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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
CPBTD
1501
Central Pacific Bank - Trust Division
Hawaii
$1.15M +$1.05M +30,729 New
VIM
1502
VELA Investment Management
Ohio
$1.15M -$10.8K -314 -1%
PFA
1503
Pathway Financial Advisers
Indiana
$1.15M -$27.2K -793 -3%
PI
1504
Parkside Investments
Illinois
$1.15M – – –
BBA
1505
BLB&B Advisors
Pennsylvania
$1.14M -$8.58K -250 -0.8%
TWP
1506
Tempus Wealth Planning
California
$1.14M -$1.13K -33 -0.1%
TSWM
1507
Tyler-Stone Wealth Management
Ohio
$1.14M -$61.4K -1,788 -6%
HCM
1508
Horrell Capital Management
Arkansas
$1.14M +$5.05K +147 +0.5%
WP
1509
Waycross Partners
Kentucky
$1.14M – – –
ACG
1510
Allen Capital Group
Nebraska
$1.13M -$24.4K -711 -2%
SHA
1511
Seneca House Advisors
Virginia
$1.13M -$88.4K -2,574 -8%
GC
1512
GFG Capital
Florida
$1.13M -$2.78K -81 -0.3%
IIA
1513
IPG Investment Advisors
California
$1.13M -$90.8K -2,645 -8%
SA
1514
Strategic Advisors
New York
$1.13M -$285K -8,315 -22%
AWM
1515
Aviso Wealth Management
Washington
$1.13M +$90.9K +2,647 +10%
WA
1516
Wealth Architects
California
$1.13M -$4.08K -119 -0.4%
QC
1517
Quent Capital
New York
$1.13M +$35.6K +1,037 +4%
MBTD
1518
Mechanics Bank - Trust Department
California
$1.12M -$61K -1,776 -6%
HTC
1519
Haverford Trust Company
Pennsylvania
$1.12M +$56.5K +1,646 +6%
GLA
1520
Good Life Advisors
Pennsylvania
$1.12M -$4.26K -124 -0.4%
MG
1521
Mather Group
Illinois
$1.12M -$33K -960 -3%
AWA
1522
Aletheian Wealth Advisors
Washington
$1.11M +$231K +6,732 +30%
AGWCA
1523
Annis Gardner Whiting Capital Advisors
Florida
$1.11M +$167K +4,879 +20%
OA
1524
Operose Advisors
Wisconsin
$1.11M +$312K +9,100 +45%
NLP
1525
Next Level Private
New York
$1.11M -$21.7K -632 -2%
59 60
61
62 63