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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
FPCM
1526
Financial Partners Capital Management
New York
$980K -$41K -1,000 -4%
SW
1527
SlateStone Wealth
Florida
$977K -$15.7K -384 -2%
WWM
1528
Windsor Wealth Management
Indiana
$973K +$4.39K +107 +0.5%
SIM
1529
SSI Investment Management
California
$968K -$2.71K -66 -0.3%
FNBSF
1530
First National Bank Sioux Falls
South Dakota
$968K +$107K +2,615 +13%
JSC
1531
Jackson Square Capital
California
$967K +$453K +11,049 +89%
WW
1532
Waterfront Wealth
Kansas
$965K +$2.3K +56 +0.2%
MA
1533
MCF Advisors
Kentucky
$964K – – –
PA
1534
PFG Advisors
Arizona
$963K +$71.9K +1,754 +8%
NFG
1535
Norris Financial Group
South Carolina
$962K +$7.54K +184 +0.8%
AA
1536
Advisory Alpha
Michigan
$960K +$173K +4,209 +22%
CWP
1537
Capital Wealth Planning
Florida
$956K – – –
CPC
1538
Cookson Peirce & Co
Pennsylvania
$956K +$950K +23,179 New
PA
1539
Procyon Advisors
Connecticut
$954K +$48.9K +1,193 +5%
HPWM
1540
Highland Private Wealth Management
Washington
$952K +$28.2K +688 +3%
GLA
1541
Good Life Advisors
Pennsylvania
$950K -$27.1K -660 -3%
MF
1542
Manchester Financial
California
$950K – – –
NL
1543
Navalign LLC
California
$947K +$22.6K +551 +2%
PFM
1544
Parsec Financial Management
North Carolina
$943K +$38.7K +945 +4%
PMFA
1545
Plante Moran Financial Advisors
Michigan
$940K -$214K -5,227 -19%
FWP
1546
FAS Wealth Partners
Kansas
$936K -$9.35K -228 -1%
OPA
1547
Old Port Advisors
Maine
$932K -$76K -1,854 -7%
RFM
1548
Royal Fund Management
Florida
$931K -$145K -3,532 -14%
GPA
1549
Garrison Point Advisors
California
$922K -$33K -804 -3%
NAS
1550
Nicolet Advisory Services
Wisconsin
$921K -$20.5K -500 -2%
60 61
62
63 64