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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
CNBTD
1726
Citizens National Bank Trust Department
Mississippi
$695K – – –
AWM
1727
Accel Wealth Management
Iowa
$695K +$18.2K +529 +3%
MSAM
1728
Moloney Securities Asset Management
Missouri
$694K +$14.6K +425 +2%
WP
1729
Westmount Partners
California
$693K +$721K +20,927 New
ESCM
1730
Echo Street Capital Management
New York
$693K +$420K +12,200 +140%
JFA
1731
JNBA Financial Advisors
Minnesota
$692K -$1.34K -39 -0.2%
BFG
1732
Barber Financial Group
Kansas
$690K -$4.48K -130 -0.6%
AIA
1733
AIMZ Investment Advisors
California
$686K -$5.17K -150 -0.7%
SWM
1734
Silverlake Wealth Management
Vermont
$685K +$106K +3,072 +17%
OA
1735
Oxbow Advisors
Texas
$685K – – –
PIA
1736
Perennial Investment Advisors
California
$685K +$29.3K +851 +4%
AP
1737
Adero Partners
California
$684K -$76.4K -2,219 -10%
RIG
1738
Ramiah Investment Group
Wisconsin
$684K +$711K +20,654 New
HFM
1739
Hartford Funds Management
Pennsylvania
$682K +$402K +11,661 +130%
ISWM
1740
Independent Solutions Wealth Management
New York
$681K -$8.61K -250 -1%
WA
1741
Wealth Advisors
California
$680K -$83.5K -2,424 -11%
TFA
1742
Teamwork Financial Advisors
Texas
$679K +$706K +20,488 New
AFG
1743
Allegheny Financial Group
Pennsylvania
$678K +$1.52K +44 +0.2%
TTWM
1744
TCV Trust & Wealth Management
Virginia
$677K -$3.62K -105 -0.5%
CWP
1745
Concord Wealth Partners
Virginia
$675K -$166K -4,818 -19%
HCMG
1746
Howard Capital Management Group
California
$673K – – –
VDI
1747
Vaughan David Investments
Illinois
$673K +$48.6K +1,410 +7%
AWM
1748
Aprio Wealth Management
Georgia
$672K +$95.1K +2,760 +16%
LIM
1749
Leavell Investment Management
Alabama
$672K +$67.6K +1,964 +11%
PCH
1750
PGIM Custom Harvest
New Jersey
$671K +$698K +20,274 New
68 69
70
71 72