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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
HL
1826
HeadInvest LLC
Maine
$817K -$2.23K -50 -0.3%
CPA
1827
Capital Performance Advisors
California
$817K +$262K +5,877 +43%
BIA
1828
Bigelow Investment Advisors
Maine
$815K -$69.7K -1,564 -7%
KA
1829
Kearns & Associates
California
$814K – – –
VA
1830
Valmark Advisers
Ohio
$814K -$14.8K -333 -2%
GFP
1831
Gryphon Financial Partners
Ohio
$812K +$95.3K +2,139 +12%
VCM
1832
Virtue Capital Management
Tennessee
$810K +$214K +4,795 +33%
TC
1833
TFR Capital
Texas
$809K +$402K +9,031 +87%
EAM
1834
Empirical Asset Management
Massachusetts
$809K -$1.15M -25,716 -57%
WW
1835
Waterfront Wealth
Kansas
$807K -$14K -314 -2%
OC
1836
Oakworth Capital
Alabama
$806K +$14.5K +325 +2%
CWM
1837
Circle Wealth Management
New Jersey
$805K +$12.4K +278 +1%
BFWA
1838
Benchmark Financial Wealth Advisors
Florida
$804K -$84.2K -1,889 -9%
FI
1839
Finivi Inc
Massachusetts
$804K -$2.99K -67 -0.3%
ZF
1840
Zhang Financial
Michigan
$803K -$119K -2,665 -12%
DFG
1841
Delta Financial Group
New Jersey
$803K -$4.54K -102 -0.5%
IIA
1842
IPG Investment Advisors
California
$799K -$494K -11,078 -37%
XSC
1843
X-Square Capital
Puerto Rico
$798K +$758 +17 +0.1%
NS
1844
NBC Securities
Alabama
$797K +$850K +19,086 +106,033%
PWP
1845
Pursue Wealth Partners
California
$794K – – –
WFI
1846
West Family Investments
California
$794K -$73.1K -1,641 -8%
CPSC
1847
Carl P. Sherr & Co
Massachusetts
$794K +$2.58K +58 +0.3%
CCG
1848
Cypress Capital Group
Florida
$794K -$170K -3,825 -17%
JPG
1849
Jordan Park Group
California
$793K – – –
GHA
1850
GW Henssler & Associates
Georgia
$790K +$844K +18,940 New
72 73
74
75 76