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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
1776
Strategy Asset Managers
California
$445K -$42.8K -1,597 -10%
HCM
1777
Howland Capital Management
Massachusetts
$443K -$402 -15 -0.1%
ISWM
1778
Independent Solutions Wealth Management
New York
$442K -$31.1K -1,162 -7%
BWA
1779
Brave Warrior Advisors
New York
$440K – – –
DDC
1780
DF Dent & Co
Maryland
$439K – – –
SP
1781
Successful Portfolios
Florida
$439K +$29.8K +1,113 +8%
OWA
1782
One Wealth Advisors
California
$439K +$388K +14,470 New
NG
1783
Northstar Group
New York
$438K +$35K +1,305 +10%
TFCP
1784
Twin Focus Capital Partners
Massachusetts
$437K -$9.01K -336 -2%
DWM
1785
Doyle Wealth Management
Florida
$435K -$13.5K -502 -3%
RFN
1786
RDA Financial Network
Iowa
$434K -$98.5K -3,674 -20%
PPW
1787
Pasadena Private Wealth
California
$434K -$22.2K -830 -5%
PFWA
1788
Paces Ferry Wealth Advisors
Georgia
$433K +$147K +5,490 +62%
AC
1789
AlphaCore Capital
California
$432K +$3.86K +144 +1%
EFG
1790
Everhart Financial Group
Ohio
$431K +$381K +14,230 New
FWM
1791
Fairhaven Wealth Management
Illinois
$428K -$45.6K -1,703 -11%
MHIC
1792
Marble Harbor Investment Counsel
Massachusetts
$427K -$268K -10,000 -41%
FNBOH
1793
First National Bank of Hutchinson
Kansas
$427K -$44.9K -1,677 -10%
CAS
1794
Coppell Advisory Solutions
Texas
$427K +$378K +14,095 New
PFA
1795
Pathway Financial Advisors
Vermont
$426K -$8.04K -300 -2%
BIA
1796
BHK Investment Advisors
Alabama
$424K +$1.74K +65 +0.5%
BWM
1797
Baystate Wealth Management
Massachusetts
$424K +$1.77K +66 +0.5%
AIM
1798
Allen Investment Management
New York
$424K +$15.3K +571 +4%
CCA
1799
Childress Capital Advisors
Texas
$424K +$375K +13,993 New
TNAM
1800
Terra Nova Asset Management
New York
$424K +$375K +14,000 New
70 71
72
73 74