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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
WMA
1401
Wealth Management Associates
New Jersey
$1.23M -$17.8K -515 -2%
DFA
1402
Delta Financial Advisors
Louisiana
$1.22M +$35.7K +1,035 +3%
OIM
1403
Oder Investment Management
California
$1.22M -$48.6K -1,407 -4%
BTW
1404
Boston Trust Walden
Massachusetts
$1.22M +$131K +3,792 +14%
FFA
1405
Founders Financial Alliance
North Carolina
$1.21M -$34.3K -995 -3%
LCM
1406
Laurion Capital Management
New York
$1.21M +$1.08M +31,180 New
GIP
1407
Granite Investment Partners
California
$1.21M +$1.07M +31,148 New
UWPG
1408
Ullmann Wealth Partners Group
Florida
$1.2M +$6.94K +201 +0.7%
SCA
1409
Stonebridge Capital Advisors
Minnesota
$1.2M +$37.9K +1,098 +4%
CCWA
1410
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.2M -$57K -1,652 -5%
VCAM
1411
Van Cleef Asset Management
Ohio
$1.2M -$78.4K -2,272 -7%
PG
1412
Proffitt & Goodson
Tennessee
$1.2M -$74.3K -2,153 -6%
FNBOO
1413
First National Bank of Omaha
Nebraska
$1.19M -$983K -28,500 -48%
OAM
1414
Optimal Asset Management
California
$1.19M +$300K +8,700 +39%
CWA
1415
Clearview Wealth Advisors
Oregon
$1.19M -$104 -3 -0%
CWA
1416
Canvas Wealth Advisors
Kansas
$1.19M +$1.02M +29,646 New
XSC
1417
X-Square Capital
Puerto Rico
$1.18M -$690 -20 -0.1%
AAM
1418
Augustine Asset Management
Florida
$1.18M -$66.4K -1,923 -6%
CL
1419
CPWM LLC
Washington
$1.18M +$37.6K +1,089 +4%
SC
1420
Shay Capital
New York
$1.18M +$1.06M +30,575 New
CWP
1421
Curated Wealth Partners
California
$1.18M +$88K +2,550 +9%
OCM
1422
Orion Capital Management
California
$1.18M +$34.5K +1,000 +3%
SAM
1423
Sawgrass Asset Management
Florida
$1.18M -$16.1K -466 -2%
MCM
1424
Mitchell Capital Management
Kansas
$1.17M +$69.8K +2,022 +7%
SWK
1425
Stephen W. Kidder
$1.16M – – –
55 56
57
58 59