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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
TCM
1926
Tradewinds Capital Management
Washington
$617K +$63.3K +1,389 +11%
CFO
1927
CVA Family Office
Colorado
$617K +$357K +7,845 +130%
PL
1928
Pluribus Labs
California
$617K +$632K +13,875 New
SP
1929
Successful Portfolios
Florida
$615K -$3.19K -70 -0.5%
FMB
1930
Field & Main Bank
Kentucky
$615K +$35.5K +780 +6%
RZH
1931
Relyea Zuckerberg Hanson
Connecticut
$615K +$71.3K +1,565 +13%
WB
1932
West Bancorporation
Iowa
$615K +$630K +13,833 New
AIA
1933
Angeles Investment Advisors
California
$614K +$69.9K +1,535 +13%
NJBEST
1934
New Jersey Better Educational Savings Trust
New Jersey
$612K -$92.5K -2,030 -13%
TA
1935
TrueWealth Advisors
Alabama
$612K -$10.4K -228 -2%
CPSC
1936
Carl P. Sherr & Co
Massachusetts
$612K +$627K +13,761 New
RRCM
1937
Rappaport Reiches Capital Management
Illinois
$607K -$729 -16 -0.1%
CI
1938
CPR Investments
Michigan
$606K +$621K +13,624 New
GCAC
1939
Guardian Capital Advisors (Canada)
Ontario, Canada
$605K +$15.9K +350 +3%
OCM
1940
Orleans Capital Management
Louisiana
$605K +$29K +637 +5%
SAM
1941
Synergy Asset Management
Washington
$605K +$48.4K +1,063 +8%
LCM
1942
Lattice Capital Management
Washington
$605K +$619K +13,589 New
PP
1943
PDS Planning
Ohio
$602K +$44.3K +973 +8%
KWM
1944
Kolinsky Wealth Management
New Jersey
$602K +$616K +13,532 New
MPI
1945
Mairs & Power Inc
Minnesota
$601K +$7.33K +161 +1%
OWP
1946
Obermeyer Wealth Partners
Colorado
$600K -$11.7K -256 -2%
BPFA
1947
Barnes Pettey Financial Advisors
Mississippi
$600K +$614K +13,487 New
HI
1948
Harbour Investments
Wisconsin
$599K -$2.76M -60,580 -82%
AC
1949
AlphaCore Capital
California
$598K -$19.1K -420 -3%
CWS
1950
Cypress Wealth Services
California
$598K -$6.42K -141 -1%
76 77
78
79 80