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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
GC
1951
Gilbert & Cook
Iowa
$795K +$39.2K +932 +6%
SN
1952
Sittner & Nelson
Oregon
$794K +$39.4K +937 +6%
PCM
1953
PAR Capital Management
Massachusetts
$790K +$58.9K +1,400 +9%
CBT
1954
Crews Bank & Trust
Florida
$784K -$631 -15 -0.1%
DMBA
1955
Deseret Mutual Benefit Administrators
Utah
$781K – – –
ICP
1956
Interchange Capital Partners
Pennsylvania
$781K +$14.9K +354 +2%
SCA
1957
STALEY CAPITAL ADVISERS
Pennsylvania
$781K – – –
CFG
1958
CKW Financial Group
Hawaii
$779K +$168 +4 +0%
CS
1959
Cannell & Spears
New York
$779K -$67.8K -1,611 -9%
OTL
1960
Oak Thistle LLC
New York
$778K +$691K +16,432 New
AMBIA
1961
Allen Mooney & Barnes Investment Advisors
Georgia
$777K +$30.6K +727 +5%
DAM
1962
Delta Asset Management
Tennessee
$775K -$421 -10 -0.1%
CSPIA
1963
Cary Street Partners Investment Advisory
Virginia
$774K +$132K +3,131 +24%
AC
1964
ASB Consultores
Florida
$774K +$180K +4,270 +35%
FC
1965
FCA Corp
Texas
$773K – – –
SMWM
1966
Silvia McColl Wealth Management
California
$772K -$2.31K -55 -0.3%
TPWA
1967
TRUE Private Wealth Advisors
Oregon
$772K +$190K +4,518 +38%
ME
1968
McIlrath & Eck
Washington
$770K -$199K -4,732 -23%
FWM
1969
Forza Wealth Management
Florida
$769K – – –
FCFC
1970
First Citizens Financial Corp
Iowa
$766K -$7.91K -188 -1%
BCA
1971
Bay Colony Advisors
Massachusetts
$766K -$1.14K -27 -0.2%
OPA
1972
Old Port Advisors
Maine
$765K -$37.2K -885 -5%
MW
1973
Maia Wealth
Colorado
$764K -$49.6K -1,178 -7%
AWM
1974
Accel Wealth Management
Iowa
$764K -$5.93K -141 -0.9%
ZIG
1975
Zullo Investment Group
Pennsylvania
$764K +$4.92K +117 +0.7%
77 78
79
80 81