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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
LWP
1551
Legacy Wealth Planning
Nevada
$475K +$12.6K +508 +3%
5L
1552
55I LLC
Massachusetts
$475K +$491K +19,720 New
WP
1553
WealthPLAN Partners
Nebraska
$473K -$117K -4,684 -21%
MFG
1554
MidWestOne Financial Group
Iowa
$473K +$59.1K +2,373 +14%
TFO
1555
Tarbox Family Office
California
$471K +$11.2K +448 +2%
ME
1556
McIlrath & Eck
Washington
$469K +$6.82K +274 +1%
GFS
1557
GYL Financial Synergies
Connecticut
$469K +$105K +4,201 +28%
CPC
1558
Congress Park Capital
New York
$468K -$29.9K -1,200 -6%
FC
1559
FCA Corp
Texas
$468K -$7.47K -300 -2%
PBT
1560
Pictet Bank & Trust
Bahamas
$468K – – –
CIC
1561
Cornercap Investment Counsel
Georgia
$468K +$224 +9 +0%
RA
1562
Riversedge Advisors
Delaware
$465K +$64.5K +2,592 +16%
SBL
1563
Sargent Bickham Lagudis
Colorado
$465K +$75.3K +3,026 +19%
BWM
1564
BigSur Wealth Management
Florida
$464K +$156K +6,250 +48%
FRM
1565
Fox Run Management
Connecticut
$463K +$249K +9,992 +108%
AP
1566
Adero Partners
California
$463K +$478K +19,202 New
GDP
1567
Great Diamond Partners
Maine
$462K +$8.52K +342 +2%
ESB
1568
Essex Savings Bank
Connecticut
$460K -$52.8K -2,121 -10%
AA
1569
Advisory Alpha
Michigan
$460K -$51.8K -2,079 -10%
IP
1570
Intellectus Partners
California
$460K +$48.8K +1,961 +11%
FPB
1571
First PREMIER Bank
South Dakota
$457K +$9.09K +365 +2%
AIA
1572
Arbor Investment Advisors
North Carolina
$457K +$85.2K +3,421 +22%
W
1573
WealthStone
Ohio
$456K +$252K +10,124 +115%
CA
1574
Calton & Associates
Florida
$455K -$51.8K -2,080 -10%
DCM
1575
Donaldson Capital Management
Indiana
$455K -$8.91K -358 -2%
61 62
63
64 65