
$1.76M +$132K +2,954 +8%
WIM
1348
Westside Investment Management
California
$1.76M +$6.64K +149 +0.4%
RCM
1349
RB Capital Management
Nevada
$1.76M +$20.5K +459 +1%
CT
1350
Coastline Trust
Rhode Island
$1.76M +$22.9K +513 +1%
52 53
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