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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
CPA
1826
Capital Planning Advisors
California
$614K +$257K +8,837 +94%
MSA
1827
Marino Stram & Associates
Massachusetts
$614K -$18.6K -640 -3%
OL
1828
OneFund LLC
Florida
$613K +$530K +18,208 New
FC
1829
FCA Corp
Texas
$613K – – –
AA
1830
Alta Advisers
United Kingdom
$613K – – –
BCA
1831
Bay Colony Advisors
Massachusetts
$612K +$48.6K +1,669 +10%
PG
1832
Patten Group
Tennessee
$610K +$7.63K +262 +1%
TB
1833
Terril Brothers
Missouri
$609K – – –
RA
1834
RFG Advisory
Alabama
$607K -$649K -22,304 -55%
GCAC
1835
Guardian Capital Advisors (Canada)
Ontario, Canada
$606K -$85.4K -2,932 -14%
RIM
1836
Redwood Investment Management
Arizona
$606K +$524K +17,989 New
LIM
1837
Lathrop Investment Management
Arkansas
$605K – – –
BW
1838
BIP Wealth
Georgia
$604K -$24.7K -850 -5%
RZH
1839
Relyea Zuckerberg Hanson
Connecticut
$600K -$177K -6,065 -25%
WC
1840
Whitney & Co
New York
$600K +$1.14K +39 +0.2%
CWP
1841
Cyndeo Wealth Partners
Florida
$599K -$47.1K -1,618 -8%
ADMI
1842
Albert D. Mason Inc
Massachusetts
$599K +$5.82K +200 +1%
FWP
1843
Firethorn Wealth Partners
Georgia
$597K +$1.54K +53 +0.3%
WCM
1844
Whitener Capital Management
North Carolina
$597K -$31.3K -1,075 -6%
KMWM
1845
Keudell/Morrison Wealth Management
Oregon
$597K -$2.24K -77 -0.4%
FTC
1846
Farmers Trust Company
Ohio
$597K +$165K +5,673 +47%
JSW
1847
Journey Strategic Wealth
New Jersey
$596K +$206K +7,062 +66%
EFH
1848
Eaton Financial Holdings
Florida
$595K -$144K -4,956 -22%
CIR
1849
Clear Investment Research
Georgia
$593K -$7.19K -247 -1%
FVWA
1850
Foster Victor Wealth Advisors
South Carolina
$592K -$28.6K -983 -5%
72 73
74
75 76