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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
BOC
1351
Barbara Oil Co
Illinois
$1.52M – – –
GJCM
1352
Grand Jean Capital Management
California
$1.52M – – –
BFO
1353
Biltmore Family Office
North Carolina
$1.52M +$63.2K +1,841 +5%
MC
1354
Mathes Company
New York
$1.51M +$6.87K +200 +0.5%
MW
1355
Marcum Wealth
Ohio
$1.51M -$25.4K -740 -2%
WB
1356
WesBanco Bank
West Virginia
$1.51M +$299K +8,702 +28%
IIM
1357
InTrack Investment Management
Vermont
$1.5M -$95.5K -2,783 -7%
FMLI
1358
Fukoku Mutual Life Insurance
Japan
$1.5M -$57.7K -1,682 -4%
GFPC
1359
Global Financial Private Client
Florida
$1.5M +$4.91K +143 +0.4%
SW
1360
SteelPeak Wealth
California
$1.5M -$3.68M -107,291 -73%
MCM
1361
Manchester Capital Management
Vermont
$1.49M +$177K +5,160 +15%
SA
1362
Strategic Advocates
Utah
$1.49M -$80K -2,330 -6%
PWPS
1363
Pinnacle Wealth Planning Services
Ohio
$1.49M +$28.9K +842 +2%
DWM
1364
Dorchester Wealth Management
Quebec, Canada
$1.49M +$66.9K +1,950 +5%
PCM
1365
Prelude Capital Management
New York
$1.48M +$533K +15,531 +66%
SFG
1366
Sovereign Financial Group
Connecticut
$1.48M -$47.8K -1,392 -3%
WDC
1367
Woodward Diversified Capital
California
$1.48M +$79.7K +2,323 +6%
LAM
1368
LifePro Asset Management
California
$1.48M -$62.4K -1,817 -4%
RCAG
1369
Rehmann Capital Advisory Group
Michigan
$1.48M +$51.9K +1,511 +4%
MFG
1370
Magnus Financial Group
New York
$1.48M -$91.3K -2,660 -6%
EFM
1371
E Fund Management
China
$1.48M +$963K +28,055 +257%
KCFA
1372
Key Client Fiduciary Advisors
New Jersey
$1.48M -$126K -3,667 -9%
SC
1373
Schulhoff & Co
Ohio
$1.47M +$39.2K +1,143 +3%
AWA
1374
Aaron Wealth Advisors
Illinois
$1.47M +$392K +11,410 +42%
PH
1375
Pinnacle Holdings
Oklahoma
$1.47M – – –
53 54
55
56 57