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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
LAIC
1751
Lederer & Associates Investment Counsel
California
$568K – – –
NFA
1752
Northern Financial Advisors
Michigan
$566K -$53K -1,856 -9%
PHS
1753
Pekin Hardy Strauss
Illinois
$564K +$11.4K +400 +2%
LWM
1754
Liberty Wealth Management
California
$564K -$80.1K -2,808 -12%
IRC
1755
Investors Research Corp
Georgia
$564K -$2.85K -100 -0.5%
VDI
1756
Vaughan David Investments
Illinois
$563K +$3.34K +117 +0.6%
CWP
1757
Cyndeo Wealth Partners
Florida
$563K -$13.6K -478 -2%
AI
1758
AXS Investments
New York
$560K +$43.6K +1,528 +8%
KA
1759
Kearns & Associates
California
$559K – – –
VCM
1760
Virtue Capital Management
Tennessee
$559K -$3.34K -117 -0.6%
EBT
1761
Enterprise Bank & Trust
Massachusetts
$559K +$159K +5,563 +40%
MFGM
1762
Marshall Financial Group (Maryland)
Maryland
$559K -$65.3K -2,288 -11%
KP
1763
Keel Point
Alabama
$558K +$30.3K +1,061 +6%
SW
1764
SlateStone Wealth
Florida
$552K -$28.1K -986 -5%
SWA
1765
SOA Wealth Advisors
New York
$550K -$2.23K -78 -0.4%
TCM
1766
Triumph Capital Management
Colorado
$550K +$194K +6,807 +55%
RZH
1767
Relyea Zuckerberg Hanson
Connecticut
$549K +$211K +7,403 +63%
SCA
1768
STALEY CAPITAL ADVISERS
Pennsylvania
$548K +$1.4K +49 +0.3%
MCI
1769
MRP Capital Investments
Georgia
$546K -$30K -1,050 -5%
ORC
1770
O'Rourke & Company
Massachusetts
$546K -$14.2K -499 -3%
AG
1771
Ascent Group
Virginia
$545K -$816K -28,580 -62%
IAIM
1772
Industrial Alliance Investment Management
Quebec, Canada
$545K -$22.9M -801,272 -98%
HCM
1773
Hall Capital Management
Rhode Island
$544K +$66.8K +2,340 +14%
FCMC
1774
Founders Capital Management (Connecticut)
Connecticut
$543K -$86 -3 -0%
SFP
1775
Sweet Financial Partners
Minnesota
$543K -$20K -700 -4%
69 70
71
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