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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
2076
Finer Wealth Management
Massachusetts
$827K -$62.2K -1,170 -7%
OWA
2077
Opal Wealth Advisors
New York
$826K +$59.5K +1,118 +8%
IRP
2078
Investment Research Partners
Pennsylvania
$826K +$163K +3,068 +27%
4WM
2079
44 Wealth Management
Oregon
$825K +$164K +3,090 +27%
CAM
2080
Columbia Asset Management
Michigan
$824K -$29.1K -547 -4%
ALC
2081
Alexander Labrunerie & Co
Missouri
$824K +$1.7K +32 +0.2%
HFM
2082
Hartford Funds Management
Pennsylvania
$821K +$851 +16 +0.1%
PBF
2083
Petix & Botte Financial
California
$821K +$385K +7,239 +101%
SEIA
2084
Signature Estate & Investment Advisors
California
$821K +$100K +1,882 +15%
NHT
2085
New Hampshire Trust
New Hampshire
$820K +$13.8K +260 +2%
GS
2086
GWN Securities
Florida
$820K +$130K +2,451 +21%
FAG
2087
Fortitude Advisory Group
Washington
$819K -$29.8K -561 -4%
BCM
2088
Boreal Capital Management
Florida
$817K -$16K -300 -2%
BFG
2089
Berger Financial Group
Minnesota
$817K +$3.62K +68 +0.5%
BWA
2090
Beam Wealth Advisors
Louisiana
$817K +$2.82K +53 +0.4%
DWM
2091
Defined Wealth Management
Oregon
$814K +$15.8K +297 +2%
MCA
2092
Magnolia Capital Advisors
Mississippi
$813K -$1.6K -30 -0.2%
GA
2093
Greenspring Advisors
Maryland
$811K +$31.5K +593 +4%
SOAM
2094
SBI Okasan Asset Management
Japan
$810K – – –
PB
2095
Prosperity Bancshares
Texas
$808K +$42.3K +796 +6%
JC
2096
JB Capital
Connecticut
$807K +$4.31K +81 +0.6%
YIA
2097
YHB Investment Advisors
Connecticut
$806K +$6.54K +123 +0.9%
LGW
2098
Leslie Global Wealth
Illinois
$806K -$20.4K -384 -3%
MLL
2099
Moody Lynn & Lieberson
Massachusetts
$806K -$18K -338 -2%
TBFA
2100
Three Bearings Fiduciary Advisors
New Hampshire
$805K – – –
82 83
84
85 86