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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
OWM
1901
OneAscent Wealth Management
Alabama
$908K -$1.51K -31 -0.2%
GAM
1902
Grandview Asset Management
Pennsylvania
$908K +$22.5K +462 +3%
RZH
1903
Relyea Zuckerberg Hanson
Connecticut
$906K -$23.1K -474 -3%
AF
1904
Apexium Financial
Texas
$906K +$118K +2,426 +16%
WC
1905
Whitney & Co
New York
$905K – – –
PCM
1906
Pointe Capital Management
Michigan
$902K – – –
EA
1907
Everpar Advisors
Oklahoma
$902K +$13.9K +285 +2%
LWA
1908
Ledgewood Wealth Advisors
New Hampshire
$898K – – –
JAG
1909
Journey Advisory Group
Kentucky
$894K – – –
WA
1910
WESPAC Advisors
California
$894K -$73.5K -1,506 -8%
SIM
1911
Sentry Investment Management
Wisconsin
$893K -$158K -3,235 -15%
CC
1912
Chicago Capital
Illinois
$890K -$154K -3,150 -15%
WCA
1913
Westover Capital Advisors
Delaware
$890K -$6.34K -130 -0.7%
BSI
1914
Bennett Selby Investments
Maine
$890K -$17.6K -360 -2%
CIR
1915
Clear Investment Research
Georgia
$888K +$49 +1 +0%
FWM
1916
Finer Wealth Management
Massachusetts
$888K -$102K -2,099 -11%
CC
1917
Carlson Capital
Texas
$887K +$839K +17,200 New
HWA
1918
HHM Wealth Advisors
Tennessee
$884K +$11.5K +236 +1%
OL
1919
Optas LLC
Texas
$880K +$158K +3,246 +23%
LIM
1920
Lathrop Investment Management
Arkansas
$880K -$60K -1,229 -7%
EW
1921
Elyxium Wealth
California
$879K +$6.68K +137 +0.8%
WFAG
1922
Worth Financial Advisory Group
North Carolina
$877K -$38K -778 -4%
MAC
1923
Mason & Associates (California)
California
$877K +$829K +16,990 New
BBA
1924
BLB&B Advisors
Pennsylvania
$875K -$14.1K -288 -2%
RCA
1925
Roberts Capital Advisors
Colorado
$872K +$825K +16,910 New
75 76
77
78 79