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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
AAMC
1626
Asset Allocation & Management Company
Illinois
$691K – – –
FMB
1627
Field & Main Bank
Kentucky
$690K -$20.1K -600 -3%
PWM
1628
PBMares Wealth Management
Virginia
$682K +$102K +3,044 +16%
BCM
1629
Brasada Capital Management
Texas
$680K – – –
CSA
1630
Cottage Street Advisors
Massachusetts
$680K – – –
CAM
1631
Covenant Asset Management
New Jersey
$680K +$25.2K +753 +3%
PWM
1632
Palumbo Wealth Management
New York
$678K +$22.5K +672 +3%
CJL
1633
Cyrus J. Lawrence
New York
$677K -$5.97M -178,651 -89%
BCM
1634
Bayesian Capital Management
New York
$677K -$1.72M -51,500 -70%
MW
1635
MBL Wealth
North Carolina
$677K +$110K +3,285 +17%
UCI
1636
Uncommon Cents Investing
Wisconsin
$676K +$145K +4,345 +24%
WDA
1637
Wendell David Associates
New Hampshire
$674K – – –
ATC
1638
Adirondack Trust Company
New York
$674K +$10.6K +318 +1%
WF
1639
Wayfinding Financial
Washington
$674K +$32.4K +969 +5%
CA
1640
Continuum Advisory
Idaho
$670K -$108K -3,223 -13%
AO
1641
Advisor OS
Illinois
$664K -$174K -5,219 -19%
MPI
1642
Mairs & Power Inc
Minnesota
$664K +$332K +9,934 +82%
TAIM
1643
TD Ameritrade Investment Management
Nebraska
$663K -$160K -4,800 -18%
PCA
1644
Pallas Capital Advisors
Massachusetts
$663K +$118K +3,516 +24%
WFI
1645
West Family Investments
California
$663K +$734K +21,950 New
AWM
1646
Accel Wealth Management
Iowa
$662K -$3.68K -110 -0.5%
HHGA
1647
Halbert Hargrove Global Advisors
California
$662K +$122K +3,660 +20%
TFP
1648
Tilia Fiduciary Partners
North Carolina
$661K +$78K +2,334 +12%
LFA
1649
Legacy Financial Advisors
Kentucky
$660K +$32.5K +971 +5%
AWE
1650
Avidian Wealth Enterprises
Texas
$656K +$98.9K +2,958 +16%
64 65
66
67 68