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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
VC
1501
Veracity Capital
Georgia
$824K +$756K +23,383 New
FWCM
1502
Ferguson Wellman Capital Management
Oregon
$821K +$79.1K +2,448 +12%
CG
1503
Cynosure Group
Utah
$819K – – –
GCA
1504
Gradient Capital Advisors
California
$819K +$148K +4,575 +24%
LC
1505
Lindbrook Capital
California
$817K -$8.92K -276 -1%
TCOO
1506
Trust Company of Oklahoma
Oklahoma
$815K – – –
WPA
1507
West Paces Advisors
Georgia
$815K +$22.3K +691 +3%
SL
1508
Savior LLC
Massachusetts
$813K +$746K +23,092 New
FA
1509
Fortis Advisors
Pennsylvania
$812K +$2.55K +79 +0.3%
CHAM
1510
Clear Harbor Asset Management
Connecticut
$811K -$17.8K -550 -2%
RCC
1511
Red Cedar Capital
Nebraska
$810K – – –
DCM
1512
Donaldson Capital Management
Indiana
$809K -$25.8K -797 -3%
JDR
1513
Jay D. Rosenbaum
$809K +$17.6K +544 +2%
PAG
1514
Pinnacle Advisory Group
Maryland
$808K – – –
MF
1515
Manchester Financial
California
$807K – – –
RMDI
1516
R.M. Davis Inc
Maine
$806K +$17K +526 +2%
GFP
1517
Gryphon Financial Partners
Ohio
$806K +$310K +9,592 +72%
AWM
1518
Argent Wealth Management
Massachusetts
$805K +$739K +22,863 New
GLA
1519
Good Life Advisors
Pennsylvania
$803K -$10.1K -314 -1%
BIM
1520
Baldwin Investment Management
Pennsylvania
$801K +$808 +25 +0.1%
BCWM
1521
Bartlett & Co Wealth Management
Ohio
$800K +$16.5K +510 +2%
BHTS
1522
Bar Harbor Trust Services
Maine
$799K +$733K +22,690 New
1WA
1523
180 Wealth Advisors
Washington
$795K -$10.9K -337 -1%
SP
1524
Symmetry Partners
Connecticut
$794K +$729K +22,549 New
AI
1525
Accredited Investors
Minnesota
$791K +$20.7K +639 +3%
59 60
61
62 63