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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
SIC
1526
Sage Investment Counsel
Tennessee
$1.84M -$160 -3 -0%
SIA
1527
Soltis Investment Advisors
Utah
$1.83M -$85.5K -1,608 -5%
DWML
1528
Decker Wealth Management LLC
Tennessee
$1.83M -$361K -6,783 -17%
AB
1529
ANB Bank
Colorado
$1.83M -$57.4K -1,080 -3%
CWM
1530
Connecticut Wealth Management
Connecticut
$1.83M +$94K +1,768 +6%
TWM
1531
Tortuga Wealth Management
California
$1.82M +$8.56K +161 +0.5%
TWP
1532
Tempus Wealth Planning
California
$1.82M +$8.24K +155 +0.5%
CAG
1533
Csenge Advisory Group
Florida
$1.82M +$49.4K +929 +3%
DSC
1534
Duncker Streett & Co
Missouri
$1.82M -$29.4K -553 -2%
DE
1535
Diversified Enterprises
Delaware
$1.81M -$305K -5,743 -15%
BWM
1536
BigSur Wealth Management
Florida
$1.81M – – –
PFW
1537
Petros Family Wealth
Minnesota
$1.81M +$12.9K +242 +0.8%
UAML
1538
US Asset Management LLC
Pennsylvania
$1.81M +$6.91K +130 +0.4%
EFH
1539
Eaton Financial Holdings
Florida
$1.81M +$184K +3,463 +12%
MSWM
1540
McGlone Suttner Wealth Management
Wisconsin
$1.81M +$34.3K +644 +2%
WG
1541
Welch Group
Alabama
$1.81M +$65.3K +1,228 +4%
MC
1542
Mathes Company
New York
$1.81M – – –
MBTD
1543
Mechanics Bank - Trust Department
California
$1.8M -$5.48K -103 -0.3%
SM
1544
Sweeney & Michel
California
$1.8M -$37.9K -712 -2%
SPC
1545
Spirepoint Private Client
Florida
$1.8M +$12.3K +232 +0.7%
EFG
1546
Ethos Financial Group
Pennsylvania
$1.8M +$318K +5,971 +25%
IWM
1547
Iams Wealth Management
Nebraska
$1.8M -$56.6K -1,065 -3%
PFGIA
1548
Patriot Financial Group Insurance Agency
Massachusetts
$1.79M -$4.76M -89,576 -74%
RCA
1549
Resonant Capital Advisors
Wisconsin
$1.79M +$54.6K +1,026 +3%
ADL
1550
Asset Dedication LLC
California
$1.79M -$40.7K -765 -2%
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