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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1601
Axxcess Wealth Management
California
$727K -$121K -4,224 -14%
PFSC
1602
Peoples Financial Services Corp
Pennsylvania
$727K +$25.5K +892 +4%
GLLW
1603
Graves Light Lenhart Wealth
Virginia
$724K +$60K +2,103 +9%
PCM
1604
Potomac Capital Management
New York
$724K -$52.4K -1,836 -7%
TAM
1605
Titleist Asset Management
Texas
$723K -$118K -4,135 -14%
NFG
1606
Nations Financial Group
Iowa
$723K +$39.1K +1,369 +6%
SG
1607
StoneX Group
New York
$722K -$130K -4,554 -15%
AI
1608
Accredited Investors
Minnesota
$722K -$8.02K -281 -1%
SCA
1609
Sippican Capital Advisors
Massachusetts
$722K – – –
III
1610
Independent Investors Inc
New York
$721K – – –
AWA
1611
Aletheian Wealth Advisors
Washington
$718K +$714K +25,026 New
BOM
1612
Bank of Marin
California
$718K -$74.8K -2,620 -9%
PBO
1613
Peoples Bank (Ohio)
Ohio
$718K -$44.4K -1,555 -6%
CWM
1614
C2C Wealth Management
Arizona
$718K – – –
BCP
1615
Berkeley Capital Partners
Georgia
$717K +$34K +1,192 +5%
PCM
1616
Patient Capital Management
Maryland
$717K – – –
RRCM
1617
Rappaport Reiches Capital Management
Illinois
$714K – – –
KMWM
1618
Keudell/Morrison Wealth Management
Oregon
$714K +$913 +32 +0.1%
HAC
1619
Harbor Advisory Corp
New Hampshire
$713K – – –
AIM
1620
Acropolis Investment Management
Missouri
$712K +$17.5K +612 +3%
NMG
1621
New Millennium Group
Utah
$708K -$153K -5,361 -18%
CGA
1622
Channing Global Advisors
Florida
$708K +$142K +4,993 +25%
GCA
1623
Gradient Capital Advisors
California
$707K -$21.5K -754 -3%
CWA
1624
Canvas Wealth Advisors
Kansas
$707K -$40.3K -1,413 -6%
CMANY
1625
Capital Management Associates (New York)
New York
$706K -$2.97K -104 -0.4%
63 64
65
66 67