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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
ONGA
1701
O'Neil Global Advisors
California
$701K +$205K +5,012 +42%
HCM
1702
Howland Capital Management
Massachusetts
$700K -$8.57K -209 -1%
HL
1703
HeadInvest LLC
Maine
$699K -$24.6K -600 -3%
MAWCM
1704
Mine & Arao Wealth Creation & Management
California
$699K +$82 +2 +0%
HA
1705
HYA Advisors
Missouri
$697K +$1.27K +31 +0.2%
OA
1706
Oxbow Advisors
Texas
$696K +$41K +1,000 +6%
AFP
1707
Ausdal Financial Partners
Iowa
$695K -$40.7K -992 -6%
WC
1708
Whitney & Co
New York
$694K – – –
BWM
1709
BigSur Wealth Management
Florida
$691K – – –
AI
1710
AXS Investments
New York
$687K +$34.2K +835 +5%
ATC
1711
Adirondack Trust Company
New York
$686K – – –
ISB
1712
Iowa State Bank
Iowa
$683K – – –
TCM
1713
Traynor Capital Management
Pennsylvania
$683K +$123 +3 +0%
ACM
1714
Alethea Capital Management
Washington
$681K -$185K -4,501 -21%
OFW
1715
Omnia Family Wealth
Florida
$681K +$410 +10 +0.1%
EFG
1716
Everhart Financial Group
Ohio
$679K +$78.9K +1,924 +13%
RRCM
1717
Rappaport Reiches Capital Management
Illinois
$679K +$675K +16,465 New
PCA
1718
Pallas Capital Advisors
Massachusetts
$675K +$723K +17,626 New
EWA
1719
Encompass Wealth Advisors
Oregon
$673K -$62.5K -1,524 -9%
EA
1720
Emerald Advisors
Washington
$672K +$4.3K +105 +0.6%
CPWA
1721
Cerro Pacific Wealth Advisors
California
$672K +$668K +16,294 New
AWP
1722
Abacus Wealth Partners
California
$672K +$246 +6 +0%
CA
1723
Calton & Associates
Florida
$670K -$27.7K -675 -4%
SIG
1724
Sky Investment Group
Connecticut
$670K +$6.31K +154 +1%
MPIA
1725
Mountain Pacific Investment Advisers
Idaho
$669K -$57.4K -1,400 -8%
67 68
69
70 71