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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
BIM
1701
Baldwin Investment Management
Pennsylvania
$816K +$28.1K +820 +4%
AF
1702
Advisornet Financial
Minnesota
$816K +$70K +2,039 +10%
CSA
1703
Cottage Street Advisors
Massachusetts
$816K +$172 +5 +0%
PGWM
1704
Parisi Gray Wealth Management
New Jersey
$813K -$961 -28 -0.1%
AFS
1705
Aft Forsyth & Sober
Florida
$813K – – –
OWIM
1706
Old West Investment Management
California
$812K – – –
MWP
1707
Madison Wealth Partners
Wisconsin
$812K -$154K -4,500 -17%
SA
1708
Skyline Advisors
Washington
$812K – – –
BFWA
1709
Benchmark Financial Wealth Advisors
Florida
$811K +$30.5K +889 +4%
NHT
1710
New Hampshire Trust
New Hampshire
$808K -$8.07K -235 -1%
TTWM
1711
TCV Trust & Wealth Management
Virginia
$807K – – –
BOS
1712
Bank of Stockton
California
$807K – – –
PBO
1713
Peoples Bank (Ohio)
Ohio
$806K -$42.9K -1,250 -6%
CWA
1714
Clearview Wealth Advisors
Oregon
$801K -$26.8K -780 -4%
MFGM
1715
Marshall Financial Group (Maryland)
Maryland
$800K -$41.2K -1,200 -5%
DMBA
1716
Deseret Mutual Benefit Administrators
Utah
$799K +$19.8K +578 +3%
CCG
1717
Catalina Capital Group
California
$798K +$503K +14,658 +229%
SAM
1718
Summit Asset Management
Tennessee
$798K +$56.7K +1,651 +9%
BIA
1719
Bigelow Investment Advisors
Maine
$796K +$5.29K +154 +0.7%
MAM
1720
Meeder Asset Management
Ohio
$794K +$70.9K +2,066 +11%
LFM
1721
LGT Fund Management
Liechtenstein
$787K +$712K +20,746 New
AC
1722
Allstate Corporation
Illinois
$784K -$45.1K -1,314 -6%
AA
1723
ALPS Advisors
Colorado
$784K -$408K -11,880 -37%
SFP
1724
Sweet Financial Partners
Minnesota
$783K +$38.8K +1,130 +6%
PFSC
1725
Peoples Financial Services Corp
Pennsylvania
$783K -$105K -3,068 -13%
67 68
69
70 71