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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
1676
Drive Wealth Management
Utah
$745K +$232K +6,745 +43%
NHT
1677
New Hampshire Trust
New Hampshire
$745K +$775K +22,502 New
BCM
1678
Brasada Capital Management
Texas
$745K – – –
HAC
1679
Harbor Advisory Corp
New Hampshire
$744K +$413K +11,984 +114%
SFI
1680
SPC Financial Inc
Maryland
$744K -$50.2K -1,457 -6%
OPA
1681
Old Port Advisors
Maine
$743K +$4.44K +129 +0.6%
MMA
1682
Miracle Mile Advisors
California
$743K +$62.7K +1,820 +9%
AOI
1683
Auto-Owners Insurance
Michigan
$741K +$771K +22,373 New
EWA
1684
EverSource Wealth Advisors
Alabama
$741K +$184K +5,339 +31%
TF
1685
Threadgill Financial
Texas
$740K +$769K +22,340 New
WDA
1686
Wendell David Associates
New Hampshire
$739K – – –
HAM
1687
Hedges Asset Management
Nevada
$739K +$31K +900 +4%
LIA
1688
LBMC Investment Advisors
Tennessee
$737K +$25.6K +743 +3%
SW
1689
SlateStone Wealth
Florida
$737K +$19.2K +557 +3%
HNWAG
1690
High Net Worth Advisory Group
Florida
$734K -$154K -4,480 -17%
BAG
1691
Briggs Advisory Group
Rhode Island
$733K +$48.4K +1,404 +7%
ATC
1692
Adirondack Trust Company
New York
$733K -$6.44K -187 -0.8%
PWM
1693
PBMares Wealth Management
Virginia
$733K -$16.4K -475 -2%
DMBA
1694
Deseret Mutual Benefit Administrators
Utah
$732K -$566K -16,437 -43%
AWE
1695
Avidian Wealth Enterprises
Texas
$732K +$13K +377 +2%
BCG
1696
Breakwater Capital Group
New Jersey
$730K +$759K +22,045 New
AP
1697
Arlington Partners
Alabama
$729K -$51.7K -1,500 -6%
BWM
1698
Baystate Wealth Management
Massachusetts
$726K +$213K +6,178 +39%
CAS
1699
Coppell Advisory Solutions
Texas
$723K +$752K +21,838 New
CASC
1700
Coppell Advisory Solutions Corp
Texas
$723K +$752K +21,838 New
66 67
68
69 70