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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
CBA
1376
Coastal Bridge Advisors
Connecticut
$728K +$570 +21 +0.1%
SCI
1377
Stableford Capital II
Arizona
$725K -$2.08M -76,719 -72%
JSL
1378
JT Stratford LLC
Georgia
$724K +$797K +29,367 New
WIM
1379
Westside Investment Management
California
$723K -$73.1K -2,693 -9%
ST
1380
Smithfield Trust
Pennsylvania
$722K -$597 -22 -0.1%
MLIC
1381
Mandatum Life Insurance Company
Finland
$721K – – –
RA
1382
RFG Advisory
Alabama
$718K -$95.8K -3,530 -11%
AC
1383
Addison Capital
Pennsylvania
$718K -$26.4K -972 -3%
LWS
1384
Lucia Wealth Services
California
$714K -$485K -17,886 -38%
NEPWA
1385
New England Private Wealth Advisors
Massachusetts
$714K -$203K -7,477 -21%
EDRIA
1386
Edmonds Duncan Registered Investment Advisors
Kansas
$714K -$119K -4,382 -13%
NNP
1387
Nachman Norwood & Parrott
South Carolina
$712K +$784K +28,907 New
ATFA
1388
All Terrain Financial Advisors
Minnesota
$710K -$62.3K -2,296 -7%
QCG
1389
Quadrant Capital Group
Ohio
$708K +$10.9K +400 +1%
QI
1390
Qtron Investments
Massachusetts
$707K +$779K +28,696 New
CG
1391
Cutler Group
California
$705K -$4.85M -178,599 -86%
FC
1392
Ferris Capital
Massachusetts
$702K -$3.5K -129 -0.5%
TCOO
1393
Trust Company of Oklahoma
Oklahoma
$700K +$382K +14,095 +98%
TPA
1394
Trivium Point Advisory
Connecticut
$700K +$771K +28,401 New
CCM
1395
Community Capital Management
Florida
$690K +$760K +28,000 New
WA
1396
Wealth Architects
California
$686K -$2.52K -93 -0.3%
KA
1397
Kovack Advisors
Florida
$686K +$84.6K +3,117 +13%
BFA
1398
Bragg Financial Advisors
North Carolina
$683K -$72.1K -2,657 -9%
AFNAS
1399
American Financial Network Advisory Services
California
$682K -$81K -2,986 -10%
DR
1400
Davis Rea
Ontario, Canada
$680K +$749K +27,590 New
54 55
56
57 58