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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
PFA
1651
Pathway Financial Advisors
Vermont
$399K – – –
MAM
1652
Martingale Asset Management
Massachusetts
$397K -$18.8K -600 -4%
CA
1653
Capital Advantage
California
$394K -$215K -6,841 -34%
TFF
1654
The Family Firm
Maryland
$394K -$100K -3,185 -20%
HCM
1655
Howland Capital Management
Massachusetts
$394K -$21.3K -678 -5%
WAP
1656
Wealthcare Advisory Partners
Pennsylvania
$392K +$34.6K +1,102 +9%
LF
1657
Lee Financial
Texas
$390K +$371K +11,813 +978%
NQWM
1658
Northwest Quadrant Wealth Management
Oregon
$388K – – –
NAM
1659
North American Management
Massachusetts
$387K -$44.1K -1,404 -10%
AWA
1660
AmeriServ Wealth Advisors
Pennsylvania
$387K +$15.7K +500 +4%
SFG
1661
Summit Financial Group
West Virginia
$386K -$69.3K -2,207 -15%
HL
1662
HeadInvest LLC
Maine
$385K -$6.28K -200 -2%
DAS
1663
Dynamic Advisor Solutions
Arizona
$381K +$399K +12,692 New
LCM
1664
Logan Capital Management
Pennsylvania
$380K -$147K -4,693 -27%
VNA
1665
Valley National Advisers
Pennsylvania
$380K +$34.2K +1,088 +9%
CHAM
1666
Clear Harbor Asset Management
Connecticut
$379K – – –
WAM
1667
Weatherly Asset Management
California
$379K +$11.3K +361 +3%
BEAM
1668
Baker Ellis Asset Management
Washington
$378K -$47.1K -1,500 -11%
SG
1669
StoneX Group
New York
$378K +$23.7K +753 +6%
RGNCM
1670
R.G. Niederhoffer Capital Management
New York
$378K +$396K +12,600 New
PCM
1671
Pointe Capital Management
Michigan
$377K -$22.4K -712 -5%
MPI
1672
Mairs & Power Inc
Minnesota
$376K -$14.6K -465 -4%
PSF
1673
Pacific Sun Financial
California
$375K -$31.7K -1,008 -7%
CM
1674
Cornerstone Management
Georgia
$373K -$3.36K -107 -0.9%
CBT
1675
Capital Bank & Trust
California
$371K -$24.6K -784 -6%
65 66
67
68 69