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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
BB
1851
Bell Bank
North Dakota
$659K +$55.7K +1,623 +10%
GC
1852
Gilbert & Cook
Iowa
$659K -$618 -18 -0.1%
SWP
1853
Strategic Wealth Partners
Ohio
$657K +$189K +5,515 +47%
CB
1854
Community Bank
New York
$656K -$40K -1,165 -6%
MFC
1855
Mechanics Financial Corp
Ohio
$655K +$29.4K +856 +5%
WA
1856
Wealthstar Advisors
Texas
$653K +$6.87K +200 +1%
AWM
1857
AllSquare Wealth Management
New York
$653K – – –
PVI
1858
Pine Valley Investments
New Jersey
$650K -$49.2K -1,432 -8%
DDPIC
1859
Deroy & Devereaux Private Investment Counsel
Michigan
$650K -$40.3K -1,175 -6%
MSA
1860
Marino Stram & Associates
Massachusetts
$650K -$37.9K -1,105 -6%
HB
1861
HTLF Bank
Colorado
$649K +$7.66K +223 +1%
DAM
1862
Delta Asset Management
Tennessee
$649K – – –
TWP
1863
Tyche Wealth Partners
Texas
$649K -$175K -5,092 -23%
IP
1864
Ignite Planners
California
$645K -$104K -3,032 -15%
FFG
1865
Fortem Financial Group
California
$640K +$104K +3,042 +22%
GPA
1866
Garrison Point Advisors
California
$640K -$309 -9 -0.1%
BWM
1867
Blossom Wealth Management
California
$637K – – –
SPC
1868
Spirepoint Private Client
Florida
$636K +$576K +16,785 New
SAM
1869
S.A. Mason
Michigan
$636K +$275 +8 +0%
OFW
1870
Omnia Family Wealth
Florida
$636K +$37.8K +1,101 +7%
SCM
1871
Spring Capital Management
Texas
$635K – – –
SIA
1872
Soltis Investment Advisors
Utah
$634K +$15.1K +439 +3%
IBOK
1873
Independence Bank of Kentucky
Kentucky
$634K +$2.23K +65 +0.4%
YIA
1874
YHB Investment Advisors
Connecticut
$632K -$23K -670 -4%
SIM
1875
SSI Investment Management
California
$631K -$4.12K -120 -0.7%
73 74
75
76 77