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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
TGAM
1826
TBH Global Asset Management
Tennessee
$684K +$60.7K +1,769 +11%
TB
1827
Terril Brothers
Missouri
$682K -$3.81K -111 -0.6%
CWS
1828
Confluence Wealth Services
Pennsylvania
$681K +$185K +5,401 +43%
LIM
1829
Lathrop Investment Management
Arkansas
$681K – – –
PG
1830
Patten Group
Tennessee
$681K -$5.22K -152 -0.8%
IGAM
1831
iA Global Asset Management
Quebec, Canada
$680K -$25.3M -736,591 -98%
CWA
1832
Canvas Wealth Advisors
Kansas
$679K -$43.3K -1,261 -6%
KMWM
1833
Keudell/Morrison Wealth Management
Oregon
$679K +$6.21K +181 +1%
IRC
1834
Investors Research Corp
Georgia
$678K -$41.2K -1,200 -6%
FWP
1835
Firethorn Wealth Partners
Georgia
$678K +$4.67K +136 +0.8%
HC
1836
Hara Capital
Washington
$675K -$20.6K -600 -3%
WC
1837
Whitney & Co
New York
$675K – – –
OPA
1838
Old Port Advisors
Maine
$674K -$24.1K -701 -4%
AIA
1839
Angeles Investment Advisors
California
$672K +$76.3K +2,224 +14%
TP
1840
Tranquility Partners
Tennessee
$672K -$32.9K -957 -5%
BEI
1841
Benjamin Edwards Inc
Missouri
$671K -$318K -9,258 -34%
RZH
1842
Relyea Zuckerberg Hanson
Connecticut
$669K -$5.73K -167 -0.9%
CIR
1843
Clear Investment Research
Georgia
$669K +$790 +23 +0.1%
HAM
1844
Harmony Asset Management
Arizona
$668K -$1.33M -38,611 -69%
BCA
1845
Bay Colony Advisors
Massachusetts
$668K -$19.7K -575 -3%
HIC
1846
Hartline Investment Corp
Illinois
$668K +$604K +17,607 New
CJL
1847
Cyrus J. Lawrence
New York
$666K +$603K +17,570 New
PWP
1848
Pursue Wealth Partners
California
$666K -$410K -11,954 -41%
OL
1849
OneFund LLC
Florida
$665K -$16.8K -488 -3%
ADMI
1850
Albert D. Mason Inc
Massachusetts
$664K -$9.75K -284 -2%
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74
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