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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
BSPF
1651
British Steel Pension Fund
United Kingdom
$607K – – –
PFGIA
1652
Patriot Financial Group Insurance Agency
Massachusetts
$601K -$61K -1,888 -10%
CWS
1653
Cypress Wealth Services
California
$601K -$15.2K -471 -3%
FLI
1654
Family Legacy Inc
South Carolina
$601K +$164K +5,060 +42%
ACM
1655
Alethea Capital Management
Washington
$599K -$2.26K -70 -0.4%
DWM
1656
Destination Wealth Management
California
$595K +$264K +8,169 +94%
SWM
1657
Segment Wealth Management
Texas
$587K +$126K +3,887 +30%
XF
1658
XML Financial
Maryland
$587K +$538K +16,655 New
ISWM
1659
Independent Solutions Wealth Management
New York
$587K +$539K +16,665 New
FMB
1660
Field & Main Bank
Kentucky
$585K -$35.5K -1,100 -6%
BO
1661
BRR OpCo
Ohio
$585K -$28.6K -885 -5%
GAG
1662
GM Advisory Group
New York
$583K -$706K -21,843 -57%
HL
1663
HeadInvest LLC
Maine
$583K +$6.46K +200 +1%
CBFP
1664
Cedar Brook Financial Partners
Ohio
$583K +$69.5K +2,150 +15%
AWA
1665
Arkadios Wealth Advisors
Georgia
$582K +$538K +16,662 New
PCM
1666
Pointe Capital Management
Michigan
$581K -$1.62K -50 -0.3%
WAM
1667
Wolverine Asset Management
Illinois
$580K -$22.9K -710 -4%
KCM
1668
Kanawha Capital Management
Virginia
$580K +$13.6K +422 +3%
ISB
1669
Iowa State Bank
Iowa
$577K -$84K -2,600 -14%
AIC
1670
Archer Investment Corporation
Indiana
$575K +$30.3K +939 +6%
LWM
1671
Liberty Wealth Management
California
$574K +$54.6K +1,688 +12%
PHK
1672
Point72 Hong Kong
Hong Kong
$574K +$526K +16,289 New
AIA
1673
Angeles Investment Advisors
California
$572K +$81.3K +2,515 +18%
HCMNY
1674
Howard Capital Management (New York)
New York
$570K -$226K -7,000 -30%
FFG
1675
Frisch Financial Group
New York
$570K -$1.62K -50 -0.3%
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