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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
WAG
1526
Winthrop Advisory Group
Massachusetts
$818K +$1.91K +57 +0.2%
RPC
1527
Rossmore Private Capital
Connecticut
$817K – – –
FFA
1528
First Foundation Advisors
California
$817K +$123K +3,681 +16%
KFGK
1529
Keystone Financial Group (Kentucky)
Kentucky
$814K +$15.9K +477 +2%
MWM
1530
Maltin Wealth Management
New Jersey
$814K +$621K +18,566 +221%
AHC
1531
Adell Harriman & Carpenter
Texas
$814K +$64.9K +1,940 +8%
JDR
1532
Jay D. Rosenbaum
$813K -$270K -8,080 -23%
LBC
1533
Lowe Brockenbrough & Co
Virginia
$812K +$10K +300 +1%
FCB
1534
First Command Bank
Texas
$811K -$76.8K -2,296 -8%
FCFS
1535
First Command Financial Services
Texas
$811K -$76.8K -2,296 -8%
EW
1536
Evoke Wealth
California
$811K -$11.7K -350 -1%
BCM
1537
BTC Capital Management
Iowa
$810K -$27.3K -816 -3%
KMWM
1538
Keudell/Morrison Wealth Management
Oregon
$809K +$468 +14 +0.1%
MMHP
1539
Murphy Middleton Hinkle & Parker
Georgia
$807K +$32.4K +968 +4%
HNWAG
1540
High Net Worth Advisory Group
Florida
$805K – – –
SFP
1541
Shepherd Financial Partners
Massachusetts
$804K +$32.2K +963 +4%
AP
1542
Adero Partners
California
$802K +$13.1K +393 +2%
FAG
1543
Fortitude Advisory Group
Washington
$800K -$9.43K -282 -1%
PCS
1544
Personal CFO Solutions
New Jersey
$800K -$7.15K -214 -0.8%
LA
1545
LVW Advisors
New York
$800K +$46.6K +1,395 +6%
MP
1546
McDonald Partners
Ohio
$797K -$52.9K -1,582 -6%
MA
1547
MCF Advisors
Kentucky
$797K +$86.7K +2,594 +11%
NLP
1548
Next Level Private
New York
$789K -$3.06M -91,483 -79%
RK
1549
Rather & Kittrell
Tennessee
$787K +$2.57K +77 +0.3%
WIM
1550
WealthPlan Investment Management
Nebraska
$786K +$802K +24,002 New
60 61
62
63 64