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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
AIA
1426
AIMZ Investment Advisors
California
$693K -$30.5K -1,000 -4%
LIA
1427
LBMC Investment Advisors
Tennessee
$689K +$37.8K +1,240 +6%
CCT
1428
Country Club Trust
Missouri
$688K -$2.28K -75 -0.3%
AOWM
1429
Alpha Omega Wealth Management
Virginia
$685K -$8.38K -275 -1%
KJWM
1430
Kiley Juergens Wealth Management
Washington
$685K +$25.3K +830 +4%
JFA
1431
JNBA Financial Advisors
Minnesota
$685K +$134K +4,408 +23%
WPA
1432
West Paces Advisors
Georgia
$685K -$60.9K -2,000 -8%
QPWM
1433
Quadrant Private Wealth Management
Pennsylvania
$683K -$14.5K -475 -2%
ODCM
1434
Old Dominion Capital Management
Virginia
$683K +$165K +5,402 +30%
KA
1435
Kaizen Advisory
Illinois
$682K – – –
DT
1436
Diversified Trust
Tennessee
$678K -$1.04K -34 -0.1%
FI
1437
FormulaFolio Investments
Michigan
$676K -$260K -8,552 -27%
FSA
1438
Franklin Street Advisors
North Carolina
$676K -$39K -1,281 -5%
EWM
1439
Evermay Wealth Management
Virginia
$675K -$35K -1,150 -5%
CCFCSB
1440
Cape Cod Five Cents Savings Bank
Massachusetts
$674K -$10.7K -350 -2%
FIB
1441
First Interstate Bank
Montana
$673K -$245K -8,029 -26%
RCC
1442
Red Cedar Capital
Nebraska
$671K -$77.5K -2,545 -10%
TDC
1443
Thompson Davis & Co
Virginia
$671K -$1.58K -52 -0.2%
UAS
1444
United Asset Strategies
New York
$667K -$19.6K -643 -3%
CWM
1445
Circle Wealth Management
New Jersey
$667K +$2.28K +75 +0.3%
IWP
1446
Icon Wealth Partners
Texas
$664K -$63.4K -2,083 -8%
BCM
1447
BTR Capital Management
California
$664K – – –
GSBTD
1448
Glenview State Bank Trust Department
Illinois
$659K -$162K -5,330 -19%
CFG
1449
CKW Financial Group
Hawaii
$656K -$33.5K -1,100 -5%
IRC
1450
Investors Research Corp
Georgia
$655K – – –
56 57
58
59 60