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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
WBG
1576
Wharton Business Group
Pennsylvania
$507K +$24.8K +860 +5%
AMCA
1577
Arthur M. Cohen & Associates
Illinois
$506K -$103K -3,588 -17%
RTC
1578
Riverview Trust Company
Washington
$506K – – –
CF
1579
Copperwynd Financial
Arizona
$506K +$15.6K +540 +3%
HL
1580
HeadInvest LLC
Maine
$505K +$59.1K +2,050 +13%
CANY
1581
Caxton Associates (New York)
New York
$503K +$204K +7,069 +69%
WMA
1582
Wealth Management Associates
New Jersey
$503K +$13K +450 +3%
BMC
1583
Benin Management Corp
Connecticut
$502K – – –
DE
1584
Day & Ennis
Georgia
$500K +$1.18K +41 +0.2%
NAM
1585
North American Management
Massachusetts
$495K +$115K +3,984 +30%
GC
1586
Gratus Capital
Georgia
$494K -$28.7K -994 -6%
FFSOTS
1587
Fiduciary Financial Services of The Southwest
Texas
$493K +$83.9K +2,910 +21%
CWS
1588
Cypress Wealth Services
California
$491K +$143K +4,956 +41%
SG
1589
StoneX Group
New York
$490K +$22.8K +789 +5%
IHL
1590
Investment House LLC
California
$489K +$1.53K +53 +0.3%
PWSG
1591
Pacific Wealth Strategies Group
California
$487K -$3.81K -132 -0.8%
CHAM
1592
Clear Harbor Asset Management
Connecticut
$484K – – –
PCM
1593
Pointe Capital Management
Michigan
$481K +$143K +4,947 +43%
WP
1594
WMS Partners
Maryland
$480K -$43.1K -1,493 -8%
AIM
1595
Advantage Investment Management
Iowa
$480K -$36.7K -1,273 -7%
AFP
1596
Ausdal Financial Partners
Iowa
$477K -$14.1K -490 -3%
TIA
1597
Tiemann Investment Advisors
California
$477K +$58 +2 +0%
SXL
1598
Summit X LLC
Missouri
$477K +$7.44K +258 +2%
ISB
1599
Iowa State Bank
Iowa
$476K -$3.6K -125 -0.8%
SSWM
1600
Sheets Smith Wealth Management
North Carolina
$474K -$29 -1 -0%
62 63
64
65 66