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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
WAM
1601
WNY Asset Management
New York
$886K +$131K +4,514 +21%
FCAS
1602
First Command Advisory Services
Texas
$884K – – –
BCP
1603
Berkeley Capital Partners
Georgia
$883K +$31.9K +1,094 +4%
BFM
1604
Boothbay Fund Management
New York
$880K -$546K -18,745 -42%
LKIM
1605
Lawson Kroeker Investment Management
Nebraska
$873K – – –
MWP
1606
Madison Wealth Partners
Wisconsin
$873K +$466K +16,021 +162%
CA
1607
Cornerstone Advisory
Maryland
$872K +$641 +22 +0.1%
A
1608
AlphaQuest
New York
$868K +$751K +25,788 New
MA
1609
MONECO Advisors
Connecticut
$868K -$1.22M -41,882 -62%
MFG
1610
MidWestOne Financial Group
Iowa
$866K +$10.3K +355 +1%
RRCM
1611
Rappaport Reiches Capital Management
Illinois
$862K +$20K +688 +3%
RK
1612
Rather & Kittrell
Tennessee
$861K – – –
TA
1613
Tectonic Advisors
Texas
$861K +$50.8K +1,744 +7%
LWA
1614
Lantern Wealth Advisors
New York
$859K +$743K +25,519 New
AIC
1615
Ayalon Insurance Company
Israel
$859K – – –
PGWM
1616
Pitti Group Wealth Management
New York
$857K -$119K -4,082 -14%
AWS
1617
Arkfeld Wealth Strategies
Nebraska
$857K +$4.92K +169 +0.7%
GAG
1618
GM Advisory Group
New York
$856K -$916K -31,451 -55%
FMB
1619
Field & Main Bank
Kentucky
$855K +$41.1K +1,410 +6%
GAMC
1620
Garner Asset Management Corp
Texas
$853K -$105K -3,594 -12%
HAM
1621
Hedges Asset Management
Nevada
$852K – – –
RIG
1622
Ramiah Investment Group
Wisconsin
$851K -$41.6K -1,430 -5%
PCM
1623
Potomac Capital Management
New York
$850K – – –
CA
1624
Calton & Associates
Florida
$849K +$734K +25,222 New
GLLW
1625
Graves Light Lenhart Wealth
Virginia
$847K -$3.23K -111 -0.4%
63 64
65
66 67