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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
1901
Darwin Wealth Management
Florida
$159K +$7.64K +255 +3%
FWM
1902
FSA Wealth Management
Massachusetts
$158K – – –
SNT
1903
Security National Trust
West Virginia
$155K -$6.06K -202 -3%
HGWM
1904
Harvest Group Wealth Management
Massachusetts
$153K +$899 +30 +0.4%
GCAC
1905
Guardian Capital Advisors (Canada)
Ontario, Canada
$151K -$39.3K -1,310 -11%
PFO
1906
Pathstone Family Office
New Jersey
$150K +$28.1K +938 +15%
PCFFS
1907
Pacific Center for Financial Services
California
$142K -$19.7K -657 -9%
TC
1908
Trust Company
Kansas
$142K – – –
VCM
1909
Versant Capital Management
Arizona
$142K +$47.2K +1,576 +31%
FBT
1910
First Bank & Trust
South Dakota
$139K +$10.1K +338 +5%
TFGT
1911
TS Financial Group (TSFG)
Illinois
$135K +$1.62K +54 +0.9%
PB
1912
Pinnacle Bancorp
Nebraska
$131K +$1.65K +55 +0.9%
PIA
1913
Powell Investment Advisors
Florida
$130K – – –
EIP
1914
Ellis Investment Partners
Pennsylvania
$129K -$10.6K -354 -5%
ICM
1915
Islay Capital Management
Texas
$129K – – –
PMFA
1916
Plante Moran Financial Advisors
Michigan
$125K -$102K -3,391 -36%
WCG
1917
Weaver Consulting Group
California
$125K -$22.5K -751 -11%
HI
1918
Human Investing
Oregon
$123K -$36K -1,201 -17%
JGIA
1919
Jackson Grant Investment Advisers
Connecticut
$123K +$30 +1 +0%
CFO
1920
CVA Family Office
Colorado
$122K -$13.9K -465 -7%
CIS
1921
Capital International Sarl
California
$117K – – –
HFS
1922
HBC Financial Services
Washington
$116K -$30 -1 -0%
CAM
1923
CenterStar Asset Management
Illinois
$116K – – –
ICM
1924
ISZO Capital Management
New York
$112K +$158K +5,284 New
PW
1925
Price Wealth
Texas
$110K -$6K -200 -4%
75 76
77
78 79