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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
OFW
1826
Omnia Family Wealth
Florida
$707K +$180 +4 +0%
FNBOH
1827
First National Bank of Hutchinson
Kansas
$704K -$135K -2,993 -15%
AGP
1828
Autumn Glory Partners
Texas
$702K -$152K -3,370 -17%
BC
1829
Bartlett & Co
Ohio
$699K -$147K -3,252 -16%
BCWM
1830
Bartlett & Co Wealth Management
Ohio
$699K -$147K -3,252 -16%
FNBOSM
1831
First National Bank of South Miami
Florida
$698K +$105K +2,322 +16%
RA
1832
Rational Advisors
New York
$697K -$1.07M -23,740 -58%
AHC
1833
Adell Harriman & Carpenter
Texas
$697K +$124K +2,750 +19%
BWM
1834
BigSur Wealth Management
Florida
$694K +$3.83K +85 +0.5%
PIA
1835
Pinion Investment Advisors
Kansas
$694K +$337K +7,463 +80%
PCM
1836
Pointe Capital Management
Michigan
$693K +$32K +710 +4%
NA
1837
Navellier & Associates
Nevada
$692K -$13.5K -300 -2%
BWM
1838
Baystate Wealth Management
Massachusetts
$691K +$5.68K +126 +0.8%
VC
1839
Veracity Capital
Georgia
$691K +$270K +5,988 +56%
RWB
1840
RMR Wealth Builders
New Jersey
$691K +$304K +6,738 +67%
AWM
1841
Abound Wealth Management
Tennessee
$690K +$180 +4 +0%
ADMI
1842
Albert D. Mason Inc
Massachusetts
$690K +$5.87K +130 +0.8%
PPP
1843
Private Portfolio Partners
New Jersey
$689K +$156K +3,458 +26%
CIA
1844
Cladis Investment Advisory
Montana
$687K +$45 +1 +0%
EWA
1845
Encompass Wealth Advisors
Oregon
$686K +$90 +2 +0%
C
1846
CEDRUS
Colorado
$684K +$242K +5,367 +48%
LNWTC
1847
Laird Norton Wetherby Trust Company
Washington
$683K -$263K -5,818 -26%
SIC
1848
Shoker Investment Counsel
Ohio
$682K +$25.3K +560 +4%
CNBTD
1849
Citizens National Bank Trust Department
Mississippi
$681K – – –
CA
1850
CoreCap Advisors
Michigan
$681K +$39.9K +884 +6%
72 73
74
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