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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
CASB
1526
Cape Ann Savings Bank
Massachusetts
$1.61M -$10.6K -205 -0.6%
PWAM
1527
Private Wealth Asset Management
Iowa
$1.6M -$202K -3,914 -11%
RA
1528
RFG Advisory
Alabama
$1.6M +$31K +600 +2%
WGS
1529
Washington Growth Strategies
District of Columbia
$1.6M – – –
KJWM
1530
Kiley Juergens Wealth Management
Washington
$1.59M -$14.2K -275 -0.8%
IWM
1531
Iams Wealth Management
Nebraska
$1.59M +$194K +3,758 +13%
CI
1532
CX Institutional
Indiana
$1.58M -$106K -2,048 -6%
IIA
1533
Integral Investment Advisors
California
$1.58M -$197K -3,815 -11%
DSC
1534
Duncker Streett & Co
Missouri
$1.58M -$36.1K -699 -2%
SIC
1535
Sage Investment Counsel
Tennessee
$1.57M +$103K +2,001 +7%
LHC
1536
Little House Capital
Massachusetts
$1.57M +$64.9K +1,258 +4%
KC
1537
Kepler Cheuvreux
$1.57M -$1.26M -24,452 -43%
WAG
1538
Winthrop Advisory Group
Massachusetts
$1.57M -$17.1K -331 -1%
ADL
1539
Asset Dedication LLC
California
$1.56M -$171K -3,322 -9%
SHF
1540
Safe Harbor Fiduciary
Florida
$1.56M +$19K +368 +1%
BW
1541
BIP Wealth
Georgia
$1.56M -$115K -2,228 -7%
SM
1542
Sweeney & Michel
California
$1.56M +$4.44K +86 +0.3%
CRI
1543
Colonial River Investments
Virginia
$1.56M +$46.2K +895 +3%
MW
1544
Marble Wealth
Alabama
$1.56M -$519K -10,057 -24%
BWM
1545
BigSur Wealth Management
Florida
$1.55M -$464K -9,000 -22%
TWM
1546
Tortuga Wealth Management
California
$1.55M +$214K +4,156 +15%
AIC
1547
Archer Investment Corporation
Indiana
$1.55M +$23.2K +449 +1%
MBTD
1548
Mechanics Bank - Trust Department
California
$1.55M – – –
TWP
1549
Tempus Wealth Planning
California
$1.55M -$2.42K -47 -0.1%
OP
1550
Oslo Pensjonsforsikring
$1.55M +$1.64M +31,718 New
60 61
62
63 64