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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
1WA
1701
180 Wealth Advisors
Washington
$601K +$42.5K +1,270 +7%
BDFN
1702
Bond & Devick Financial Network
Minnesota
$599K – – –
BCA
1703
Bay Colony Advisors
Massachusetts
$599K +$18.3K +548 +3%
PIA
1704
Perennial Investment Advisors
California
$599K +$104K +3,114 +19%
RA
1705
Rational Advisors
New York
$598K +$70.8K +2,119 +12%
LAIC
1706
Lederer & Associates Investment Counsel
California
$597K – – –
DCM
1707
Donaldson Capital Management
Indiana
$597K +$79.2K +2,369 +14%
JFL
1708
Jarislowsky, Fraser Ltd
Quebec, Canada
$596K -$45.2K -1,351 -6%
CCM
1709
Compton Capital Management
Rhode Island
$594K -$249K -7,454 -27%
BAM
1710
Blueshift Asset Management
New Jersey
$593K -$258K -7,724 -28%
BWA
1711
Blodgett Wealth Advisors
California
$593K +$16.7K +500 +3%
MA
1712
MONECO Advisors
Connecticut
$592K -$17.8K -532 -3%
AFO
1713
Allie Family Office
Florida
$592K – – –
VIM
1714
VELA Investment Management
Ohio
$592K +$115K +3,429 +21%
WCM
1715
Whitener Capital Management
North Carolina
$591K +$5.85K +175 +0.9%
WAM
1716
WNY Asset Management
New York
$591K +$23.7K +709 +4%
LWM
1717
Liberty Wealth Management
California
$590K +$2.07K +62 +0.3%
GAM
1718
Grandview Asset Management
Pennsylvania
$588K -$45.3K -1,354 -7%
FC
1719
Fusion Capital
South Carolina
$587K +$4.61K +138 +0.7%
POIA
1720
Pin Oak Investment Advisors
Texas
$585K -$583K -17,430 -90%
PTP
1721
Platform Technology Partners
New York
$585K +$4.31K +129 +0.7%
LPP
1722
Life Planning Partners
Florida
$585K +$100 +3 +0%
PWMG
1723
Prestige Wealth Management Group
New Jersey
$584K -$12.6K -376 -2%
ADIM
1724
Alpha DNA Investment Management
Maryland
$583K +$645K +19,304 New
SLG
1725
Stanley-Laman Group
Pennsylvania
$579K -$1K -30 -0.2%
67 68
69
70 71