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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
VWM
1676
Venturi Wealth Management
Texas
$359K -$25K -1,005 -6%
DWM
1677
Doyle Wealth Management
Florida
$358K +$24.1K +967 +7%
TIA
1678
Tiemann Investment Advisors
California
$357K +$12.5K +503 +4%
DWM
1679
Dorchester Wealth Management
Quebec, Canada
$356K -$348K -13,975 -49%
TFCP
1680
Twin Focus Capital Partners
Massachusetts
$356K -$3.04K -122 -0.8%
PB
1681
Pinnacle Bancorp
Nebraska
$355K +$51.9K +2,085 +16%
RSWM
1682
Robertson Stephens Wealth Management
California
$354K -$345K -13,860 -48%
GWS
1683
Glassman Wealth Services
Virginia
$353K +$31K +1,247 +9%
HCM
1684
Howland Capital Management
Massachusetts
$352K +$8.89K +357 +3%
AWM
1685
Aprio Wealth Management
Georgia
$351K +$46.8K +1,880 +15%
BWA
1686
Brave Warrior Advisors
New York
$350K – – –
DDC
1687
DF Dent & Co
Maryland
$349K – – –
TFF
1688
The Family Firm
Maryland
$347K +$46.2K +1,856 +15%
DC
1689
DeDora Capital
California
$347K +$131K +5,275 +58%
ST
1690
Sabal Trust
Florida
$343K +$131K +5,265 +59%
KBG
1691
Kahn Brothers Group
New York
$342K -$89K -3,576 -20%
CCC
1692
Chelsea Counsel Company
California
$342K +$8.22K +330 +2%
BWP
1693
Bernardo Wealth Planning
Pennsylvania
$342K +$354K +14,200 New
LNB
1694
Ledyard National Bank
$341K -$20.5K -825 -6%
ATC
1695
Adirondack Trust Company
New York
$341K -$12.4K -500 -3%
SPP
1696
Single Point Partners
Massachusetts
$341K -$12.3K -495 -3%
SFG
1697
SNS Financial Group
Minnesota
$341K -$2.76K -111 -0.8%
JWCA
1698
J.W. Coons Advisors
Ohio
$341K +$32.4K +1,300 +10%
VCM
1699
Vivaldi Capital Management
Illinois
$340K -$2.86K -115 -0.9%
AC
1700
AlphaCore Capital
California
$340K +$50 +2 +0%
66 67
68
69 70