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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
IA
1451
Insight Advisors
Pennsylvania
$1.13M -$118K -3,412 -9%
CCWA
1452
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.13M +$12.1K +352 +1%
MA
1453
MONECO Advisors
Connecticut
$1.13M +$498K +14,471 +74%
CW
1454
CreativeOne Wealth
Kansas
$1.13M +$137K +3,985 +13%
WWC
1455
Waypoint Wealth Counsel
Georgia
$1.12M +$1.17M +33,884 New
PPWP
1456
Proquility Private Wealth Partners
Nevada
$1.12M -$707K -20,521 -38%
T
1457
TOBAM
France
$1.12M +$175K +5,070 +18%
BBA
1458
BLB&B Advisors
Pennsylvania
$1.12M -$79.6K -2,310 -6%
RCAG
1459
Rehmann Capital Advisory Group
Michigan
$1.11M -$51.1K -1,483 -4%
CWA
1460
Clearview Wealth Advisors
Oregon
$1.11M -$179K -5,183 -13%
SG
1461
StoneX Group
New York
$1.11M +$331K +9,619 +40%
EGM
1462
Engineers Gate Manager
New York
$1.1M -$1.91M -55,467 -62%
WA
1463
Wambolt & Associates
Colorado
$1.1M -$19.3K -561 -2%
BI
1464
Ballast Inc
Kentucky
$1.1M +$24.1K +699 +2%
BWAM
1465
Boyd Watterson Asset Management
Ohio
$1.1M +$87.8K +2,550 +8%
SF
1466
Summit Financial
New Jersey
$1.1M -$118K -3,420 -9%
SIG
1467
Sargent Investment Group
Maryland
$1.09M +$56K +1,625 +5%
CPIG
1468
Chicago Partners Investment Group
Illinois
$1.09M -$12.8K -372 -1%
APW
1469
Aurora Private Wealth
New Jersey
$1.07M +$6.58K +191 +0.6%
FSC
1470
Full Sail Capital
Oklahoma
$1.07M +$482 +14 +0%
SAM
1471
S.A. Mason
Michigan
$1.07M +$310 +9 +0%
HFS
1472
Haverford Financial Services
Pennsylvania
$1.07M – – –
PFGIA
1473
Patriot Financial Group Insurance Agency
Massachusetts
$1.06M +$4.06K +118 +0.4%
CASB
1474
Cape Ann Savings Bank
Massachusetts
$1.06M +$60K +1,742 +6%
FM
1475
Foster & Motley
Ohio
$1.06M +$545K +15,828 +98%
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