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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
CIAS
1501
CFS Investment Advisory Services
New Jersey
$1.26M +$1.27M +31,724 New
SFP
1502
Shepherd Financial Partners
Massachusetts
$1.26M -$4.93K -123 -0.4%
VHAM
1503
Van Hulzen Asset Management
California
$1.25M +$757K +18,891 +148%
STA
1504
Smith Thornton Advisors
Alabama
$1.25M -$2K -50 -0.2%
BFA
1505
Buttonwood Financial Advisors
Maryland
$1.25M -$94K -2,345 -7%
FFA
1506
Founders Financial Alliance
North Carolina
$1.25M -$5.89K -147 -0.5%
TCM
1507
Teza Capital Management
Illinois
$1.25M -$128K -3,187 -9%
CP
1508
Canopy Partners
Ohio
$1.24M +$1.68K +42 +0.1%
WSCM
1509
Wellington Shields Capital Management
New York
$1.24M -$650K -16,224 -34%
CHC
1510
City Holding Co
West Virginia
$1.24M +$7.01K +175 +0.6%
SS
1511
Sunbelt Securities
Texas
$1.24M -$17.9K -446 -1%
WAG
1512
Winthrop Advisory Group
Massachusetts
$1.24M +$147K +3,670 +13%
PFP
1513
Paragon Financial Partners
California
$1.24M +$641 +16 +0.1%
MBTD
1514
Mechanics Bank - Trust Department
California
$1.24M +$88.4K +2,206 +8%
APW
1515
Aurora Private Wealth
New Jersey
$1.24M -$92.6K -2,311 -7%
VWM
1516
VCI Wealth Management
Missouri
$1.23M +$1.25M +31,101 New
CG
1517
CFO4Life Group
Texas
$1.23M +$628K +15,660 +102%
AC
1518
Avenir Corporation
Virginia
$1.23M -$101K -2,508 -7%
FIM
1519
Freedom Investment Management
Connecticut
$1.23M +$157K +3,910 +14%
KCM
1520
Kathmere Capital Management
Pennsylvania
$1.22M +$83.6K +2,086 +7%
NL
1521
Navalign LLC
California
$1.22M +$1.72K +43 +0.1%
BIG
1522
Brooklyn Investment Group
New York
$1.22M +$70.1K +1,750 +6%
KP
1523
Keel Point
Alabama
$1.21M +$16.5K +412 +1%
AWE
1524
Avidian Wealth Enterprises
Texas
$1.21M +$37K +924 +3%
NCM
1525
NCM Capital Management
New Jersey
$1.21M – – –
59 60
61
62 63