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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
DA
1476
Duality Advisers
Florida
$1.2M -$4.79M -139,544 -82%
CHC
1477
City Holding Co
West Virginia
$1.2M -$120K -3,489 -10%
KF
1478
KKM Financial
Illinois
$1.19M -$44.1K -1,285 -4%
FFA
1479
Founders Financial Alliance
North Carolina
$1.19M -$17.3K -503 -2%
ANBT
1480
American National Bank & Trust
Texas
$1.19M +$407K +11,843 +60%
MWM
1481
Meridian Wealth Management
Kentucky
$1.19M -$58.9K -1,716 -5%
IWM
1482
Iams Wealth Management
Nebraska
$1.19M -$51.3K -1,493 -4%
SPI
1483
Sutton Place Investors
New York
$1.18M +$89.3K +2,601 +9%
PWM
1484
Palumbo Wealth Management
New York
$1.18M +$76.8K +2,236 +8%
PFP
1485
Paragon Financial Partners
California
$1.18M +$549 +16 +0.1%
UWPG
1486
Ullmann Wealth Partners Group
Florida
$1.18M +$23.1K +674 +2%
CP
1487
Canopy Partners
Ohio
$1.18M +$82.7K +2,408 +8%
CWM
1488
Circle Wealth Management
New Jersey
$1.18M +$25K +728 +2%
OIM
1489
Oder Investment Management
California
$1.18M +$38K +1,106 +4%
GWA
1490
GGM Wealth Advisors
Maryland
$1.18M -$704K -20,504 -40%
GP
1491
Greenline Partners
New York
$1.17M – – –
CI
1492
CX Institutional
Indiana
$1.16M +$403K +11,746 +62%
FCP
1493
Fidelis Capital Partners
Florida
$1.16M +$409K +11,904 +64%
SWK
1494
Stephen W. Kidder
$1.16M – – –
FWSM
1495
First Wilshire Securities Management
California
$1.16M -$22.3K -650 -2%
NCM
1496
NCM Capital Management
New Jersey
$1.16M +$4.63K +135 +0.4%
PCMK
1497
Paragon Capital Management (Kansas)
Kansas
$1.16M -$15.9K -463 -1%
BC
1498
Barrett & Company
Rhode Island
$1.16M – – –
KFGK
1499
Keystone Financial Group (Kentucky)
Kentucky
$1.15M +$95.6K +2,784 +10%
NHC
1500
Nicholas Hoffman & Company
Georgia
$1.15M -$180K -5,244 -15%
58 59
60
61 62