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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
BAC
1351
Boys Arnold & Co
North Carolina
$660K +$45.7K +1,525 +5%
BOPW
1352
Brandywine Oak Private Wealth
Pennsylvania
$659K +$18K +600 +2%
GCP
1353
GSA Capital Partners
United Kingdom
$659K +$930K +31,019 New
PCM
1354
Prelude Capital Management
New York
$657K +$927K +30,929 New
BIAS
1355
Beacon Investment Advisory Services
New Jersey
$656K -$255K -8,492 -22%
DWM
1356
Dorchester Wealth Management
Quebec, Canada
$655K -$168K -5,600 -15%
OAG
1357
Orbis Allan Gray
Bermuda
$655K +$924K +30,830 New
HCM
1358
HGI Capital Management
New York
$652K -$2.65M -88,359 -74%
OIA
1359
Optimum Investment Advisors
Illinois
$652K +$8.99K +300 +1%
SOAMC
1360
Spirit of America Management Corp
New York
$650K -$441K -14,700 -32%
EMG
1361
Ellington Management Group
Connecticut
$650K +$917K +30,600 New
KA
1362
Kovack Advisors
Florida
$649K +$51.8K +1,728 +6%
AFAS
1363
Acorn Financial Advisory Services
Virginia
$648K +$6.06K +202 +0.7%
LF
1364
Lantz Financial
Illinois
$646K -$6.8K -227 -0.7%
UWPG
1365
Ullmann Wealth Partners Group
Florida
$646K – – –
CICI
1366
Capital Investment Counsel Inc
North Carolina
$646K +$46.5K +1,550 +5%
TWP
1367
Tempus Wealth Planning
California
$645K -$14.2K -473 -2%
HWA
1368
Heritage Wealth Advisors
Virginia
$644K -$26.7K -892 -3%
BMA
1369
Brooks Moore & Associates
Tennessee
$640K +$51.7K +1,725 +6%
SWK
1370
Stephen W. Kidder
$638K – – –
BFO
1371
Biltmore Family Office
North Carolina
$638K +$197K +6,588 +28%
SHWM
1372
Silicon Hills Wealth Management
Texas
$637K +$899K +29,985 +428,357%
PP
1373
Pegasus Partners
Wisconsin
$633K +$11.9K +396 +1%
JFL
1374
Jarislowsky, Fraser Ltd
Quebec, Canada
$633K +$108K +3,600 +14%
WA
1375
Wealth Advisors
California
$631K – – –
53 54
55
56 57