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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
WAS
1876
Wealth Advisory Solutions
Indiana
$440K +$124K +4,175 +35%
KBC
1877
Key Bridge Compliance
$440K +$475K +16,063 New
WIM
1878
WealthPlan Investment Management
Nebraska
$439K +$468K +15,815 +7,288%
MW
1879
MBL Wealth
North Carolina
$438K +$14.6K +495 +3%
CNBTD
1880
Citizens National Bank Trust Department
Mississippi
$438K – – –
KC
1881
Kenfarb & Co
Kentucky
$438K – – –
TIA
1882
Traphagen Investment Advisors
New Jersey
$438K +$237 +8 +0.1%
HIP
1883
HUB Investment Partners
Texas
$437K +$84.4K +2,854 +22%
WA
1884
WealthTrust Axiom
Pennsylvania
$436K – – –
FCFC
1885
First Citizens Financial Corp
Iowa
$435K -$14.8K -500 -3%
PWAC
1886
Private Wealth Advisors (California)
California
$434K – – –
TPWA
1887
TRUE Private Wealth Advisors
Oregon
$433K -$2.6M -87,843 -85%
MAWCM
1888
Mine & Arao Wealth Creation & Management
California
$433K +$2.01K +68 +0.4%
CAM
1889
Cidel Asset Management
Ontario, Canada
$431K +$2.96K +100 +0.6%
TPW
1890
Transatlantique Private Wealth
New York
$430K -$175K -5,906 -27%
SIC
1891
Shoker Investment Counsel
Ohio
$430K +$1.42K +48 +0.3%
HIC
1892
Harvey Investment Company
Kentucky
$429K – – –
AFP
1893
Ausdal Financial Partners
Iowa
$429K -$27.2K -919 -6%
LNB
1894
Ledyard National Bank
$429K +$32.6K +1,102 +8%
BHA
1895
Beech Hill Advisors
New York
$428K -$11.8K -400 -2%
GPI
1896
General Partner Inc
Pennsylvania
$427K – – –
VW
1897
Vance Wealth
California
$426K -$29.6K -1,001 -6%
LIM
1898
Leavell Investment Management
Alabama
$424K +$1.18K +40 +0.3%
MAC
1899
Mason & Associates (California)
California
$423K +$8.46K +286 +2%
WRPWM
1900
Werba Rubin Papier Wealth Management
California
$422K +$5.74K +194 +1%
74 75
76
77 78