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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
TA
1676
Tectonic Advisors
Texas
$651K -$2.38M -83,292 -79%
ST
1677
Sentinel Trust
Texas
$650K -$5.96K -209 -0.9%
CSA
1678
Cottage Street Advisors
Massachusetts
$647K +$171 +6 +0%
1WA
1679
180 Wealth Advisors
Washington
$645K +$3.48K +122 +0.6%
MSAM
1680
Moloney Securities Asset Management
Missouri
$644K +$30K +1,050 +5%
PA
1681
PFW Advisors
Georgia
$643K +$586K +20,548 New
NHT
1682
New Hampshire Trust
New Hampshire
$643K – – –
EFH
1683
Eaton Financial Holdings
Florida
$642K +$86 +3 +0%
GWS
1684
Glassman Wealth Services
Virginia
$642K -$7.25K -254 -1%
AOI
1685
Auto-Owners Insurance
Michigan
$642K – – –
AC
1686
Avestar Capital
New York
$642K +$187K +6,548 +41%
EA
1687
Eudaimonia Advisors
Tennessee
$641K +$13.8K +482 +2%
AF
1688
Advisornet Financial
Minnesota
$637K +$41K +1,437 +7%
BAG
1689
Briggs Advisory Group
Rhode Island
$635K +$57 +2 +0%
OTL
1690
Oak Thistle LLC
New York
$635K +$214K +7,484 +51%
LIA
1691
LBMC Investment Advisors
Tennessee
$634K +$2.71K +95 +0.4%
MSE
1692
MUFG Securities EMEA
United Kingdom
$632K +$107K +3,743 +20%
WDA
1693
Wendell David Associates
New Hampshire
$632K -$8.56K -300 -1%
CA
1694
Crumly & Associates
Illinois
$629K +$206K +7,209 +49%
PP
1695
PDS Planning
Ohio
$628K +$62.9K +2,205 +11%
SL
1696
Summitry LLC
California
$628K -$98.4K -3,450 -14%
IWA
1697
Inspirion Wealth Advisors
Illinois
$624K -$90.1K -3,156 -13%
EFG
1698
Everhart Financial Group
Ohio
$624K -$24.3K -850 -4%
PWMG
1699
Prestige Wealth Management Group
New Jersey
$623K +$12.8K +450 +2%
LWP
1700
LMG Wealth Partners
Louisiana
$622K +$9.87K +346 +2%
66 67
68
69 70