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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
1751
Liberty Wealth Management
California
$606K -$6.08K -169 -0.9%
FWP
1752
Firethorn Wealth Partners
Georgia
$604K -$1.69K -47 -0.3%
ESCM
1753
Echo Street Capital Management
New York
$603K -$17.3K -481 -2%
POIA
1754
Pin Oak Investment Advisors
Texas
$603K -$36 -1 -0%
LPP
1755
Life Planning Partners
Florida
$603K +$540 +15 +0.1%
WCM
1756
Whitener Capital Management
North Carolina
$603K +$6.12K +170 +0.9%
CPIG
1757
Chicago Partners Investment Group
Illinois
$603K +$17.9K +496 +3%
AIA
1758
Arbor Investment Advisors
North Carolina
$602K -$35.8K -995 -5%
FC
1759
Fusion Capital
South Carolina
$601K +$112K +3,124 +19%
PTP
1760
Platform Technology Partners
New York
$599K -$86K -2,389 -11%
SLG
1761
Stanley-Laman Group
Pennsylvania
$598K +$1.19K +33 +0.2%
TFCP
1762
Twin Focus Capital Partners
Massachusetts
$598K +$11.3K +314 +2%
CCG
1763
Coastwise Capital Group
California
$598K +$692K +19,214 New
MW
1764
MBL Wealth
North Carolina
$596K -$204K -5,672 -23%
HI
1765
Hudock Inc
Pennsylvania
$596K +$2.74K +76 +0.4%
IRC
1766
Investors Research Corp
Georgia
$596K +$36.8K +1,022 +6%
BWA
1767
Blodgett Wealth Advisors
California
$595K -$146K -4,050 -17%
VDI
1768
Vaughan David Investments
Illinois
$592K +$7.13K +198 +1%
AG
1769
AIA Group
Hong Kong
$591K -$1.5M -41,600 -69%
CAM
1770
CenterStar Asset Management
Illinois
$591K – – –
MS
1771
Maven Securities
Jersey
$591K +$684K +18,998 New
WAM
1772
Wakefield Asset Management
Colorado
$591K +$684K +19,000 New
WAOTB
1773
Wealth Advisors of Tampa Bay
Florida
$590K – – –
SWA
1774
SOA Wealth Advisors
New York
$590K +$23.4K +649 +4%
FAM
1775
Flaharty Asset Management
Florida
$589K +$237K +6,586 +53%
69 70
71
72 73