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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
ADL
1501
Asset Dedication LLC
California
$1.95M -$53.5K -1,012 -3%
LA
1502
Legacy Advisors
Pennsylvania
$1.94M +$60.1K +1,137 +3%
FHA
1503
Flagship Harbor Advisors
Massachusetts
$1.94M +$142K +2,683 +8%
CP
1504
Canopy Partners
Ohio
$1.94M +$4.55K +86 +0.2%
DIP
1505
Davis Investment Partners
North Carolina
$1.94M -$2.01M -37,955 -52%
MCM
1506
Mill Capital Management
North Carolina
$1.93M – – –
CFGW
1507
Chancellor Financial Group WB
Pennsylvania
$1.93M +$634 +12 +0%
CA
1508
CoreCap Advisors
Michigan
$1.93M +$58.4K +1,105 +3%
CAS
1509
Coppell Advisory Solutions
Texas
$1.93M -$995K -18,820 -35%
SW
1510
SkyOak Wealth
Michigan
$1.93M -$65.3K -1,235 -3%
RP
1511
Raelipskie Partnership
Ontario, Canada
$1.93M -$20.1K -380 -1%
EPIME
1512
Evelyn Partners Investment Management (Europe)
$1.92M -$42.3K -800 -2%
JWM
1513
Jupiter Wealth Management
Colorado
$1.92M – – –
IAS
1514
IMA Advisory Services
Colorado
$1.92M -$185K -3,498 -9%
OWM
1515
Orca Wealth Management
Florida
$1.91M +$1.8K +34 +0.1%
KA
1516
Kovack Advisors
Florida
$1.91M +$412K +7,796 +29%
MC
1517
Mathes Company
New York
$1.91M -$26.4K -500 -1%
MW
1518
MBL Wealth
North Carolina
$1.91M +$472K +8,922 +35%
AA
1519
Advisory Alpha
Michigan
$1.9M +$28K +530 +2%
TPA
1520
Trivium Point Advisory
Connecticut
$1.9M -$93.8K -1,774 -5%
CI
1521
CX Institutional
Indiana
$1.9M -$56.2K -1,064 -3%
NAS
1522
Nicolet Advisory Services
Wisconsin
$1.9M -$6.24K -118 -0.3%
PFGIA
1523
Patriot Financial Group Insurance Agency
Massachusetts
$1.9M -$1.23M -23,180 -40%
IA
1524
IFC Advisors
California
$1.9M -$78.5K -1,485 -4%
BVP
1525
Bristlecone Value Partners
California
$1.9M +$1.82M +34,457 New
59 60
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