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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
LF
1851
Lantz Financial
Illinois
$966K +$173K +3,536 +23%
CWA
1852
Crux Wealth Advisors
California
$966K -$4.34K -89 -0.5%
CWS
1853
Confluence Wealth Services
Pennsylvania
$961K +$18K +369 +2%
CFD
1854
Creative Financial Designs
Indiana
$961K -$324K -6,649 -26%
KFI
1855
Key Financial Inc
Pennsylvania
$960K -$109K -2,240 -11%
NI
1856
Natural Investments
California
$958K +$1.32K +27 +0.1%
DCM
1857
Driehaus Capital Management
Illinois
$958K +$231K +4,745 +34%
BWCS
1858
Beirne Wealth Consulting Services
Connecticut
$956K +$369K +7,559 +69%
CPA
1859
Capital Performance Advisors
California
$956K +$43.2K +885 +5%
BFS
1860
Burkett Financial Services
South Carolina
$955K -$293 -6 -0%
WW
1861
Waterfront Wealth
Kansas
$955K +$11.8K +242 +1%
AFPL
1862
Advus Financial Partners, LLC
Florida
$955K -$45.7K -936 -5%
CSA
1863
Cottage Street Advisors
Massachusetts
$954K +$195 +4 +0%
CAM
1864
Cypress Asset Management
Texas
$954K +$14.1K +290 +2%
JFA
1865
JNBA Financial Advisors
Minnesota
$953K -$20.4K -419 -2%
WC
1866
Westhampton Capital
North Carolina
$951K – – –
CC
1867
Copperleaf Capital
North Carolina
$949K +$897K +18,390 New
APC
1868
Aspire Private Capital
North Carolina
$948K -$41.4K -849 -4%
FIB
1869
First Interstate Bank
Montana
$948K +$897K +18,377 New
PWM
1870
Prosperity Wealth Management
California
$947K -$5.12K -105 -0.6%
BTWM
1871
Baker Tilly Wealth Management
Wisconsin
$945K +$27.2K +558 +3%
CUAMC
1872
China Universal Asset Management Company
China
$942K -$312K -6,403 -26%
MWA
1873
Muirfield Wealth Advisors
North Carolina
$939K -$1.61K -33 -0.2%
PCM
1874
PAR Capital Management
Massachusetts
$939K +$73.2K +1,500 +9%
MIA
1875
MeadowBrook Investment Advisors
Michigan
$939K – – –
73 74
75
76 77