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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
PH
1351
Pinnacle Holdings
Oklahoma
$1.08M – – –
SAM
1352
SignalPoint Asset Management
Missouri
$1.08M -$129K -4,826 -12%
MFA
1353
Mayflower Financial Advisors
Massachusetts
$1.08M +$958K +35,734 New
CB
1354
Community Bank
New York
$1.08M +$32.2K +1,200 +3%
KC
1355
Kingfisher Capital
North Carolina
$1.08M +$58.6K +2,185 +7%
IC
1356
Inscription Capital
Texas
$1.07M +$36.3K +1,353 +4%
MC
1357
Mathes Company
New York
$1.06M – – –
CM
1358
Capula Management
Cayman Islands
$1.06M -$1.55M -57,758 -62%
WAP
1359
Wealthcare Advisory Partners
Pennsylvania
$1.06M +$569K +21,223 +154%
TI
1360
Telemetry Investments
New York
$1.06M – – –
LSPW
1361
Lake Street Private Wealth
Illinois
$1.06M -$8.18K -305 -0.9%
AL
1362
Aspiriant LLC
California
$1.06M +$22.4K +837 +2%
MAM
1363
McLean Asset Management
Virginia
$1.06M +$937K +34,975 New
RA
1364
Rational Advisors
New York
$1.06M -$646K -24,116 -41%
CFS
1365
CRA Financial Services
New Jersey
$1.05M -$6.73K -251 -0.7%
AWC
1366
Abundance Wealth Counselors
Pennsylvania
$1.05M +$136K +5,056 +17%
WBC
1367
West Branch Capital
Massachusetts
$1.05M -$231K -8,617 -20%
WP
1368
WealthShield Partners
North Carolina
$1.05M +$153K +5,693 +20%
EWM
1369
Empirical Wealth Management
Washington
$1.05M +$92.8K +3,463 +11%
CL
1370
Choreo LLC
Illinois
$1.04M +$63.1K +2,353 +7%
CIA
1371
Citadel Investment Advisory
Ohio
$1.04M +$923K +34,431 New
BMM
1372
Buffington Mohr McNeal
Idaho
$1.04M +$43.3K +1,615 +5%
HKAM
1373
Horizon Kinetics Asset Management
New York
$1.03M -$89.2K -3,329 -9%
BMA
1374
Brooks Moore & Associates
Tennessee
$1.03M +$2.68K +100 +0.3%
CWM
1375
Cornerstone Wealth Management
Missouri
$1.03M +$10.1K +378 +1%
53 54
55
56 57