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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
OWA
1676
One Wealth Advisors
California
$727K -$106K -2,632 -13%
OFW
1677
Omnia Family Wealth
Florida
$727K +$24.7K +613 +4%
MFG
1678
Magnus Financial Group
New York
$725K -$21.8K -542 -3%
FCFC
1679
First Citizens Financial Corp
Iowa
$725K -$4.03K -100 -0.6%
TI
1680
Telemetry Investments
New York
$722K – – –
HL
1681
HeadInvest LLC
Maine
$720K – – –
TP
1682
Tranquility Partners
Tennessee
$719K +$158K +3,933 +30%
LFF
1683
Level Four Financial
Texas
$718K -$11.4K -283 -2%
HCM
1684
Howland Capital Management
Massachusetts
$718K -$1.97K -49 -0.3%
OA
1685
Oxbow Advisors
Texas
$717K – – –
LNWTC
1686
Laird Norton Wetherby Trust Company
Washington
$717K +$72.3K +1,795 +12%
EFG
1687
Everhart Financial Group
Ohio
$715K +$14.9K +371 +2%
LFAS
1688
Level Four Advisory Services
Texas
$713K -$345K -8,572 -34%
HA
1689
HYA Advisors
Missouri
$713K -$24.7K -614 -4%
KCM
1690
Kanawha Capital Management
Virginia
$713K +$79.8K +1,982 +13%
BWM
1691
BigSur Wealth Management
Florida
$711K – – –
MFW
1692
Meristem Family Wealth
Minnesota
$711K +$675K +16,760 New
COCM
1693
Charter Oak Capital Management
New Hampshire
$710K -$22.8K -565 -3%
EWA
1694
Encompass Wealth Advisors
Oregon
$708K +$14.2K +352 +2%
EA
1695
Emerald Advisors
Washington
$706K +$13.5K +336 +2%
NICM
1696
Neo Ivy Capital Management
New York
$706K +$1.2M +29,716 New
AWE
1697
Avidian Wealth Enterprises
Texas
$700K +$29.1K +723 +5%
BWM
1698
Baystate Wealth Management
Massachusetts
$700K +$85.8K +2,131 +15%
YIA
1699
YHB Investment Advisors
Connecticut
$699K -$220K -5,465 -25%
MAWCM
1700
Mine & Arao Wealth Creation & Management
California
$699K -$20K -497 -3%
66 67
68
69 70