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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
FMC
1776
First Merchants Corp
Indiana
$450K +$103K +3,198 +33%
AWM
1777
Aberdeen Wealth Management
Illinois
$450K +$413K +12,776 New
FA
1778
Financial Advisors
Massachusetts
$449K +$5.24K +162 +1%
HFA
1779
Hoover Financial Advisors
Pennsylvania
$448K -$95.6K -2,958 -19%
TBA
1780
Tower Bridge Advisors
Pennsylvania
$446K +$410K +12,672 New
AWE
1781
Avidian Wealth Enterprises
Texas
$446K +$48.8K +1,509 +14%
RFN
1782
RDA Financial Network
Iowa
$445K -$16.3K -503 -4%
CNB
1783
Camden National Bank
Maine
$445K +$53.2K +1,647 +15%
VC
1784
Vicus Capital
Pennsylvania
$443K -$35.7K -1,104 -8%
NEPPG
1785
New England Professional Planning Group
Rhode Island
$443K +$406K +12,564 New
BFPW
1786
BOK Financial Private Wealth
Colorado
$442K +$58.8K +1,819 +17%
BBNA
1787
Bremer Bank National Association
Minnesota
$441K +$130K +4,010 +47%
WAOTB
1788
Wealth Advisors of Tampa Bay
Florida
$438K – – –
FTC
1789
Farmers Trust Company
Ohio
$437K -$48.3K -1,493 -11%
PSF
1790
Pacific Sun Financial
California
$437K -$3.3K -102 -0.8%
WP
1791
WMS Partners
Maryland
$435K -$50.3K -1,557 -11%
PC
1792
Port Capital
Illinois
$435K -$3.23K -100 -0.8%
LCM
1793
Leisure Capital Management
California
$435K – – –
VCP
1794
Verus Capital Partners
Arizona
$435K +$399K +12,339 New
CFA
1795
Cahill Financial Advisors
Minnesota
$434K +$162 +5 +0%
RSWM
1796
Robertson Stephens Wealth Management
California
$433K +$64.6K +2,000 +19%
TIA
1797
Tiemann Investment Advisors
California
$431K -$144K -4,463 -27%
JC
1798
Jacobs & Co
California
$430K -$61.3K -1,896 -13%
GCAC
1799
Guardian Capital Advisors (Canada)
Ontario, Canada
$430K -$58.2K -1,800 -13%
DDC
1800
DF Dent & Co
Maryland
$430K -$8.53K -264 -2%
70 71
72
73 74