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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
PCS
1551
Personal CFO Solutions
New Jersey
$793K +$429 +13 +0%
FFA
1552
First Foundation Advisors
California
$792K -$15K -454 -2%
BOM
1553
Bank of Marin
California
$791K -$74.6K -2,260 -8%
SFP
1554
Shepherd Financial Partners
Massachusetts
$790K +$726 +22 +0.1%
CC
1555
Cipher Capital
New York
$790K -$1.7M -51,649 -65%
WFAG
1556
Worth Financial Advisory Group
North Carolina
$787K +$144K +4,355 +19%
SEC
1557
Seven Eight Capital
New York
$786K -$1.47M -44,598 -62%
FWSM
1558
First Wilshire Securities Management
California
$783K +$378K +11,438 +72%
BOPW
1559
Brandywine Oak Private Wealth
Pennsylvania
$781K – – –
JSW
1560
Journey Strategic Wealth
New Jersey
$779K -$125K -3,780 -12%
UCI
1561
Uncommon Cents Investing
Wisconsin
$775K +$9.57K +290 +1%
PCM
1562
Potomac Capital Management
New York
$774K – – –
PFM
1563
Parsec Financial Management
North Carolina
$774K -$43.4K -1,315 -5%
EB
1564
Eastern Bank
Massachusetts
$771K -$87.8K -2,659 -9%
GWM
1565
Greenwich Wealth Management
Connecticut
$771K -$891 -27 -0.1%
SAM
1566
Sawgrass Asset Management
Florida
$770K -$30.6K -926 -3%
IAS
1567
Insigneo Advisory Services
Florida
$770K -$284K -8,598 -24%
APC
1568
Aspire Private Capital
North Carolina
$765K -$23.4K -710 -3%
CWM
1569
Curi Wealth Management
North Carolina
$763K -$38.2K -1,157 -4%
PBO
1570
Peoples Bank (Ohio)
Ohio
$760K -$48.3K -1,463 -5%
FCB
1571
First Command Bank
Texas
$754K -$24.2K -733 -3%
FCFS
1572
First Command Financial Services
Texas
$754K -$24.2K -733 -3%
MMHP
1573
Murphy Middleton Hinkle & Parker
Georgia
$754K -$5.05K -153 -0.6%
RPC
1574
Rossmore Private Capital
Connecticut
$753K -$23.6K -714 -3%
PFA
1575
Pure Financial Advisors
California
$752K +$407K +12,328 +88%
61 62
63
64 65