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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
APC
2051
Aspire Private Capital
North Carolina
$854K +$585 +11 +0.1%
AP
2052
Advisortrust Partners
North Carolina
$852K +$29.6K +556 +4%
SFG
2053
Snider Financial Group
Washington
$852K -$140K -2,639 -15%
SFG
2054
Stonebridge Financial Group
California
$851K +$795K +14,948 New
SAA
2055
Southeast Asset Advisors
Georgia
$848K +$106 +2 +0%
BI
2056
Ballast Inc
Kentucky
$848K +$313K +5,894 +66%
XWL
2057
XXI Wealth LLC
Illinois
$845K +$91.1K +1,713 +13%
TPWA
2058
TRUE Private Wealth Advisors
Oregon
$844K +$160 +3 +0%
AWP
2059
Ascent Wealth Partners
New York
$844K +$26.6K +500 +3%
SIP
2060
Stoneridge Investment Partners
Pennsylvania
$843K – – –
CCA
2061
Carrera Capital Advisors
Michigan
$840K +$19.2K +361 +3%
HAM
2062
Hedges Asset Management
Nevada
$838K +$782K +14,700 New
EI
2063
Ellevest Inc
New York
$837K +$143K +2,685 +22%
SWRP
2064
Summit Wealth & Retirement Planning
California
$836K -$41K -771 -5%
BMC
2065
Benin Management Corp
Connecticut
$836K -$22.1K -416 -3%
TCOT
2066
Trust Company of Toledo
Ohio
$835K +$41.6K +783 +6%
RWPA
2067
Richard W. Paul & Associates
Michigan
$835K +$46.9K +882 +6%
BWFA
2068
Baltimore-Washington Financial Advisors
Maryland
$831K +$6.43K +121 +0.8%
AIIMS
2069
Analyst IMS Investment Management Services
Israel
$830K -$141K -2,658 -15%
BSTWA
2070
Blake Schutter Theil Wealth Advisors
Ohio
$830K +$8.78K +165 +1%
SCA
2071
Sippican Capital Advisors
Massachusetts
$830K -$65.2K -1,225 -8%
BWA
2072
Brave Warrior Advisors
New York
$828K – – –
MFGM
2073
Marshall Financial Group (Maryland)
Maryland
$828K +$13.8K +260 +2%
CNBTD
2074
Citizens National Bank Trust Department
Mississippi
$828K – – –
PG
2075
Proffitt & Goodson
Tennessee
$827K -$77.8K -1,463 -9%
81 82
83
84 85