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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
1726
Acropolis Investment Management
Missouri
$712K -$90.1K -3,096 -13%
1WA
1727
180 Wealth Advisors
Washington
$709K +$37.6K +1,291 +7%
WDA
1728
Wendell David Associates
New Hampshire
$707K – – –
LWP
1729
LMG Wealth Partners
Louisiana
$707K -$30.5K -1,048 -5%
CC
1730
Callan Capital
California
$706K -$121K -4,153 -17%
WA
1731
Wealth Alliance
New York
$706K +$46.7K +1,604 +8%
CC
1732
Cipher Capital
New York
$704K +$609K +20,912 New
SMC
1733
Smith, Moore & Co
Missouri
$703K -$32.4K -1,114 -5%
BIA
1734
Bigelow Investment Advisors
Maine
$702K +$23.7K +813 +4%
KCPG
1735
Kavar Capital Partners Group
Kansas
$700K +$300K +10,296 +98%
CIM
1736
Confluence Investment Management
Missouri
$700K – – –
OC
1737
Opinicus Capital
Florida
$700K +$605K +20,784 New
BWM
1738
Baystate Wealth Management
Massachusetts
$699K -$10.7K -368 -2%
AWE
1739
Avidian Wealth Enterprises
Texas
$699K -$3.49K -120 -0.6%
NMG
1740
New Millennium Group
Utah
$698K -$80.9K -2,779 -12%
PTP
1741
Platform Technology Partners
New York
$698K -$18.8K -647 -3%
BIM
1742
Baldwin Investment Management
Pennsylvania
$697K -$64.1K -2,200 -10%
JFA
1743
JNBA Financial Advisors
Minnesota
$697K -$8.76K -301 -1%
FFP
1744
FourThought Financial Partners
Florida
$695K -$2.18K -75 -0.4%
DWM
1745
Drive Wealth Management
Utah
$692K +$89.9K +3,087 +18%
AMBIA
1746
Allen Mooney & Barnes Investment Advisors
Georgia
$692K +$37.6K +1,292 +7%
BFWA
1747
Benchmark Financial Wealth Advisors
Florida
$690K -$7.89K -271 -1%
DMBA
1748
Deseret Mutual Benefit Administrators
Utah
$690K -$102K -3,496 -15%
FI
1749
Finivi Inc
Massachusetts
$690K +$596K +20,485 New
BOS
1750
Bank of Stockton
California
$685K – – –
68 69
70
71 72