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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
GWA
1351
Gratus Wealth Advisors
Virginia
$1.87M -$633K -14,395 -25%
SIC
1352
Sage Investment Counsel
Tennessee
$1.87M +$1.87M +42,505 New
EWA
1353
Etesian Wealth Advisors
Oregon
$1.87M -$36.8K -836 -2%
VWA
1354
Visionary Wealth Advisors
Illinois
$1.86M -$103K -2,349 -5%
SOS
1355
Silver Oak Securities
Tennessee
$1.85M +$1.38M +31,297 +286%
IAS
1356
Investment Advisory Services
Texas
$1.85M -$155K -3,521 -8%
EWA
1357
Exencial Wealth Advisors
Oklahoma
$1.85M -$45.9K -1,043 -2%
WIM
1358
Westside Investment Management
California
$1.85M -$22K -500 -1%
RAM
1359
Ramirez Asset Management
New York
$1.85M – – –
CFG
1360
Chapman Financial Group
Hawaii
$1.84M +$1.85M +41,978 New
BFC
1361
Blue Fin Capital
Rhode Island
$1.84M -$9.94K -226 -0.5%
SCM
1362
Sterling Capital Management
North Carolina
$1.84M -$2.1M -47,644 -53%
SWM
1363
Sugarloaf Wealth Management
Georgia
$1.83M -$11.7K -267 -0.6%
RCM
1364
RB Capital Management
Nevada
$1.83M -$39.6K -899 -2%
CT
1365
Coastline Trust
Rhode Island
$1.83M -$5.28K -120 -0.3%
CI
1366
Conning Inc
Connecticut
$1.82M -$390K -8,873 -18%
GWM
1367
Geneos Wealth Management
Colorado
$1.82M -$2.64K -60 -0.1%
EPIME
1368
Evelyn Partners Investment Management (Europe)
$1.81M +$1.81M +41,214 New
APW
1369
Aventura Private Wealth
Florida
$1.81M +$1.81M +41,172 New
MCWA
1370
Meadow Creek Wealth Advisors
Georgia
$1.81M -$491K -11,149 -21%
BIM
1371
Bridges Investment Management
Nebraska
$1.8M +$11.3K +256 +0.6%
CCG
1372
Coastwise Capital Group
California
$1.8M -$8.45K -192 -0.5%
BWM
1373
BigSur Wealth Management
Florida
$1.8M – – –
BI
1374
Ballast Inc
Kentucky
$1.79M -$146K -3,314 -8%
ADL
1375
Asset Dedication LLC
California
$1.79M -$1.24M -28,293 -41%
53 54
55
56 57