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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
WTA
2101
Washington Trust Advisors
Massachusetts
$474K +$485K +10,654 New
PFWA
2102
Paces Ferry Wealth Advisors
Georgia
$473K -$132K -2,900 -21%
SBF
2103
Sara-Bay Financial
Florida
$473K – – –
DWM
2104
Drive Wealth Management
Utah
$473K +$485K +10,637 New
BIA
2105
Bigelow Investment Advisors
Maine
$472K +$40.2K +882 +9%
MIM
2106
Meixler Investment Management
Arizona
$472K +$483K +10,600 New
MCM
2107
Morton Capital Management
California
$472K +$483K +10,602 New
CM
2108
Cornerstone Management
Georgia
$472K – – –
KIA
2109
Kraematon Investment Advisors
Massachusetts
$470K +$481K +10,560 New
GWM
2110
GSB Wealth Management
Connecticut
$468K -$221K -4,846 -32%
NWA
2111
Navis Wealth Advisors
New York
$468K – – –
MCM
2112
MV Capital Management
Maryland
$468K +$65.9K +1,447 +16%
VCM
2113
Vigilant Capital Management
Maine
$468K +$241K +5,282 +101%
SMA
2114
Sage Mountain Advisors
Georgia
$465K +$57.5K +1,263 +14%
OPCM
2115
Osborne Partners Capital Management
California
$464K -$56.2K -1,234 -11%
GFP
2116
Gryphon Financial Partners
Ohio
$462K +$6.92K +152 +1%
SPWM
2117
Schrum Private Wealth Management
Florida
$462K +$474K +10,408 New
P
2118
&Partners
Tennessee
$461K -$126K -2,770 -21%
CWS
2119
Confluence Wealth Services
Pennsylvania
$461K +$472K +10,370 New
SWM
2120
Shelton Wealth Management
Texas
$460K +$471K +10,332 New
SKK
2121
Shepherd Kaplan Krochuk
Massachusetts
$458K +$85.9K +1,885 +22%
CG
2122
CFO4Life Group
Texas
$457K +$172K +3,786 +58%
4WM
2123
44 Wealth Management
Oregon
$457K +$186K +4,080 +66%
SPWM
2124
Straight Path Wealth Management
Michigan
$456K +$467K +10,260 New
FWCM
2125
Ferguson Wellman Capital Management
Oregon
$455K +$50.1K +1,100 +12%
83 84
85
86 87