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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
PSF
2076
Pacific Sun Financial
California
$500K – – –
CCM
2077
Chiron Capital Management
Florida
$499K -$536K -13,996 -53%
USB
2078
Union Savings Bank
Connecticut
$498K -$71K -1,852 -13%
TFCP
2079
Twin Focus Capital Partners
Massachusetts
$498K – – –
SWRP
2080
Summit Wealth & Retirement Planning
California
$497K -$10.2K -267 -2%
V
2081
VeraBank
Texas
$497K – – –
UCB
2082
United Community Bank
South Carolina
$496K +$227K +5,927 +91%
CG
2083
Clarus Group
Texas
$495K +$2.64K +69 +0.6%
ACM
2084
Arcataur Capital Management
Wisconsin
$495K -$4.6K -120 -1%
CPRC
2085
Consolidated Portfolio Review Corp
New York
$495K +$99.7K +2,602 +26%
BFG
2086
Berger Financial Group
Minnesota
$495K -$23K -600 -5%
FMP
2087
Financial Management Professionals
Texas
$495K -$60.6K -1,581 -11%
CIM
2088
CIM Investment Management
Pennsylvania
$495K -$4.79K -125 -1%
MC
2089
Middleton & Co
Massachusetts
$492K +$38.3K +1,000 +9%
GIA
2090
Guyasuta Investment Advisors
Pennsylvania
$490K -$11.5K -301 -2%
BEAM
2091
Baker Ellis Asset Management
Washington
$489K +$46K +1,200 +11%
MAWCM
2092
Mine & Arao Wealth Creation & Management
California
$489K -$35.8K -933 -7%
EWS
2093
Evergreen Wealth Solutions
Pennsylvania
$488K -$58.2K -1,518 -11%
AWM
2094
Aberdeen Wealth Management
Illinois
$488K – – –
CIC
2095
Crawford Investment Counsel
Georgia
$487K -$57.8K -1,509 -11%
LCC
2096
Lincoln Capital Corp
Rhode Island
$487K -$2.11M -54,963 -82%
CIA
2097
Cape Investment Advisory
Georgia
$483K -$25.2K -658 -5%
OHWP
2098
Oak Harbor Wealth Partners
North Carolina
$483K – – –
SPWM
2099
Schrum Private Wealth Management
Florida
$482K +$996 +26 +0.2%
ESB
2100
Essex Savings Bank
Connecticut
$482K -$208K -5,430 -31%
82 83
84
85 86