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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
HNWAG
1901
High Net Worth Advisory Group
Florida
$664K -$53.7K -1,339 -7%
ICP
1902
Interchange Capital Partners
Pennsylvania
$663K -$23.2K -578 -3%
BCA
1903
Bay Colony Advisors
Massachusetts
$663K -$19.5K -486 -3%
MW
1904
Maia Wealth
Colorado
$663K +$42.7K +1,065 +7%
SPC
1905
Spirepoint Private Client
Florida
$662K -$3.01K -75 -0.4%
SWP
1906
Strategic Wealth Partners
Ohio
$661K -$41K -1,023 -6%
MW
1907
MBL Wealth
North Carolina
$660K +$2.93K +73 +0.4%
MC
1908
Machina Capital
France
$660K -$827K -20,639 -55%
SIM
1909
SSI Investment Management
California
$659K -$361 -9 -0.1%
MPWS
1910
McCarter Private Wealth Services
Massachusetts
$659K +$666K +16,612 New
SAM
1911
S.A. Mason
Michigan
$659K -$3.69K -92 -0.6%
SN
1912
Sittner & Nelson
Oregon
$658K +$40.2K +1,004 +6%
PVI
1913
Pine Valley Investments
New Jersey
$658K +$14.3K +356 +2%
DAM
1914
Delta Asset Management
Tennessee
$658K -$11.2K -279 -2%
FMTC
1915
Farmers & Merchants Trust Company
California
$657K -$64.1K -1,600 -9%
UWS
1916
Unique Wealth Strategies
Illinois
$656K +$2.2K +55 +0.3%
WF
1917
WoodTrust Financial
Wisconsin
$656K -$297K -7,411 -31%
ABLA
1918
Alan B. Lancz & Associates
Ohio
$656K +$54.1K +1,350 +9%
MCI
1919
MRP Capital Investments
Georgia
$655K -$82.2K -2,050 -11%
SCA
1920
STALEY CAPITAL ADVISERS
Pennsylvania
$655K – – –
TWA
1921
TCI Wealth Advisors
Arizona
$652K -$164K -4,094 -20%
AIMCA
1922
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$651K +$232K +5,800 +55%
CT
1923
Colonial Trust
South Carolina
$650K +$2.85K +71 +0.4%
KIG
1924
Kowal Investment Group
Wisconsin
$649K +$40.9K +1,021 +7%
FC
1925
FCA Corp
Texas
$649K -$74.4K -1,856 -10%
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