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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
BFC
1851
Bedel Financial Consulting
Indiana
$692K +$45.5K +998 +7%
ACM
1852
Alethea Capital Management
Washington
$690K -$23.3K -512 -3%
BSI
1853
Bennett Selby Investments
Maine
$690K +$9.66K +212 +1%
CF
1854
Copperwynd Financial
Arizona
$688K +$11.9K +261 +2%
MF
1855
Meridian Financial
Massachusetts
$688K +$373K +8,182 New
WC
1856
Whitney & Co
New York
$687K -$25.1K -550 -3%
VW
1857
Vance Wealth
California
$687K +$703K +15,442 New
AFAS
1858
Acorn Financial Advisory Services
Virginia
$686K -$129K -2,841 -16%
VWM
1859
Venturi Wealth Management
Texas
$686K -$547 -12 -0.1%
FBFS
1860
First Business Financial Services
Wisconsin
$685K – – –
RE
1861
RBC Europe
United Kingdom
$684K -$2.29M -50,296 -77%
WAM
1862
Wakefield Asset Management
Colorado
$684K +$26.6K +583 +4%
ICP
1863
Interchange Capital Partners
Pennsylvania
$684K +$148K +3,247 +27%
SIG
1864
Sky Investment Group
Connecticut
$683K -$41.4K -908 -6%
DDC
1865
DF Dent & Co
Maryland
$683K +$75.4K +1,656 +12%
SFWA
1866
Summit Financial Wealth Advisors
Louisiana
$680K -$22.8K -500 -3%
W
1867
Wealthsimple
Ontario, Canada
$680K +$697K +15,289 New
VIM
1868
VELA Investment Management
Ohio
$679K +$696K +15,267 New
PHS
1869
Pekin Hardy Strauss
Illinois
$677K -$13.7K -300 -2%
ST
1870
Spinnaker Trust
Maine
$677K – – –
CAM
1871
Close Asset Management
United Kingdom
$676K -$228K -5,000 -25%
OWA
1872
One Wealth Advisors
California
$675K -$89.1K -1,956 -11%
NW
1873
NewEdge Wealth
Pennsylvania
$675K -$364 -8 -0.1%
SWM
1874
Segment Wealth Management
Texas
$675K +$232K +5,103 +51%
CPWA
1875
Cerro Pacific Wealth Advisors
California
$674K -$35.8K -785 -5%
73 74
75
76 77