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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
JC
1901
Jacobs & Co
California
$358K -$10.1K -375 -3%
BSB
1902
Bangor Savings Bank
Maine
$358K – – –
PPWP
1903
Proquility Private Wealth Partners
Nevada
$358K +$316K +11,807 New
TWM
1904
Triton Wealth Management
Arizona
$357K -$35K -1,306 -10%
AIL
1905
AGF Investments LLC
Ontario, Canada
$357K -$8.01K -299 -2%
GP
1906
Greenline Partners
New York
$357K +$1.61K +60 +0.5%
FMTC
1907
Farmers & Merchants Trust Company
California
$353K – – –
GWS
1908
Glassman Wealth Services
Virginia
$352K -$82K -3,061 -21%
AFS
1909
Annapolis Financial Services
Maryland
$352K +$311K +11,615 New
TCMP
1910
Thrive Capital Management (Pennsylvania)
Pennsylvania
$352K +$312K +11,626 New
CNB
1911
Camden National Bank
Maine
$351K +$27.6K +1,030 +10%
EAM
1912
Erste Asset Management
Austria
$349K +$141K +5,274 +83%
CPSC
1913
Carl P. Sherr & Co
Massachusetts
$349K -$4.42K -165 -1%
RCA
1914
Ranch Capital Advisors
Florida
$348K +$15.4K +574 +5%
TWM
1915
Titus Wealth Management
California
$348K +$38.8K +1,446 +14%
LFA
1916
Legacy Financial Advisors
Kentucky
$347K -$45K -1,678 -13%
CAM
1917
CenterStar Asset Management
Illinois
$347K – – –
KFI
1918
Key Financial Inc
Pennsylvania
$347K – – –
BFM
1919
Boothbay Fund Management
New York
$347K +$307K +11,450 New
BFC
1920
Bedel Financial Consulting
Indiana
$344K +$6.46K +241 +2%
BCP
1921
Berkeley Capital Partners
Georgia
$344K +$304K +11,339 New
VBFP
1922
Valtinson Bruner Financial Planning
Minnesota
$342K +$6.59K +246 +2%
B
1923
Brightworth
Georgia
$341K +$33.2K +1,238 +12%
CPA
1924
Capital Planning Advisors
California
$339K -$42.1K -1,570 -12%
KA
1925
Kercheville Advisors
Texas
$338K +$301K +11,230 New
75 76
77
78 79