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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
AWP
1926
Abacus Wealth Partners
California
$1.04M +$1M +18,974 New
BWA
1927
Basecamp Wealth Advisors
Washington
$1.04M +$998K +18,884 New
KA
1928
Klingman & Associates
New York
$1.04M +$65.1K +1,231 +7%
KFI
1929
Key Financial Inc
Pennsylvania
$1.04M -$4.55K -86 -0.5%
OL
1930
Optas LLC
Texas
$1.03M +$91.2K +1,726 +10%
CA
1931
Calton & Associates
Florida
$1.03M +$993K +18,779 New
SIA
1932
SkyView Investment Advisors
New Jersey
$1.03M -$29.9K -565 -3%
BTWM
1933
Baker Tilly Wealth Management
Wisconsin
$1.03M +$19.5K +368 +2%
CSA
1934
Cottage Street Advisors
Massachusetts
$1.03M +$7.93K +150 +0.8%
SFG
1935
Southern Financial Group
Alabama
$1.03M +$987K +18,665 New
MAC
1936
Mason & Associates (California)
California
$1.03M +$87.4K +1,654 +10%
CWA
1937
Crux Wealth Advisors
California
$1.03M -$3.75K -71 -0.4%
BC
1938
Barrett & Company
Rhode Island
$1.03M -$132K -2,497 -12%
ST
1939
Spinnaker Trust
Maine
$1.03M +$187K +3,530 +23%
PVI
1940
Pine Valley Investments
New Jersey
$1.02M -$15.8K -299 -2%
CWS
1941
Confluence Wealth Services
Pennsylvania
$1.02M – – –
SAW
1942
Signal Advisors Wealth
Michigan
$1.02M +$313K +5,919 +47%
CAM
1943
Columbia Asset Management
Michigan
$1.02M -$19.3K -365 -2%
MBWA
1944
Marin Bay Wealth Advisors
California
$1.02M +$980K +18,547 New
PCM
1945
PAR Capital Management
Massachusetts
$1.02M +$15.9K +300 +2%
CAM
1946
Cypress Asset Management
Texas
$1.02M – – –
BFS
1947
Burkett Financial Services
South Carolina
$1.02M -$1.22K -23 -0.1%
BIM
1948
Baldwin Investment Management
Pennsylvania
$1.02M -$53.9K -1,020 -5%
PA
1949
PFW Advisors
Georgia
$1.01M -$138K -2,616 -12%
MFC
1950
Mechanics Financial Corp
Ohio
$1.01M +$16.7K +315 +2%
76 77
78
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