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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
CIR
1801
Clear Investment Research
Georgia
$489K +$473 +16 +0.1%
PG
1802
Patten Group
Tennessee
$488K -$15.7K -532 -3%
KMWM
1803
Keudell/Morrison Wealth Management
Oregon
$487K -$209K -7,067 -28%
MCA
1804
MSH Capital Advisors
Arizona
$487K -$5.03K -170 -0.9%
WC
1805
Whitney & Co
New York
$487K -$2.93K -99 -0.6%
WA
1806
Waddell & Associates
Tennessee
$486K -$7.87K -266 -1%
VP
1807
Verum Partners
North Carolina
$485K +$888 +30 +0.2%
DBT
1808
Dubuque Bank & Trust
Iowa
$484K +$24.3K +821 +5%
FWP
1809
Firethorn Wealth Partners
Georgia
$484K +$651 +22 +0.1%
CJL
1810
Cyrus J. Lawrence
New York
$481K -$2.96K -100 -0.6%
ADMI
1811
Albert D. Mason Inc
Massachusetts
$481K +$31.9K +1,078 +7%
DE
1812
Day & Ennis
Georgia
$479K – – –
CF
1813
Copperwynd Financial
Arizona
$479K +$503 +17 +0.1%
AGP
1814
Autumn Glory Partners
Texas
$479K +$25.6K +866 +6%
DWM
1815
Drive Wealth Management
Utah
$479K -$70.4K -2,380 -12%
CPSC
1816
Carl P. Sherr & Co
Massachusetts
$478K +$414 +14 +0.1%
FVWA
1817
Foster Victor Wealth Advisors
South Carolina
$478K -$10.1K -343 -2%
JSL
1818
JT Stratford LLC
Georgia
$475K -$287K -9,706 -36%
CVM
1819
Cheviot Value Management
California
$473K -$32.5K -1,098 -6%
KFP
1820
KMG Fiduciary Partners
Ohio
$473K -$6.07K -205 -1%
AWM
1821
AllSquare Wealth Management
New York
$471K -$13.3K -450 -3%
PCM
1822
Pointe Capital Management
Michigan
$470K +$2.04K +69 +0.4%
EFSCE
1823
Enterprise Financial Services Corp (EFSC)
Missouri
$470K -$16.7K -564 -3%
FC
1824
Forte Capital
New York
$469K +$104K +3,514 +26%
TL
1825
Tradewinds LLC
North Carolina
$469K -$9.26K -313 -2%
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