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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
VWM
1626
Venturi Wealth Management
Texas
$705K +$4.96K +174 +0.7%
LA
1627
LexAurum Advisors
Kansas
$704K +$10.6K +370 +2%
IF
1628
Intrua Financial
Texas
$703K +$194K +6,788 +38%
PIA
1629
Perennial Investment Advisors
California
$703K -$7.48K -262 -1%
CANY
1630
Caxton Associates (New York)
New York
$701K +$697K +24,442 New
MC
1631
Machina Capital
France
$699K -$198K -6,939 -22%
HAM
1632
Hedges Asset Management
Nevada
$697K +$5.71K +200 +0.8%
AIA
1633
Arbor Investment Advisors
North Carolina
$696K +$143 +5 +0%
CIA
1634
Citadel Investment Advisory
Ohio
$694K -$4.99K -175 -0.7%
FMB
1635
Field & Main Bank
Kentucky
$693K +$12.1K +425 +2%
BIM
1636
Baldwin Investment Management
Pennsylvania
$691K -$444K -15,560 -39%
IFPG
1637
Intrepid Financial Planning Group
Indiana
$689K -$14.4K -503 -2%
BA
1638
Bridgewater Advisors
New York
$689K -$10.8K -380 -2%
CA
1639
Cornerstone Advisory
Maryland
$689K -$184K -6,463 -21%
JWM
1640
Jupiter Wealth Management
Colorado
$689K -$360K -12,600 -34%
MG
1641
Marex Group
$688K -$1.24M -43,482 -64%
MCM
1642
Mitchell Capital Management
Kansas
$686K -$2.35M -82,428 -78%
PWM
1643
Palumbo Wealth Management
New York
$686K -$3.48K -122 -0.5%
VCAM
1644
Van Cleef Asset Management
Ohio
$683K -$58.9K -2,065 -8%
LSA
1645
Lion Street Advisors
Texas
$678K -$232K -8,125 -36%
ONST
1646
Old North State Trust
North Carolina
$677K – – –
CFMC
1647
Curbstone Financial Management Corp
New Hampshire
$677K +$24.3K +850 +4%
FNBOO
1648
First National Bank of Omaha
Nebraska
$676K -$5.62K -197 -0.8%
MMA
1649
Miracle Mile Advisors
California
$676K +$33.8K +1,184 +5%
SMC
1650
Smith, Moore & Co
Missouri
$673K +$137K +4,815 +26%
64 65
66
67 68