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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
KFS
1626
Keynote Financial Services
Connecticut
$990K – – –
III
1627
Independent Investors Inc
New York
$989K – – –
SOAMC
1628
Spirit of America Management Corp
New York
$988K – – –
SIS
1629
Sound Income Strategies
Florida
$985K +$705K +18,395 +288%
MCM
1630
Mitchell Capital Management
Kansas
$984K -$4.6K -120 -0.5%
TL
1631
Tradewinds LLC
North Carolina
$983K +$177K +4,615 +23%
WP
1632
Westmount Partners
California
$981K -$4.68K -122 -0.5%
WE
1633
Wealth Effects
Massachusetts
$980K -$42.3K -1,105 -4%
IFPG
1634
Intrepid Financial Planning Group
Indiana
$970K +$14.3K +374 +2%
UL
1635
Unionview LLC
Washington
$967K +$30K +782 +3%
LWA
1636
Lantern Wealth Advisors
New York
$967K -$47K -1,227 -5%
MA
1637
MONECO Advisors
Connecticut
$964K +$138K +3,599 +17%
CA
1638
Cornerstone Advisory
Maryland
$958K +$1.38K +36 +0.1%
PIA
1639
Perennial Investment Advisors
California
$958K +$2.18K +57 +0.2%
CCP
1640
Clough Capital Partners
Massachusetts
$954K – – –
JAFL
1641
Jay A. Fishman Ltd
Michigan
$954K – – –
WF
1642
WoodTrust Financial
Wisconsin
$953K +$27.7K +724 +3%
CWP
1643
Cyndeo Wealth Partners
Florida
$950K +$219K +5,726 +32%
KFI
1644
Key Financial Inc
Pennsylvania
$948K – – –
SFFS
1645
Stonehage Fleming Financial Services
Jersey
$947K +$912K +23,805 New
CWM
1646
Circle Wealth Management
New Jersey
$945K -$283K -7,391 -24%
CRI
1647
Colonial River Investments
Virginia
$944K -$15.2K -396 -2%
MPI
1648
Mairs & Power Inc
Minnesota
$944K -$11.5K -301 -1%
HAC
1649
Harbor Advisory Corp
New Hampshire
$942K – – –
LCGC
1650
Legacy Capital Group California
California
$942K +$7.59K +198 +0.8%
64 65
66
67 68