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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
SWRP
2076
Summit Wealth & Retirement Planning
California
$836K -$41K -771 -5%
BMC
2077
Benin Management Corp
Connecticut
$836K -$22.1K -416 -3%
TCOT
2078
Trust Company of Toledo
Ohio
$835K +$41.6K +783 +6%
RWPA
2079
Richard W. Paul & Associates
Michigan
$835K +$46.9K +882 +6%
BWFA
2080
Baltimore-Washington Financial Advisors
Maryland
$831K +$6.43K +121 +0.8%
AIIMS
2081
Analyst IMS Investment Management Services
Israel
$830K -$141K -2,658 -15%
BSTWA
2082
Blake Schutter Theil Wealth Advisors
Ohio
$830K +$8.78K +165 +1%
SCA
2083
Sippican Capital Advisors
Massachusetts
$830K -$65.2K -1,225 -8%
BWA
2084
Brave Warrior Advisors
New York
$828K – – –
MFGM
2085
Marshall Financial Group (Maryland)
Maryland
$828K +$13.8K +260 +2%
CNBTD
2086
Citizens National Bank Trust Department
Mississippi
$828K – – –
PG
2087
Proffitt & Goodson
Tennessee
$827K -$77.8K -1,463 -9%
FWM
2088
Finer Wealth Management
Massachusetts
$827K -$62.2K -1,170 -7%
OWA
2089
Opal Wealth Advisors
New York
$826K +$59.5K +1,118 +8%
IRP
2090
Investment Research Partners
Pennsylvania
$826K +$163K +3,068 +27%
4WM
2091
44 Wealth Management
Oregon
$825K +$164K +3,090 +27%
CAM
2092
Columbia Asset Management
Michigan
$824K -$29.1K -547 -4%
ALC
2093
Alexander Labrunerie & Co
Missouri
$824K +$1.7K +32 +0.2%
HFM
2094
Hartford Funds Management
Pennsylvania
$821K +$851 +16 +0.1%
PBF
2095
Petix & Botte Financial
California
$821K +$385K +7,239 +101%
SEIA
2096
Signature Estate & Investment Advisors
California
$821K +$100K +1,882 +15%
NHT
2097
New Hampshire Trust
New Hampshire
$820K +$13.8K +260 +2%
GS
2098
GWN Securities
Florida
$820K +$130K +2,451 +21%
FAG
2099
Fortitude Advisory Group
Washington
$819K -$29.8K -561 -4%
BCM
2100
Boreal Capital Management
Florida
$817K -$16K -300 -2%
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