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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
PAM
1701
PVG Asset Management
Colorado
$375K +$369K +12,850 New
SWM
1702
Segment Wealth Management
Texas
$373K -$8.63K -300 -2%
WPW
1703
Winthrop Partners - WNY
New York
$372K – – –
AF
1704
Aldebaran Financial
$371K – – –
MS
1705
Mizuho Securities
Japan
$370K +$216K +7,500 +144%
CIM
1706
Confluence Investment Management
Missouri
$368K -$201 -7 -0.1%
FA
1707
Financial Advisors
Massachusetts
$367K +$58 +2 +0%
NQWM
1708
Northwest Quadrant Wealth Management
Oregon
$367K +$1.67K +58 +0.5%
DBT
1709
Dubuque Bank & Trust
Iowa
$367K +$13.8K +480 +4%
LA
1710
LexAurum Advisors
Kansas
$365K -$10.8K -375 -3%
PSF
1711
Pacific Sun Financial
California
$365K – – –
HIC
1712
Harvey Investment Company
Kentucky
$365K +$51K +1,773 +16%
IIC
1713
Ironwood Investment Counsel
Arizona
$365K +$360K +12,524 New
PC
1714
Port Capital
Illinois
$363K -$46.4K -1,614 -11%
WAOTB
1715
Wealth Advisors of Tampa Bay
Florida
$363K -$43.5K -1,512 -11%
DDC
1716
DF Dent & Co
Maryland
$363K +$119K +4,139 +50%
WDL
1717
Well Done LLC
Michigan
$361K -$9.23K -321 -3%
PIA
1718
Pinion Investment Advisors
Kansas
$361K +$17.6K +613 +5%
NIA
1719
Northstar Investment Advisors
Colorado
$360K – – –
SCA
1720
Sippican Capital Advisors
Massachusetts
$360K – – –
LCM
1721
Leisure Capital Management
California
$360K +$355K +12,351 New
CFA
1722
Cahill Financial Advisors
Minnesota
$359K +$91.9K +3,197 +35%
FC
1723
Ferris Capital
Massachusetts
$358K -$463K -16,100 -57%
IWP
1724
Icon Wealth Partners
Texas
$358K -$79.1K -2,751 -18%
LFA
1725
Legacy Financial Advisors
Kentucky
$354K -$25.1K -874 -7%
67 68
69
70 71