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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
TA
1926
TrueWealth Advisors
Alabama
$612K – – –
FWM
1927
Fairhaven Wealth Management
Illinois
$612K +$9.11K +202 +1%
WW
1928
Westshore Wealth
California
$612K +$14.3K +318 +2%
MSA
1929
Marino Stram & Associates
Massachusetts
$612K +$130K +2,879 +24%
LAS
1930
LWM Advisory Services
Florida
$611K +$139K +3,070 +26%
EWA
1931
EverSource Wealth Advisors
Alabama
$610K +$16.3K +362 +3%
RCA
1932
Ranch Capital Advisors
Florida
$610K +$21.4K +474 +3%
OCM
1933
Orleans Capital Management
Louisiana
$609K +$53.4K +1,183 +9%
TFA
1934
Toth Financial Advisory
Virginia
$608K -$104K -2,312 -14%
MPIA
1935
Mountain Pacific Investment Advisers
Idaho
$607K +$11.1K +246 +2%
CPIG
1936
Chicago Partners Investment Group
Illinois
$605K -$6K -133 -0.8%
ABLA
1937
Alan B. Lancz & Associates
Ohio
$605K +$235K +5,200 +55%
UCI
1938
Uncommon Cents Investing
Wisconsin
$605K +$662K +14,673 New
GFS
1939
GYL Financial Synergies
Connecticut
$603K -$75.1K -1,665 -10%
CCB
1940
Cutter & Co Brokerage
Missouri
$602K -$586K -12,998 -47%
MA
1941
MONECO Advisors
Connecticut
$602K +$9.29K +206 +1%
OTL
1942
Oak Thistle LLC
New York
$602K +$659K +14,596 New
AWM
1943
Aprio Wealth Management
Georgia
$601K +$59.6K +1,322 +10%
AWP
1944
Abacus Wealth Partners
California
$600K -$25K -555 -4%
BWA
1945
Brave Warrior Advisors
New York
$599K – – –
FWSM
1946
First Wilshire Securities Management
California
$598K – – –
AIC
1947
Archer Investment Corporation
Indiana
$597K +$90 +2 +0%
LAM
1948
L2 Asset Management
Massachusetts
$596K -$329K -7,290 -34%
EBT
1949
Enterprise Bank & Trust
Massachusetts
$596K – – –
RZH
1950
Relyea Zuckerberg Hanson
Connecticut
$596K +$74.9K +1,660 +12%
76 77
78
79 80