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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
KA
1776
Kearns & Associates
California
$646K +$672K +19,500 New
CWP
1777
Cyndeo Wealth Partners
Florida
$641K +$667K +19,358 New
MW
1778
MBL Wealth
North Carolina
$639K -$108K -3,134 -14%
CJL
1779
Cyrus J. Lawrence
New York
$639K -$108K -3,122 -14%
AF
1780
Advisornet Financial
Minnesota
$637K -$2.44M -70,728 -79%
POIA
1781
Pin Oak Investment Advisors
Texas
$636K +$595K +17,281 +893%
WAM
1782
WNY Asset Management
New York
$634K -$13.5K -391 -2%
RCM
1783
Raleigh Capital Management
North Carolina
$634K +$2.62K +76 +0.4%
MAC
1784
Mason & Associates (California)
California
$633K +$38.4K +1,115 +6%
SFP
1785
Sweet Financial Partners
Minnesota
$633K +$27K +783 +4%
EIM
1786
Essex Investment Management
Massachusetts
$630K -$37K -1,075 -5%
ETH
1787
Exos TFP Holdings
New York
$630K -$197K -5,731 -23%
TFCP
1788
Twin Focus Capital Partners
Massachusetts
$629K +$6.37K +185 +1%
SWA
1789
SOA Wealth Advisors
New York
$629K +$689 +20 +0.1%
LIM
1790
Lathrop Investment Management
Arkansas
$629K -$66.2K -1,922 -9%
HHGA
1791
Halbert Hargrove Global Advisors
California
$627K -$104K -3,018 -14%
BCA
1792
Bay Colony Advisors
Massachusetts
$626K -$32.8K -951 -5%
MCA
1793
MSH Capital Advisors
Arizona
$623K +$50.5K +1,467 +8%
DDPIC
1794
Deroy & Devereaux Private Investment Counsel
Michigan
$623K – – –
WA
1795
Wealth Alliance
New York
$623K -$78K -2,264 -11%
FCMC
1796
Founders Capital Management (Connecticut)
Connecticut
$622K – – –
GCAC
1797
Guardian Capital Advisors (Canada)
Ontario, Canada
$619K -$2.58K -75 -0.4%
GAM
1798
Grandview Asset Management
Pennsylvania
$619K -$26.7K -776 -4%
SMC
1799
Smith, Moore & Co
Missouri
$617K +$220K +6,392 +52%
BSI
1800
Bennett Selby Investments
Maine
$617K +$7.06K +205 +1%
70 71
72
73 74