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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
CSB
1926
City State Bank
Iowa
$648K +$34.2K +854 +6%
SMWM
1927
Silvia McColl Wealth Management
California
$647K – – –
WCA
1928
Westover Capital Advisors
Delaware
$647K – – –
TF
1929
Tudor Financial
Ohio
$645K +$652K +16,264 New
FWM
1930
Forza Wealth Management
Florida
$645K +$20.4K +509 +3%
FTC
1931
Farmers Trust Company
Ohio
$645K +$51.1K +1,275 +9%
FPCG
1932
Fort Pitt Capital Group
Pennsylvania
$645K -$18.2M -454,764 -97%
GFP
1933
Gryphon Financial Partners
Ohio
$644K +$31.6K +789 +5%
HWA
1934
HHM Wealth Advisors
Tennessee
$642K -$5.77K -144 -0.9%
CMTU
1935
Capital Markets Trading (UK)
United Kingdom
$641K -$3.44M -85,785 -84%
FAG
1936
Fortitude Advisory Group
Washington
$638K -$39.2K -978 -6%
AWP
1937
Ascent Wealth Partners
New York
$638K +$32.4K +808 +5%
LSA
1938
Lion Street Advisors
Texas
$637K +$7.49K +187 +1%
AFAS
1939
Acorn Financial Advisory Services
Virginia
$636K -$1.72K -43 -0.3%
FWSM
1940
First Wilshire Securities Management
California
$633K -$431K -10,742 -40%
GC
1941
Gilbert & Cook
Iowa
$633K -$2.93K -73 -0.5%
RWP
1942
Revolve Wealth Partners
New Jersey
$633K +$107K +2,679 +20%
ZIG
1943
Zullo Investment Group
Pennsylvania
$631K +$2K +50 +0.3%
CAMV
1944
Concord Asset Management (Virginia)
Virginia
$630K +$11.8K +294 +2%
GPI
1945
General Partner Inc
Pennsylvania
$630K – – –
AGP
1946
Autumn Glory Partners
Texas
$624K – – –
NFA
1947
Northern Financial Advisors
Michigan
$623K -$8.42K -210 -1%
HIC
1948
Harvey Investment Company
Kentucky
$622K – – –
SIG
1949
Sky Investment Group
Connecticut
$621K – – –
FC
1950
Forte Capital
New York
$621K -$16.6K -415 -3%
76 77
78
79 80