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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
BSB
1901
Bangor Savings Bank
Maine
$358K – – –
PPWP
1902
Proquility Private Wealth Partners
Nevada
$358K +$316K +11,807 New
TWM
1903
Triton Wealth Management
Arizona
$357K -$35K -1,306 -10%
AIL
1904
AGF Investments LLC
Ontario, Canada
$357K -$8.01K -299 -2%
GP
1905
Greenline Partners
New York
$357K +$1.61K +60 +0.5%
FMTC
1906
Farmers & Merchants Trust Company
California
$353K – – –
GWS
1907
Glassman Wealth Services
Virginia
$352K -$82K -3,061 -21%
AFS
1908
Annapolis Financial Services
Maryland
$352K +$311K +11,615 New
TCMP
1909
Thrive Capital Management (Pennsylvania)
Pennsylvania
$352K +$312K +11,626 New
CNB
1910
Camden National Bank
Maine
$351K +$27.6K +1,030 +10%
EAM
1911
Erste Asset Management
Austria
$349K +$141K +5,274 +83%
CPSC
1912
Carl P. Sherr & Co
Massachusetts
$349K -$4.42K -165 -1%
RCA
1913
Ranch Capital Advisors
Florida
$348K +$15.4K +574 +5%
TWM
1914
Titus Wealth Management
California
$348K +$38.8K +1,446 +14%
LFA
1915
Legacy Financial Advisors
Kentucky
$347K -$45K -1,678 -13%
CAM
1916
CenterStar Asset Management
Illinois
$347K – – –
KFI
1917
Key Financial Inc
Pennsylvania
$347K – – –
BFM
1918
Boothbay Fund Management
New York
$347K +$307K +11,450 New
BFC
1919
Bedel Financial Consulting
Indiana
$344K +$6.46K +241 +2%
BCP
1920
Berkeley Capital Partners
Georgia
$344K +$304K +11,339 New
VBFP
1921
Valtinson Bruner Financial Planning
Minnesota
$342K +$6.59K +246 +2%
B
1922
Brightworth
Georgia
$341K +$33.2K +1,238 +12%
CPA
1923
Capital Planning Advisors
California
$339K -$42.1K -1,570 -12%
KA
1924
Kercheville Advisors
Texas
$338K +$301K +11,230 New
FFG
1925
Fortem Financial Group
California
$337K -$56.1K -2,092 -16%
75 76
77
78 79