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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
PCM
1876
Potomac Capital Management
New York
$1.1M +$1.06M +20,000 New
MPWS
1877
McCarter Private Wealth Services
Massachusetts
$1.1M +$42.6K +805 +4%
CCA
1878
Childress Capital Advisors
Texas
$1.1M +$103K +1,948 +11%
OCM
1879
Orion Capital Management
California
$1.1M -$21.1K -399 -2%
HWA
1880
Heritage Wealth Advisors
Virginia
$1.1M +$26.2K +496 +3%
AF
1881
Advisornet Financial
Minnesota
$1.1M +$22.5K +426 +2%
JWA
1882
JFS Wealth Advisors
Pennsylvania
$1.1M -$178K -3,367 -14%
CWM
1883
Circle Wealth Management
New Jersey
$1.09M +$26.4K +499 +3%
EWA
1884
Evolution Wealth Advisors
Florida
$1.09M – – –
CA
1885
Continuum Advisory
Idaho
$1.09M -$43.2K -817 -4%
ALAM
1886
Asahi Life Asset Management
Japan
$1.09M +$9.88K +187 +1%
KCPG
1887
Kavar Capital Partners Group
Kansas
$1.09M +$4.97K +94 +0.5%
CAM
1888
Councilmark Asset Management
Tennessee
$1.09M -$38.1K -720 -4%
CL
1889
COWA LLC
Oklahoma
$1.09M -$31.7K -600 -3%
TC
1890
Tannin Capital
North Carolina
$1.09M +$1.05M +19,778 New
YIA
1891
YHB Investment Advisors
Connecticut
$1.09M -$41K -775 -4%
JE
1892
JMAC Enterprises
Pennsylvania
$1.09M +$159 +3 +0%
MAM
1893
Martingale Asset Management
Massachusetts
$1.09M +$1.04M +19,744 New
AA
1894
Addison Advisors
Vermont
$1.09M +$3.59K +68 +0.3%
OL
1895
OneFund LLC
Florida
$1.08M +$46.6K +882 +5%
EWM
1896
Edge Wealth Management
New York
$1.08M -$127K -2,399 -11%
CA
1897
Crewe Advisors
Utah
$1.08M +$7.88K +149 +0.8%
BWA
1898
Beam Wealth Advisors
Louisiana
$1.08M -$37.1K -701 -3%
TWP
1899
Triad Wealth Partners
Kansas
$1.08M +$364K +6,892 +54%
EB
1900
Emprise Bank
Kansas
$1.08M -$61.8K -1,169 -6%
74 75
76
77 78