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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
1751
Close Asset Management
United Kingdom
$577K – – –
AHB
1752
Abner Herrman & Brock
New Jersey
$577K +$190K +5,766 +40%
PCH
1753
PGIM Custom Harvest
New Jersey
$576K -$4.62K -140 -0.7%
ATC
1754
Adirondack Trust Company
New York
$575K -$66.4K -2,013 -9%
CIA
1755
Caerus Investment Advisors
Texas
$575K – – –
CWP
1756
Cyndeo Wealth Partners
Florida
$575K +$24.2K +734 +4%
MCI
1757
MRP Capital Investments
Georgia
$574K +$107K +3,233 +19%
MFS
1758
Monetta Financial Services
Illinois
$572K – – –
AWM
1759
Accel Wealth Management
Iowa
$571K -$33.1K -1,004 -5%
LCM
1760
Leisure Capital Management
California
$571K -$3K -91 -0.5%
SIA
1761
Soltis Investment Advisors
Utah
$569K -$11.3K -343 -2%
BG
1762
Benedetti & Gucer
Georgia
$569K +$293K +8,885 +81%
NC
1763
NBW Capital
Massachusetts
$566K +$43.9K +1,331 +7%
PCA
1764
Pallas Capital Advisors
Massachusetts
$566K +$190K +5,747 +43%
LAIC
1765
Lederer & Associates Investment Counsel
California
$566K – – –
WAM
1766
Wakefield Asset Management
Colorado
$566K +$653K +19,781 New
MC
1767
Middleton & Co
Massachusetts
$565K -$153K -4,648 -19%
IRC
1768
Investors Research Corp
Georgia
$565K -$1.75K -53 -0.3%
HI
1769
Harbour Investments
Wisconsin
$564K +$51.6K +1,563 +9%
PP
1770
PDS Planning
Ohio
$563K +$354K +10,726 +120%
CGA
1771
Channing Global Advisors
Florida
$563K +$650K +19,676 New
SFP
1772
Sweet Financial Partners
Minnesota
$562K +$17.1K +517 +3%
HHGA
1773
Halbert Hargrove Global Advisors
California
$559K +$21K +637 +3%
ORC
1774
O'Rourke & Company
Massachusetts
$559K +$825 +25 +0.1%
VDI
1775
Vaughan David Investments
Illinois
$558K -$27.4K -831 -4%
69 70
71
72 73