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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
SIC
2051
Shoker Investment Counsel
Ohio
$736K +$2.22K +43 +0.3%
BMC
2052
Benin Management Corp
Connecticut
$735K -$6.29K -122 -0.8%
S
2053
Sunpointe
Missouri
$735K -$17.6K -341 -2%
RFP
2054
Root Financial Partners
California
$734K +$127K +2,466 +20%
OWA
2055
Outlook Wealth Advisors
Texas
$733K -$5.21K -101 -0.7%
CAM
2056
Columbia Asset Management
Michigan
$732K -$184K -3,568 -19%
CWMK
2057
Caliber Wealth Management (Kansas)
Kansas
$732K +$80K +1,551 +12%
AFG
2058
Altiora Financial Group
Ohio
$732K – – –
EFSCE
2059
Enterprise Financial Services Corp (EFSC)
Missouri
$731K -$10.8K -210 -1%
APC
2060
Aspire Private Capital
North Carolina
$730K -$143K -2,764 -16%
TF
2061
Trek Financial
Arizona
$728K -$152K -2,939 -16%
FAG
2062
Fortitude Advisory Group
Washington
$728K -$774 -15 -0.1%
FM
2063
Family Management
New York
$728K +$46.4K +900 +6%
SAA
2064
Southeast Asset Advisors
Georgia
$725K +$155 +3 +0%
FMN
2065
Financial Management Network
California
$725K +$464 +9 +0.1%
TPWA
2066
TRUE Private Wealth Advisors
Oregon
$722K -$11.7K -226 -2%
ML
2067
McAdam LLC
Pennsylvania
$718K +$18.6K +361 +3%
BIP
2068
Blueprint Investment Partners
North Carolina
$717K -$710K -13,753 -48%
JWM
2069
JGP Wealth Management
Oregon
$716K -$106K -2,045 -12%
EHAM
2070
Eagle Harbor Asset Management
Washington
$715K +$52 +1 +0%
CT
2071
Colonial Trust
South Carolina
$715K -$26.8K -520 -3%
OCBCO
2072
Oversea-Chinese Banking Corp (OCBC)
Singapore
$715K -$1.46M -28,374 -66%
LWA
2073
Lantern Wealth Advisors
New York
$714K +$110K +2,139 +17%
BCM
2074
Boreal Capital Management
Florida
$714K -$38.7K -750 -5%
GDP
2075
Great Diamond Partners
Maine
$713K -$61.3K -1,188 -8%
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83
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