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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
FWP
1351
Falcon Wealth Planning
California
$1.34M +$3.38K +98 +0.2%
OWA
1352
Octavia Wealth Advisors
Ohio
$1.33M +$5.89K +171 +0.4%
EWM
1353
Evergreen Wealth Management
Michigan
$1.33M +$1.38M +40,107 New
KF
1354
Krilogy Financial
Missouri
$1.33M +$59.4K +1,724 +4%
PVM
1355
Palogic Value Management
Texas
$1.33M +$1.38M +40,046 New
TC
1356
Titleist Capital
Texas
$1.33M -$36.1K -1,049 -3%
BOC
1357
Barbara Oil Co
Illinois
$1.32M – – –
PCM
1358
Pentwater Capital Management
Florida
$1.32M – – –
LWM
1359
Laidlaw Wealth Management
New York
$1.32M +$8.85K +257 +0.6%
CB
1360
Centennial Bank
Arkansas
$1.32M +$1.37M +39,786 New
LWCFA
1361
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.32M -$330K -9,588 -19%
CBA
1362
Coastal Bridge Advisors
Connecticut
$1.32M +$861 +25 +0.1%
TPW
1363
Transatlantique Private Wealth
New York
$1.31M +$117K +3,408 +9%
FSA
1364
Fort Sheridan Advisors
Illinois
$1.31M +$10.4K +303 +0.8%
WBC
1365
West Branch Capital
Massachusetts
$1.31M -$10.3K -299 -0.8%
FFS
1366
Founders Financial Securities
Maryland
$1.31M +$133K +3,853 +11%
QPWM
1367
Quadrant Private Wealth Management
Pennsylvania
$1.3M +$1.36M +39,354 New
MW
1368
Marcum Wealth
Ohio
$1.3M +$1.55K +45 +0.1%
MSS
1369
Mitchell Sinkler & Starr
Pennsylvania
$1.3M -$188K -5,460 -12%
TWI
1370
Thomas White International
Illinois
$1.3M – – –
LA
1371
Legacy Advisors
Pennsylvania
$1.3M +$53.2K +1,545 +4%
MCM
1372
Manchester Capital Management
Vermont
$1.3M -$256K -7,438 -16%
DCM
1373
Dimension Capital Management
Florida
$1.29M -$445K -12,908 -25%
GAMC
1374
Garner Asset Management Corp
Texas
$1.29M -$1.34K -39 -0.1%
FWM
1375
Finer Wealth Management
Massachusetts
$1.29M +$646K +18,756 +93%
53 54
55
56 57