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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
IP
1576
Intellectus Partners
California
$654K +$66.8K +2,493 +13%
SA
1577
Sunesis Advisors
Kansas
$653K +$24.1K +900 +4%
SSG
1578
Summit Securities Group
New York
$652K -$1.2M -44,900 -68%
LC
1579
Lindbrook Capital
California
$652K +$27.7K +1,033 +5%
AFS
1580
Aft Forsyth & Sober
Florida
$650K – – –
PCM
1581
Prelude Capital Management
New York
$648K -$257K -9,583 -31%
TWA
1582
TCI Wealth Advisors
Arizona
$647K -$1.34K -50 -0.2%
AIA
1583
AIMZ Investment Advisors
California
$646K – – –
RI
1584
Ridgewood Investments
New Jersey
$644K – – –
VDI
1585
Vaughan David Investments
Illinois
$643K +$4.32K +161 +0.8%
SG
1586
StoneX Group
New York
$643K +$30.3K +1,130 +6%
CIC
1587
Chilton Investment Company
Connecticut
$641K +$36.2K +1,350 +7%
TCM
1588
Traynor Capital Management
Pennsylvania
$637K +$10.7K +398 +2%
AFG
1589
Albion Financial Group
Utah
$636K +$27 +1 +0%
EI
1590
Ellevest Inc
New York
$635K -$59.7K -2,228 -10%
AW
1591
ACG Wealth
Georgia
$634K -$161K -6,015 -22%
VCM
1592
Virtue Capital Management
Tennessee
$633K -$214K -7,997 -28%
TTWM
1593
TCV Trust & Wealth Management
Virginia
$633K -$35.6K -1,329 -6%
RVPG
1594
Relative Value Partners Group
$631K – – –
FC
1595
Forte Capital
New York
$631K +$5.52K +206 +1%
AFG
1596
Allegheny Financial Group
Pennsylvania
$629K +$556K +20,741 New
PI
1597
PEAK6 Investments
Illinois
$628K -$11.4M -424,712 -95%
BCM
1598
BTR Capital Management
California
$627K +$72.6K +2,710 +15%
IA
1599
Insight Advisors
Pennsylvania
$626K +$554K +20,665 New
WCM
1600
Whitener Capital Management
North Carolina
$619K -$68.6K -2,558 -11%
62 63
64
65 66