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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
VWA
1476
Visionary Wealth Advisors
Illinois
$880K +$808K +24,998 New
UAM
1477
UAS Asset Management
New York
$880K +$808K +25,000 New
GIA
1478
Gladstone Institutional Advisory
Florida
$878K +$79.5K +2,459 +11%
SIM
1479
SSI Investment Management
California
$875K -$3.23K -100 -0.4%
LBC
1480
Lowe Brockenbrough & Co
Virginia
$873K +$92.5K +2,862 +13%
VDI
1481
Vaughan David Investments
Illinois
$868K -$13K -401 -2%
DJSG
1482
D.J. St. Germain
Massachusetts
$868K +$296K +9,158 +59%
PWSG
1483
Pacific Wealth Strategies Group
California
$863K +$15.3K +473 +2%
WDA
1484
Wendell David Associates
New Hampshire
$861K – – –
WEC
1485
Winslow Evans & Crocker
Massachusetts
$854K +$228K +7,050 +41%
BIA
1486
Barry Investment Advisors
Massachusetts
$852K +$8.11K +251 +1%
CFG
1487
CKW Financial Group
Hawaii
$851K +$5.53K +171 +0.7%
HPC
1488
Hobart Private Capital
North Carolina
$849K +$64.2K +1,988 +9%
OPCM
1489
Osborne Partners Capital Management
California
$848K -$58.2K -1,801 -7%
LIM
1490
Lathrop Investment Management
Arkansas
$848K – – –
LB
1491
Legacy Bridge
Iowa
$848K +$67.9K +2,100 +10%
JFA
1492
Johanson Financial Advisors
California
$846K +$40.4K +1,250 +5%
OC
1493
Oakworth Capital
Alabama
$844K +$147K +4,559 +23%
IWA
1494
Inspirion Wealth Advisors
Illinois
$843K -$2.71K -84 -0.3%
DIM
1495
Delta Investment Management
California
$841K +$772K +23,892 New
GLI
1496
Guardian Life Insurance
New York
$840K -$21.8K -675 -3%
OFS
1497
OneAscent Financial Services
Alabama
$838K +$769K +23,789 New
MHIC
1498
Marble Harbor Investment Counsel
Massachusetts
$834K -$74.3K -2,300 -9%
PTP
1499
Platform Technology Partners
New York
$827K +$759K +23,492 New
BFO
1500
Biltmore Family Office
North Carolina
$826K -$106K -3,278 -12%
58 59
60
61 62