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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
TC
1776
TAGStone Capital
North Carolina
$767K +$8.66K +226 +1%
ACGA
1777
Atlanta Consulting Group Advisors
Georgia
$767K – – –
VCAM
1778
Van Cleef Asset Management
Ohio
$764K -$321K -8,381 -30%
GKWIM
1779
Gerber Kawasaki Wealth & Investment Management
California
$764K +$15.8K +413 +2%
JFA
1780
JNBA Financial Advisors
Minnesota
$763K -$1.73K -45 -0.2%
SWA
1781
SOA Wealth Advisors
New York
$762K -$2.76K -72 -0.4%
PFSC
1782
Peoples Financial Services Corp
Pennsylvania
$758K -$61.4K -1,601 -8%
PWP
1783
Pursue Wealth Partners
California
$757K +$56.5K +1,475 +8%
OC
1784
Oakworth Capital
Alabama
$756K -$1.15K -30 -0.2%
AIM
1785
Acropolis Investment Management
Missouri
$754K +$8.13K +212 +1%
CPSC
1786
Carl P. Sherr & Co
Massachusetts
$753K +$383 +10 +0.1%
NRI
1787
NFP Retirement Inc
California
$753K +$4.25K +111 +0.6%
RZH
1788
Relyea Zuckerberg Hanson
Connecticut
$751K +$47K +1,227 +7%
KBG
1789
Kahn Brothers Group
New York
$749K -$577K -15,064 -44%
T
1790
TOBAM
France
$747K -$644K -16,814 -47%
BW
1791
BIP Wealth
Georgia
$747K +$26.6K +694 +4%
LCM
1792
LVM Capital Management
Michigan
$745K -$12.6K -328 -2%
DDC
1793
DF Dent & Co
Maryland
$745K -$7.67K -200 -1%
BWA
1794
Beam Wealth Advisors
Louisiana
$743K +$716K +18,688 New
CCIA
1795
Cherry Creek Investment Advisors
Colorado
$742K +$7.63K +199 +1%
BFS
1796
Burkett Financial Services
South Carolina
$742K -$13.4K -349 -2%
TYCC
1797
Texas Yale Capital Corp
Florida
$741K -$1.12M -29,250 -61%
AWM
1798
Accel Wealth Management
Iowa
$740K -$20K -523 -3%
HI
1799
Humankind Investments
New York
$740K +$285K +7,436 +67%
OFG
1800
Oxford Financial Group
Indiana
$740K +$337K +8,790 +90%
70 71
72
73 74