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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
ESB
1851
Essex Savings Bank
Connecticut
$591K +$88.2K +3,030 +21%
DE
1852
Day & Ennis
Georgia
$589K – – –
GC
1853
Gratus Capital
Georgia
$589K +$23.1K +793 +5%
SWM
1854
Selective Wealth Management
Virginia
$586K +$9.72K +334 +2%
PCIG
1855
Partners Capital Investment Group
Massachusetts
$585K +$199K +6,842 +65%
GC
1856
Gilbert & Cook
Iowa
$585K +$19.3K +662 +4%
YIA
1857
YHB Investment Advisors
Connecticut
$583K +$8.09K +278 +2%
RIM
1858
Rakuten Investment Management
Japan
$583K +$501K +17,218 New
NRC
1859
New Republic Capital
North Carolina
$582K -$81.1K -2,787 -14%
LWM
1860
Lakeridge Wealth Management
Ohio
$581K +$503K +17,262 New
AWM
1861
AllSquare Wealth Management
New York
$579K – – –
FHC
1862
First Heartland Consultants
Missouri
$578K +$142K +4,878 +40%
PWM
1863
Prentice Wealth Management
New York
$578K +$8.12K +279 +2%
SJL
1864
Shayne & Jacobs LLC
Tennessee
$576K – – –
DAM
1865
Delta Asset Management
Tennessee
$576K +$1.8K +62 +0.4%
CGF
1866
Constant Guidance Financial
Massachusetts
$575K +$497K +17,065 New
BFA
1867
Benedict Financial Advisors
Georgia
$574K -$286K -9,815 -37%
WA
1868
Wealthstar Advisors
Texas
$573K -$2.91K -100 -0.6%
SWM
1869
Silverlake Wealth Management
Vermont
$573K +$52.1K +1,791 +12%
RL
1870
Rogco LP
Oklahoma
$572K +$308K +10,571 +165%
AIS
1871
AM Investment Strategies
Tennessee
$569K -$1.1M -37,832 -69%
HB
1872
HTLF Bank
Colorado
$569K +$492K +16,889 New
GPA
1873
Garrison Point Advisors
California
$569K -$170K -5,850 -26%
GA
1874
Geller Advisors
New York
$568K +$3.41K +117 +0.7%
MCA
1875
MSH Capital Advisors
Arizona
$567K -$28.2K -970 -5%
73 74
75
76 77