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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
VCAM
1801
Van Cleef Asset Management
Ohio
$762K – – –
JFA
1802
JNBA Financial Advisors
Minnesota
$762K – – –
RIM
1803
RW Investment Management
Idaho
$762K -$35.7K -891 -4%
SWA
1804
SOA Wealth Advisors
New York
$761K +$521 +13 +0.1%
CFG
1805
CKW Financial Group
Hawaii
$760K -$8.02K -200 -1%
SFP
1806
Sweet Financial Partners
Minnesota
$759K -$9.78K -244 -1%
BFS
1807
Burkett Financial Services
South Carolina
$759K +$19.1K +477 +3%
MRCM
1808
M&R Capital Management
New Jersey
$756K +$31.8K +794 +4%
WA
1809
Wealth Alliance
New York
$756K -$15.2K -379 -2%
CA
1810
Continuum Advisory
Idaho
$756K +$282K +7,039 +75%
TYCC
1811
Texas Yale Capital Corp
Florida
$756K +$16K +400 +2%
PWP
1812
Pursue Wealth Partners
California
$755K – – –
JPG
1813
Jordan Park Group
California
$754K +$761K +19,000 New
CPSC
1814
Carl P. Sherr & Co
Massachusetts
$752K +$441 +11 +0.1%
MFC
1815
Mechanics Financial Corp
Ohio
$750K +$38.1K +950 +5%
BW
1816
BIP Wealth
Georgia
$748K +$2.97K +74 +0.4%
LIM
1817
Lathrop Investment Management
Arkansas
$746K +$34.1K +850 +5%
LCM
1818
LVM Capital Management
Michigan
$745K – – –
CCIA
1819
Cherry Creek Investment Advisors
Colorado
$744K +$4.57K +114 +0.6%
T
1820
TOBAM
France
$742K -$2.69K -67 -0.4%
OFW
1821
Omnia Family Wealth
Florida
$741K +$31.8K +794 +4%
LWA
1822
Lantern Wealth Advisors
New York
$741K -$226K -5,638 -23%
DFG
1823
Delta Financial Group
New Jersey
$740K -$44.6K -1,114 -6%
AIA
1824
Alera Investment Advisors
Illinois
$740K -$34.9K -872 -4%
TCM
1825
Traynor Capital Management
Pennsylvania
$739K +$104K +2,594 +16%
71 72
73
74 75