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Bank of America
BAC

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