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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
TAIM
1601
TD Ameritrade Investment Management
Nebraska
$833K +$214K +5,311 +18%
LWA
1602
Lineweaver Wealth Advisors
Ohio
$828K +$41.9K +1,039 +6%
AIP
1603
Almanack Investment Partners
Pennsylvania
$828K +$178K +4,422 +29%
PLFAM
1604
Pineno Levin & Ford Asset Management
Virginia
$827K +$242 +6 +0%
MSAM
1605
Moloney Securities Asset Management
Missouri
$825K +$91K +2,259 +13%
ESB
1606
Essex Savings Bank
Connecticut
$824K -$26.5K -659 -3%
WAM
1607
WNY Asset Management
New York
$824K +$12.5K +311 +2%
TCOK
1608
Trust Company of Kansas
Kansas
$823K +$7.21K +179 +0.9%
AIA
1609
Arbor Investment Advisors
North Carolina
$820K +$322 +8 +0%
ATC
1610
Adirondack Trust Company
New York
$818K +$18.8K +467 +3%
LC
1611
Lindbrook Capital
California
$815K -$72.5K -1,801 -9%
CPA
1612
Capital Planning Advisors
California
$815K +$39.1K +971 +5%
SLG
1613
Stanley-Laman Group
Pennsylvania
$812K +$1.01K +25 +0.1%
RM
1614
Resource Management
Louisiana
$810K +$119K +2,957 +18%
FNBOH
1615
First National Bank of Hutchinson
Kansas
$809K +$215K +5,349 +39%
FWM
1616
Foresight Wealth Management
Utah
$808K -$45K -1,116 -6%
AAM
1617
Augustine Asset Management
Florida
$808K +$17.9K +445 +2%
ETI
1618
Enterprise Trust & Investment
California
$807K – – –
HCMG
1619
Howard Capital Management Group
California
$807K +$21.3K +528 +3%
KFP
1620
KMG Fiduciary Partners
Ohio
$807K +$54.5K +1,354 +8%
IRC
1621
Investors Research Corp
Georgia
$806K -$38.3K -950 -5%
FPB
1622
First PREMIER Bank
South Dakota
$806K – – –
CPIG
1623
Chicago Partners Investment Group
Illinois
$806K +$36.7K +912 +6%
GDP
1624
Great Diamond Partners
Maine
$805K -$8.78K -218 -1%
MSFS
1625
Main Street Financial Solutions
Pennsylvania
$805K +$5.52K +137 +0.7%
63 64
65
66 67