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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
2101
Montchanin Asset Management
Delaware
$481K -$57.5K -1,500 -11%
ORC
2102
O'Rourke & Company
Massachusetts
$481K -$14.4K -375 -3%
HWM
2103
Hemington Wealth Management
Virginia
$481K +$3.79K +99 +0.8%
SCM
2104
Spring Capital Management
Texas
$480K – – –
AP
2105
Atwood & Palmer
Missouri
$479K -$4.14K -108 -0.9%
BHA
2106
Beech Hill Advisors
New York
$479K -$153K -4,000 -25%
LWL
2107
Leo Wealth LLC
Texas
$479K +$4.6K +120 +1%
JC
2108
JB Capital
Connecticut
$478K +$18.5K +484 +4%
BOSSRA
2109
B.O.S.S. Retirement Advisors
Utah
$477K +$214K +5,584 +87%
HBW
2110
Hazlett, Burt & Watson
West Virginia
$477K -$3.83K -100 -0.8%
CFA
2111
Cahill Financial Advisors
Minnesota
$477K +$12.3K +322 +3%
S
2112
Sunpointe
Missouri
$476K +$34.9K +910 +8%
SC
2113
Sawyer & Company
Massachusetts
$476K -$81.3K -2,122 -15%
TNA
2114
True North Advisors
Texas
$476K +$70.7K +1,844 +18%
AF
2115
Alerus Financial
North Dakota
$475K -$115 -3 -0%
CWM
2116
Cahaba Wealth Management
Georgia
$473K -$22.2K -580 -5%
LWP
2117
LMG Wealth Partners
Louisiana
$473K -$326K -8,500 -42%
TCWM
2118
Total Clarity Wealth Management
Illinois
$472K -$96.6K -2,520 -18%
BTC
2119
Bank & Trust Company
Illinois
$471K +$454K +11,853 New
OL
2120
Optas LLC
Texas
$471K +$42.4K +1,107 +10%
SCM
2121
Sollinda Capital Management
Florida
$471K -$25.8K -674 -5%
SWA
2122
SFMG Wealth Advisors
Texas
$470K -$29.3K -764 -6%
RWP
2123
Ridgecrest Wealth Partners
California
$469K – – –
CCB
2124
Cutter & Co Brokerage
Missouri
$469K +$8.97K +234 +2%
AIA
2125
Angeles Investment Advisors
California
$468K -$228K -5,958 -34%
83 84
85
86 87