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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
WAS
1376
WESPAC Advisors SoCal
California
$751K +$11.8K +500 +2%
SAM
1377
Sawgrass Asset Management
Florida
$746K -$34.9K -1,477 -4%
BP
1378
BBR Partners
New York
$744K +$472K +19,976 +176%
CFGS
1379
Concourse Financial Group Securities
Alabama
$743K -$686K -29,046 -48%
AOWM
1380
Alpha Omega Wealth Management
Virginia
$736K -$15.9K -671 -2%
YWP
1381
YorkBridge Wealth Partners
New York
$734K -$66.7K -2,824 -8%
DLHL
1382
Donald L. Hagan LLC
Florida
$733K -$108K -4,553 -13%
OAG
1383
Orbis Allan Gray
Bermuda
$732K – – –
UWPG
1384
Ullmann Wealth Partners Group
Florida
$730K +$6.66K +282 +0.9%
STA
1385
Summit Trail Advisors
New York
$730K +$727K +30,757 New
HCM
1386
HGI Capital Management
New York
$729K – – –
RCAG
1387
Rehmann Capital Advisory Group
Michigan
$728K +$724K +30,635 New
OIA
1388
Optimum Investment Advisors
Illinois
$727K -$2.36K -100 -0.3%
RPC
1389
Rossmore Private Capital
Connecticut
$727K +$155K +6,564 +27%
AFAS
1390
Acorn Financial Advisory Services
Virginia
$723K -$2.95K -125 -0.4%
TWP
1391
Tempus Wealth Planning
California
$722K +$803 +34 +0.1%
HWA
1392
Heritage Wealth Advisors
Virginia
$720K – – –
WA
1393
Wealth Architects
California
$720K -$167K -7,052 -19%
BOPW
1394
Brandywine Oak Private Wealth
Pennsylvania
$719K -$23K -975 -3%
AIC
1395
Ameritas Investment Company
Nebraska
$716K -$241K -10,191 -25%
SWK
1396
Stephen W. Kidder
$714K – – –
DI
1397
DFPG Investments
Utah
$712K -$116K -4,893 -14%
SHWM
1398
Silicon Hills Wealth Management
Texas
$712K – – –
FSCM
1399
Front Street Capital Management
Montana
$711K +$104K +4,396 +17%
SCA
1400
Stonebridge Capital Advisors
Minnesota
$708K +$5.91K +250 +0.8%
54 55
56
57 58