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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
MIM
1876
Morningstar Investment Management
Illinois
$878K +$105K +2,504 +16%
NI
1877
Natural Investments
California
$877K +$48.6K +1,156 +7%
CSA
1878
Cottage Street Advisors
Massachusetts
$877K +$168 +4 +0%
BFS
1879
Burkett Financial Services
South Carolina
$876K +$3.37K +80 +0.4%
BCM
1880
Brasada Capital Management
Texas
$875K +$42.1K +1,000 +6%
WW
1881
Waterfront Wealth
Kansas
$874K -$36.2K -861 -4%
WFA
1882
Wellspring Financial Advisors
Ohio
$874K +$331K +7,871 +74%
PWM
1883
Prosperity Wealth Management
California
$874K -$230K -5,460 -23%
MPWS
1884
McCarter Private Wealth Services
Massachusetts
$872K -$4.67K -111 -0.6%
WC
1885
Westhampton Capital
North Carolina
$872K -$67.3K -1,600 -8%
TP
1886
Tranquility Partners
Tennessee
$869K – – –
FFL
1887
Future Fund LLC
Illinois
$868K +$71.6K +1,703 +10%
OC
1888
Oakworth Capital
Alabama
$866K -$42.4K -1,007 -5%
LIM
1889
Lathrop Investment Management
Arkansas
$866K -$6.86K -163 -0.9%
HIMS
1890
Hager Investment Management Services
New Hampshire
$864K +$24.8K +589 +3%
IRC
1891
Investors Research Corp
Georgia
$864K – – –
CWS
1892
Confluence Wealth Services
Pennsylvania
$864K -$36.5K -868 -5%
MWA
1893
Muirfield Wealth Advisors
North Carolina
$863K +$11.6K +276 +2%
CAM
1894
Cypress Asset Management
Texas
$861K +$4.21K +100 +0.6%
MIA
1895
MeadowBrook Investment Advisors
Michigan
$861K -$700K -16,645 -48%
RPSA
1896
Richard P. Slaughter Associates
Texas
$859K +$61.2K +1,455 +9%
WCM
1897
Whitener Capital Management
North Carolina
$858K – – –
PWM
1898
Prentice Wealth Management
New York
$856K -$22K -522 -3%
OL
1899
OneFund LLC
Florida
$854K -$9.34K -222 -1%
RZH
1900
Relyea Zuckerberg Hanson
Connecticut
$854K +$31.6K +752 +4%
74 75
76
77 78