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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
OPA
1526
Old Port Advisors
Maine
$739K +$81.1K +3,025 +14%
RCM
1527
RB Capital Management
Nevada
$739K +$111K +4,129 +20%
SFO
1528
Standard Family Office
South Dakota
$736K +$651K +24,284 New
TI
1529
Trexquant Investment
Connecticut
$735K -$7.04M -262,718 -92%
GJIC
1530
Gamble Jones Investment Counsel
California
$735K -$236K -8,800 -27%
CAM
1531
Close Asset Management
United Kingdom
$733K +$8.04K +300 +1%
CWP
1532
Capital Wealth Planning
Florida
$732K -$86.5K -3,227 -12%
DWM
1533
Dorchester Wealth Management
Quebec, Canada
$729K +$248K +9,250 +63%
DBT
1534
Dubuque Bank & Trust
Iowa
$726K -$452K -16,869 -41%
ACM
1535
Alethea Capital Management
Washington
$725K -$18.9K -707 -3%
CASB
1536
Cape Ann Savings Bank
Massachusetts
$719K +$636K +23,722 New
SAS
1537
Stelac Advisory Services
New York
$718K -$8.23K -307 -1%
LB
1538
Legacy Bridge
Iowa
$718K – – –
BHTS
1539
Bar Harbor Trust Services
Maine
$717K +$18.8K +702 +3%
1WA
1540
180 Wealth Advisors
Washington
$717K +$27.7K +1,034 +5%
SIM
1541
SSI Investment Management
California
$715K -$1.61K -60 -0.3%
ARMT
1542
Amica Retiree Medical Trust
Rhode Island
$712K -$605K -22,566 -49%
WA
1543
Wealth Advisors
California
$711K – – –
BWCS
1544
Beirne Wealth Consulting Services
Connecticut
$711K +$3.51K +131 +0.6%
BCAM
1545
Boston Common Asset Management
Massachusetts
$704K +$622K +23,212 New
GPA
1546
Garrison Point Advisors
California
$702K -$13.4K -499 -2%
CFG
1547
CKW Financial Group
Hawaii
$701K -$69.7K -2,599 -10%
AWA
1548
ARS Wealth Advisors
Florida
$700K +$20.6K +768 +3%
CPWA
1549
Cerro Pacific Wealth Advisors
California
$698K +$617K +23,034 New
EW
1550
Evoke Wealth
California
$697K -$953K -35,565 -61%
60 61
62
63 64