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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
PTP
1701
Platform Technology Partners
New York
$586K +$154K +5,207 +32%
TTWM
1702
TCV Trust & Wealth Management
Virginia
$586K – – –
PVI
1703
Pine Valley Investments
New Jersey
$583K +$14.9K +502 +2%
OWIM
1704
Old West Investment Management
California
$581K – – –
VCAM
1705
Van Cleef Asset Management
Ohio
$581K -$76.9K -2,600 -11%
BWM
1706
Baystate Wealth Management
Massachusetts
$579K +$137K +4,634 +28%
LIA
1707
LBMC Investment Advisors
Tennessee
$578K +$6.09K +206 +0.9%
AA
1708
Advisory Alpha
Michigan
$577K -$165K -5,582 -21%
WDA
1709
Wendell David Associates
New Hampshire
$575K -$30.1K -1,017 -5%
JFA
1710
JNBA Financial Advisors
Minnesota
$575K +$1.39K +47 +0.2%
AFG
1711
Allegheny Financial Group
Pennsylvania
$574K +$9.11K +308 +1%
CB
1712
Community Bank
New York
$574K +$7.19K +243 +1%
NAS
1713
Nicolet Advisory Services
Wisconsin
$573K -$423K -14,286 -39%
CFG
1714
CKW Financial Group
Hawaii
$572K +$11.3K +382 +2%
AWE
1715
Avidian Wealth Enterprises
Texas
$572K -$151K -5,101 -20%
PWSG
1716
Pacific Wealth Strategies Group
California
$571K +$617K +20,870 New
CIM
1717
Confluence Investment Management
Missouri
$569K -$3.28K -111 -0.5%
BFWA
1718
Benchmark Financial Wealth Advisors
Florida
$569K +$13.2K +447 +2%
NC
1719
NBW Capital
Massachusetts
$568K +$172K +5,812 +39%
FFP
1720
FourThought Financial Partners
Florida
$567K +$207 +7 +0%
ATC
1721
Adirondack Trust Company
New York
$567K +$5.62K +190 +0.9%
PWM
1722
PBMares Wealth Management
Virginia
$563K -$16.1K -544 -3%
PA
1723
PFW Advisors
Georgia
$563K – – –
VCM
1724
Virtue Capital Management
Tennessee
$559K – – –
VWMG
1725
Virginia Wealth Management Group
Virginia
$559K +$2.19K +74 +0.4%
67 68
69
70 71