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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
HA
1426
Herold Advisors
New York
$1.44M +$53.4K +1,173 +4%
JDR
1427
Jay D. Rosenbaum
$1.44M +$194K +4,265 +15%
CSA
1428
Cottage Street Advisors
Massachusetts
$1.43M – – –
WCM
1429
Washington Capital Management
Washington
$1.43M -$33K -725 -2%
AWM
1430
Accurate Wealth Management
Florida
$1.42M +$21K +460 +2%
DWM
1431
Dakota Wealth Management
Florida
$1.42M +$7.02K +154 +0.5%
AB
1432
Atlas Brown
Kentucky
$1.41M +$30.6K +672 +2%
SFG
1433
Sovereign Financial Group
Connecticut
$1.41M +$729 +16 +0.1%
APP
1434
Avantax Planning Partners
Iowa
$1.41M +$80.4K +1,764 +6%
SCA
1435
Stonebridge Capital Advisors
Minnesota
$1.4M +$3.28K +72 +0.2%
ZB
1436
Zions Bancorporation
Utah
$1.4M +$46.5K +1,020 +3%
GIP
1437
Granite Investment Partners
California
$1.4M – – –
RCAG
1438
Rehmann Capital Advisory Group
Michigan
$1.4M -$367K -8,046 -20%
AIM
1439
Aigen Investment Management
New York
$1.39M +$1.44M +31,687 New
TAIM
1440
TD Ameritrade Investment Management
Nebraska
$1.39M -$150K -3,289 -10%
OCM
1441
Orion Capital Management
California
$1.39M +$18.2K +400 +1%
AA
1442
Aire Advisors
California
$1.39M +$1.42M +31,154 New
HKAM
1443
Horizon Kinetics Asset Management
New York
$1.39M – – –
PFP
1444
Paragon Financial Partners
California
$1.39M +$1.42M +31,126 New
CL
1445
Choreo LLC
Illinois
$1.38M -$2.69K -59 -0.2%
FPCM
1446
Financial Partners Capital Management
New York
$1.38M +$337K +7,400 +31%
MC
1447
Mathes Company
New York
$1.38M -$185K -4,050 -12%
UWPG
1448
Ullmann Wealth Partners Group
Florida
$1.38M – – –
PFS
1449
Physicians Financial Services
North Carolina
$1.38M -$43.3K -950 -3%
WAP
1450
Wealthcare Advisory Partners
Pennsylvania
$1.37M -$653K -14,326 -32%
56 57
58
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