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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
LWCFA
1376
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.12M -$25.9K -907 -2%
CW
1377
CreativeOne Wealth
Kansas
$1.11M +$97.2K +3,407 +10%
CCG
1378
Coastwise Capital Group
California
$1.11M +$75.2K +2,636 +7%
MFWP
1379
Mosaic Family Wealth Partners
Missouri
$1.1M -$171 -6 -0%
RWA
1380
Ropes Wealth Advisors
Massachusetts
$1.1M +$75K +2,629 +7%
SFFS
1381
Stonehage Fleming Financial Services
Jersey
$1.1M +$1.1M +38,407 New
TWI
1382
Thomas White International
Illinois
$1.1M -$22.2K -779 -2%
SHA
1383
Seneca House Advisors
Virginia
$1.09M -$220K -7,717 -17%
HCM
1384
Howard Capital Management
Georgia
$1.09M -$112K -3,935 -9%
IA
1385
IFG Advisory
Georgia
$1.09M +$19.3K +678 +2%
MCA
1386
Millennium Capital Advisors
Arkansas
$1.09M +$7.76K +272 +0.7%
SC
1387
Schulhoff & Co
Ohio
$1.09M +$11.5K +404 +1%
TNA
1388
True North Advisors
Texas
$1.09M -$1.6M -55,896 -60%
KJWM
1389
Kiley Juergens Wealth Management
Washington
$1.09M +$3.82K +134 +0.4%
MRCM
1390
M&R Capital Management
New Jersey
$1.09M +$5.51K +193 +0.5%
CWP
1391
Curated Wealth Partners
California
$1.08M -$24.1K -846 -2%
DWM
1392
Dorchester Wealth Management
Quebec, Canada
$1.08M +$120K +4,200 +13%
FNBTCON
1393
First National Bank & Trust Co of Newtown
Pennsylvania
$1.08M -$19.8K -694 -2%
QPWM
1394
Quadrant Private Wealth Management
Pennsylvania
$1.08M -$8.47K -297 -0.8%
BFO
1395
Biltmore Family Office
North Carolina
$1.08M -$39K -1,366 -4%
BI
1396
Ballast Inc
Kentucky
$1.08M +$90.4K +3,168 +9%
RCAG
1397
Rehmann Capital Advisory Group
Michigan
$1.08M +$7.02K +246 +0.7%
AAG
1398
Armstrong Advisory Group
Massachusetts
$1.08M +$38.7K +1,357 +4%
PP
1399
Pegasus Partners
Wisconsin
$1.07M – – –
SWA
1400
Sutton Wealth Advisors
Florida
$1.07M -$117K -4,084 -10%
54 55
56
57 58