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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
1926
Doyle Wealth Management
Florida
$619K +$5.29K +116 +0.8%
TCM
1927
Tradewinds Capital Management
Washington
$617K +$63.3K +1,389 +11%
CFO
1928
CVA Family Office
Colorado
$617K +$357K +7,845 +130%
PL
1929
Pluribus Labs
California
$617K +$632K +13,875 New
SP
1930
Successful Portfolios
Florida
$615K -$3.19K -70 -0.5%
FMB
1931
Field & Main Bank
Kentucky
$615K +$35.5K +780 +6%
RZH
1932
Relyea Zuckerberg Hanson
Connecticut
$615K +$71.3K +1,565 +13%
WB
1933
West Bancorporation
Iowa
$615K +$630K +13,833 New
AIA
1934
Angeles Investment Advisors
California
$614K +$69.9K +1,535 +13%
NJBEST
1935
New Jersey Better Educational Savings Trust
New Jersey
$612K -$92.5K -2,030 -13%
TA
1936
TrueWealth Advisors
Alabama
$612K -$10.4K -228 -2%
CPSC
1937
Carl P. Sherr & Co
Massachusetts
$612K +$627K +13,761 New
RRCM
1938
Rappaport Reiches Capital Management
Illinois
$607K -$729 -16 -0.1%
CI
1939
CPR Investments
Michigan
$606K +$621K +13,624 New
GCAC
1940
Guardian Capital Advisors (Canada)
Ontario, Canada
$605K +$15.9K +350 +3%
OCM
1941
Orleans Capital Management
Louisiana
$605K +$29K +637 +5%
SAM
1942
Synergy Asset Management
Washington
$605K +$48.4K +1,063 +8%
LCM
1943
Lattice Capital Management
Washington
$605K +$619K +13,589 New
PP
1944
PDS Planning
Ohio
$602K +$44.3K +973 +8%
KWM
1945
Kolinsky Wealth Management
New Jersey
$602K +$616K +13,532 New
MPI
1946
Mairs & Power Inc
Minnesota
$601K +$7.33K +161 +1%
OWP
1947
Obermeyer Wealth Partners
Colorado
$600K -$11.7K -256 -2%
BPFA
1948
Barnes Pettey Financial Advisors
Mississippi
$600K +$614K +13,487 New
HI
1949
Harbour Investments
Wisconsin
$599K -$2.76M -60,580 -82%
AC
1950
AlphaCore Capital
California
$598K -$19.1K -420 -3%
76 77
78
79 80