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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
PFGIA
1526
Patriot Financial Group Insurance Agency
Massachusetts
$948K +$148K +4,290 +21%
DWM
1527
Dorchester Wealth Management
Quebec, Canada
$945K +$13K +377 +2%
GDP
1528
Great Diamond Partners
Maine
$943K -$7.63K -221 -0.9%
STB
1529
S&T Bank
Pennsylvania
$942K -$4.9K -142 -0.6%
SFO
1530
Standard Family Office
South Dakota
$940K – – –
GJIC
1531
Gamble Jones Investment Counsel
California
$938K – – –
PCH
1532
PGIM Custom Harvest
New Jersey
$935K +$834K +24,157 New
FFS
1533
Founders Financial Securities
Maryland
$934K +$148K +4,297 +22%
BFA
1534
Benedict Financial Advisors
Georgia
$934K +$833K +24,153 New
SW
1535
SlateStone Wealth
Florida
$932K -$1.17M -33,875 -58%
RMDI
1536
R.M. Davis Inc
Maine
$931K -$15.6K -451 -2%
MAP
1537
Moody Aldrich Partners
Massachusetts
$931K +$830K +24,054 New
FMT
1538
First Mercantile Trust
Tennessee
$930K -$75.5K -2,188 -8%
AWA
1539
ARS Wealth Advisors
Florida
$929K +$31.6K +915 +4%
APP
1540
Avantax Planning Partners
Iowa
$927K +$69K +2,001 +9%
WW
1541
Waterfront Wealth
Kansas
$922K -$176K -5,087 -18%
VWM
1542
Vigilare Wealth Management
Arizona
$922K +$822K +23,823 New
GSWM
1543
Golden State Wealth Management
California
$914K -$347K -10,051 -30%
GLA
1544
Good Life Advisors
Pennsylvania
$914K -$61K -1,768 -7%
TWA
1545
TCI Wealth Advisors
Arizona
$912K +$76.8K +2,227 +10%
SIM
1546
SSI Investment Management
California
$911K -$345 -10 -0%
WWM
1547
Windsor Wealth Management
Indiana
$909K +$33.4K +967 +4%
TSS
1548
Two Sigma Securities
New York
$904K -$831K -24,084 -51%
BCAM
1549
Boston Common Asset Management
Massachusetts
$904K +$5.56K +161 +0.7%
MA
1550
MCF Advisors
Kentucky
$904K +$115K +3,343 +17%
60 61
62
63 64