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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
1826
Fairhaven Wealth Management
Illinois
$546K +$35 +1 +0%
CG
1827
Clarus Group
Texas
$546K +$897 +26 +0.2%
PB
1828
Pinnacle Bancorp
Nebraska
$545K +$16.4K +475 +3%
KFI
1829
Key Financial Inc
Pennsylvania
$545K +$90.9K +2,635 +23%
BWM
1830
Baystate Wealth Management
Massachusetts
$543K +$1.83K +53 +0.4%
AIM
1831
Allen Investment Management
New York
$542K – – –
TNAM
1832
Terra Nova Asset Management
New York
$542K – – –
HC
1833
Hoese & Co
Minnesota
$541K – – –
DWM
1834
Defined Wealth Management
Oregon
$540K – – –
PFSC
1835
Peoples Financial Services Corp
Pennsylvania
$540K +$20.7K +600 +4%
MWM
1836
Minot Wealth Management
Massachusetts
$538K +$19.1K +554 +4%
CF
1837
Clarity Financial
Texas
$538K +$480K +13,896 New
GFS
1838
GYL Financial Synergies
Connecticut
$532K +$656 +19 +0.1%
EP
1839
Edgestream Partners
New Jersey
$531K +$473K +13,712 New
LNWTC
1840
Laird Norton Wetherby Trust Company
Washington
$530K +$13.5K +392 +2%
AWM
1841
Apollon Wealth Management
South Carolina
$529K +$10.7K +310 +2%
TCBWMS
1842
Texas Capital Bank Wealth Management Services
Texas
$526K +$469K +13,586 New
KBG
1843
Kahn Brothers Group
New York
$524K – – –
TA
1844
TrueWealth Advisors
Alabama
$523K -$4.21K -122 -0.9%
FHC
1845
First Heartland Consultants
Missouri
$522K +$43.8K +1,270 +10%
KPCM
1846
Kings Point Capital Management
New York
$520K +$47.4K +1,373 +11%
SFG
1847
SNS Financial Group
Minnesota
$519K -$1.93K -56 -0.4%
CAM
1848
Campion Asset Management
Virginia
$519K +$463K +13,419 New
SLA
1849
Silver Lake Advisory
Utah
$517K -$840K -24,344 -65%
EFM
1850
E Fund Management
China
$517K +$461K +13,356 New
72 73
74
75 76