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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
VFM
1826
Vivid Financial Management
California
$409K -$61.8K -2,304 -15%
SPP
1827
Single Point Partners
Massachusetts
$409K -$17.9K -666 -5%
SFG
1828
SNS Financial Group
Minnesota
$408K -$18.3K -681 -5%
TFA
1829
Toth Financial Advisory
Virginia
$408K +$107 +4 +0%
HCM
1830
Hall Capital Management
Rhode Island
$408K +$14.2K +530 +4%
SIC
1831
Sigma Investment Counselors
Michigan
$408K +$361K +13,453 New
ATC
1832
Adirondack Trust Company
New York
$405K -$12.7K -475 -3%
PIA
1833
Perennial Investment Advisors
California
$405K -$4.88K -182 -1%
MWM
1834
Minot Wealth Management
Massachusetts
$405K +$358K +13,351 New
AWM
1835
Apollon Wealth Management
South Carolina
$405K +$358K +13,374 New
BT
1836
Brandywine Trust
Delaware
$404K – – –
DWM
1837
Destination Wealth Management
California
$404K +$15K +561 +4%
PFSC
1838
Peoples Financial Services Corp
Pennsylvania
$404K +$50.9K +1,900 +17%
RP
1839
Rice Partnership
Hawaii
$403K – – –
MMA
1840
Miracle Mile Advisors
California
$402K -$500K -18,644 -58%
TCM
1841
Towercrest Capital Management
Pennsylvania
$402K +$3.35K +125 +1%
EAM
1842
Eagle Asset Management
Florida
$401K -$5.95M -222,098 -94%
PHS
1843
Pekin Hardy Strauss
Illinois
$401K – – –
CMO
1844
Covenant Multifamily Offices
Texas
$401K +$14.8K +554 +4%
OR
1845
Olympiad Research
Connecticut
$401K +$354K +13,215 New
FTC
1846
Farmers Trust Company
Ohio
$398K -$12.2K -457 -3%
CFA
1847
Cahill Financial Advisors
Minnesota
$398K +$33.3K +1,243 +10%
PPP
1848
Private Portfolio Partners
New Jersey
$398K -$530K -19,757 -60%
AP
1849
Atwood & Palmer
Missouri
$397K – – –
HFA
1850
Hoover Financial Advisors
Pennsylvania
$396K -$1.02K -38 -0.3%
72 73
74
75 76