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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
EBT
1876
Enterprise Bank & Trust
Massachusetts
$567K -$5.97K -205 -1%
PWM
1877
PBMares Wealth Management
Virginia
$566K -$109K -3,758 -18%
CIA
1878
Cladis Investment Advisory
Montana
$566K -$5.79K -199 -1%
BWM
1879
Blossom Wealth Management
California
$565K +$1.17K +40 +0.2%
SAM
1880
S.A. Mason
Michigan
$564K -$372K -12,789 -43%
SIM
1881
SSI Investment Management
California
$564K -$1.17K -40 -0.2%
SCM
1882
Spring Capital Management
Texas
$564K – – –
AFAS
1883
Acorn Financial Advisory Services
Virginia
$561K -$5.53K -190 -1%
IBOK
1884
Independence Bank of Kentucky
Kentucky
$561K -$42.2K -1,450 -8%
WA
1885
WealthTrust Axiom
Pennsylvania
$559K +$19.8K +681 +4%
AIC
1886
Archer Investment Corporation
Indiana
$557K +$12.7K +437 +3%
HCMG
1887
Howard Capital Management Group
California
$557K -$94.6K -3,250 -16%
VCP
1888
Verus Capital Partners
Arizona
$556K +$1.54K +53 +0.3%
AWAP
1889
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$555K -$5.71K -196 -1%
LWA
1890
Ledgewood Wealth Advisors
New Hampshire
$555K +$480K +16,490 New
TCM
1891
Traynor Capital Management
Pennsylvania
$555K +$33.5K +1,152 +8%
MFC
1892
Mechanics Financial Corp
Ohio
$553K -$17.5K -600 -4%
PP
1893
Patron Partners
Texas
$553K +$1.89K +65 +0.4%
PCM
1894
Pointe Capital Management
Michigan
$552K -$23.2K -798 -5%
FC
1895
Forte Capital
New York
$551K -$22.9K -786 -5%
SMWM
1896
Silvia McColl Wealth Management
California
$549K -$11.6K -400 -2%
MW
1897
MBL Wealth
North Carolina
$549K +$8.44K +290 +2%
SIA
1898
Soltis Investment Advisors
Utah
$549K -$3.23K -111 -0.7%
LWM
1899
Laidlaw Wealth Management
New York
$548K -$5.39K -185 -1%
TGAM
1900
TBH Global Asset Management
Tennessee
$548K +$68.6K +2,356 +17%
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76
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