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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
UL
1651
Unionview LLC
Washington
$641K +$3.64K +123 +0.5%
OA
1652
Operose Advisors
Wisconsin
$641K +$92.7K +3,132 +15%
HCPC
1653
Hamilton Capital Partners (Canada)
$641K – – –
AC
1654
Allstate Corporation
Illinois
$638K – – –
NHT
1655
New Hampshire Trust
New Hampshire
$638K +$26.6K +900 +4%
GWS
1656
Glassman Wealth Services
Virginia
$637K +$26.6K +898 +4%
AWA
1657
Aletheian Wealth Advisors
Washington
$637K -$52.1K -1,760 -7%
RIM
1658
RW Investment Management
Idaho
$633K -$70.4K -2,379 -9%
VFA
1659
Voya Financial Advisors
Connecticut
$632K +$503 +17 +0.1%
SCM
1660
Stevens Capital Management
Pennsylvania
$631K +$682K +23,056 New
LAM
1661
L2 Asset Management
Massachusetts
$630K -$609K -20,590 -100%
BIM
1662
Baldwin Investment Management
Pennsylvania
$627K -$35.5K -1,200 -5%
PBO
1663
Peoples Bank (Ohio)
Ohio
$626K -$63.9K -2,161 -9%
LJAC
1664
L.J. Altfest & Co
New York
$625K -$6.07K -205 -0.9%
FA
1665
FDx Advisors
Illinois
$624K -$896K -30,283 -57%
EFG
1666
Everhart Financial Group
Ohio
$624K +$21.8K +738 +3%
CFP
1667
Catalyst Financial Partners
Massachusetts
$624K +$116K +3,927 +21%
GPA
1668
Garrison Point Advisors
California
$622K -$10.3K -349 -2%
ST
1669
Sentinel Trust
Texas
$620K – – –
EFH
1670
Eaton Financial Holdings
Florida
$619K +$6.86K +232 +1%
DCM
1671
Dimension Capital Management
Florida
$619K +$427K +14,421 +154%
EA
1672
Eudaimonia Advisors
Tennessee
$618K +$6.21K +210 +0.9%
CSA
1673
Cottage Street Advisors
Massachusetts
$614K -$3.58K -121 -0.5%
CWA
1674
Clearview Wealth Advisors
Oregon
$614K -$20.1K -679 -3%
AOI
1675
Auto-Owners Insurance
Michigan
$613K – – –
65 66
67
68 69