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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
1901
Cidel Asset Management
Ontario, Canada
$476K +$2.59K +72 +0.5%
CPWA
1902
Cerro Pacific Wealth Advisors
California
$476K +$8.86K +246 +2%
TL
1903
Tradewinds LLC
North Carolina
$474K +$549K +15,237 New
SIA
1904
Soltis Investment Advisors
Utah
$473K +$200K +5,546 +57%
BWCS
1905
Beirne Wealth Consulting Services
Connecticut
$472K -$74.3K -2,064 -12%
W
1906
Wealthsimple
Ontario, Canada
$472K – – –
LWA
1907
Lineweaver Wealth Advisors
Ohio
$472K +$7.27K +202 +1%
EHAM
1908
Eagle Harbor Asset Management
Washington
$471K +$39.6K +1,101 +8%
AFAS
1909
Acorn Financial Advisory Services
Virginia
$471K +$5.51K +153 +1%
FWSM
1910
First Wilshire Securities Management
California
$471K +$22.6K +628 +4%
SIC
1911
Sterling Investment Counsel
New York
$471K +$189K +5,247 +53%
RWB
1912
RMR Wealth Builders
New Jersey
$470K -$60K -1,667 -10%
ARMT
1913
Amica Retiree Medical Trust
Rhode Island
$470K +$132K +3,676 +32%
WFAG
1914
Wescott Financial Advisory Group
Pennsylvania
$469K -$5.26K -146 -1%
LWP
1915
Legacy Wealth Planning
Nevada
$468K -$7.17K -199 -1%
CRI
1916
Colonial River Investments
Virginia
$468K +$186K +5,157 +52%
FMN
1917
Financial Management Network
California
$467K -$7.38K -205 -1%
CCC
1918
Chelsea Counsel Company
California
$467K – – –
EL
1919
ERN LLC
Delaware
$467K +$540K +15,000 New
GITFIT
1920
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$467K +$130K +3,600 +32%
EWA
1921
Encompass Wealth Advisors
Oregon
$466K -$59.8K -1,662 -10%
ICP
1922
Interchange Capital Partners
Pennsylvania
$465K -$1.58K -44 -0.3%
OCM
1923
Orleans Capital Management
Louisiana
$465K +$5.4K +150 +1%
IA
1924
IAM Advisory
Pennsylvania
$465K +$20.9K +580 +4%
AWM
1925
AllSquare Wealth Management
New York
$464K +$18K +500 +3%
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77
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