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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1601
Aprio Wealth Management
Georgia
$973K +$46.5K +1,355 +6%
IGWM
1602
ICA Group Wealth Management
Colorado
$972K +$227K +6,624 +35%
FCAS
1603
First Command Advisory Services
Texas
$972K -$22K -640 -2%
SFI
1604
SPC Financial Inc
Maryland
$970K -$68.7K -2,000 -7%
LWA
1605
Lantern Wealth Advisors
New York
$968K +$446 +13 +0.1%
SIG
1606
Stonegate Investment Group
Alabama
$967K +$17.3K +503 +2%
SIA
1607
Schear Investment Advisers
Ohio
$965K -$488K -14,209 -36%
KCM
1608
Kathmere Capital Management
Pennsylvania
$964K +$181K +5,264 +26%
NGA
1609
Naples Global Advisors
Florida
$960K +$13.7K +400 +2%
MFG
1610
Mosaic Financial Group
Illinois
$960K +$869K +25,321 New
RVPG
1611
Relative Value Partners Group
$958K +$5.8K +169 +0.6%
FIM
1612
Freedom Investment Management
Connecticut
$956K +$82.8K +2,413 +11%
FMB
1613
Field & Main Bank
Kentucky
$953K -$8.75K -255 -1%
WF
1614
Wayfinding Financial
Washington
$953K +$7.48K +218 +0.9%
GLLW
1615
Graves Light Lenhart Wealth
Virginia
$951K -$3.09K -90 -0.4%
CG
1616
Corundum Group
Colorado
$949K +$390K +11,349 +83%
VRM
1617
Vectors Research Management
New York
$948K – – –
AS
1618
Altshuler Shaham
Israel
$947K -$186K -5,432 -18%
KFS
1619
Keynote Financial Services
Connecticut
$944K +$855K +24,899 New
III
1620
Independent Investors Inc
New York
$943K -$8.58K -250 -1%
MCM
1621
Mitchell Capital Management
Kansas
$943K +$37.1K +1,082 +5%
EFG
1622
Everhart Financial Group
Ohio
$943K +$174K +5,067 +26%
CC
1623
Callan Capital
California
$942K +$133K +3,877 +18%
SOAMC
1624
Spirit of America Management Corp
New York
$942K – – –
UCI
1625
Uncommon Cents Investing
Wisconsin
$939K +$1.82K +53 +0.2%
63 64
65
66 67