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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
PFGIA
1501
Patriot Financial Group Insurance Agency
Massachusetts
$946K +$42.2K +1,173 +4%
HCM
1502
Highlander Capital Management
New Jersey
$945K – – –
UWPG
1503
Ullmann Wealth Partners Group
Florida
$945K – – –
FFA
1504
Founders Financial Alliance
North Carolina
$945K +$30.4K +844 +3%
GA
1505
Greytown Advisors
Florida
$943K +$4.86K +135 +0.4%
CW
1506
CreativeOne Wealth
Kansas
$935K -$641K -17,797 -37%
KPW
1507
Kore Private Wealth
New York
$935K -$30.6K -849 -3%
OIM
1508
Oder Investment Management
California
$935K -$21.3K -592 -2%
CL
1509
COWA LLC
Oklahoma
$935K -$14.3K -396 -1%
VFM
1510
Viking Fund Management
North Dakota
$934K – – –
AA
1511
Altman Advisors
Illinois
$932K +$47K +1,306 +5%
CASB
1512
Cape Ann Savings Bank
Massachusetts
$930K +$45.3K +1,259 +4%
CWM
1513
Cornerstone Wealth Management
Missouri
$929K +$131K +3,641 +14%
TC
1514
Titleist Capital
Texas
$928K +$101K +2,808 +10%
HTC
1515
Haverford Trust Company
Pennsylvania
$924K +$257K +7,137 +32%
KJWM
1516
Kiley Juergens Wealth Management
Washington
$923K +$339K +9,414 +47%
BIM
1517
Bridgecreek Investment Management
Oklahoma
$923K +$360K +10,000 +51%
AI
1518
AXS Investments
New York
$922K +$249K +6,908 +30%
SOAMC
1519
Spirit of America Management Corp
New York
$921K – – –
PIM
1520
Perpetual Investment Management
Australia
$921K +$277K +7,700 +35%
OL
1521
Optas LLC
Texas
$917K +$333K +9,260 +46%
QT
1522
Quantamental Technologies
New York
$916K +$196K +5,435 +23%
ACG
1523
Allen Capital Group
Nebraska
$913K +$61.1K +1,697 +6%
FCB
1524
First Command Bank
Texas
$908K +$15.4K +429 +1%
FCFS
1525
First Command Financial Services
Texas
$908K +$15.4K +429 +1%
59 60
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62 63