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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
SLA
2101
Silver Lake Advisory
Utah
$498K -$21.2K -529 -4%
PSF
2102
Pacific Sun Financial
California
$496K -$2.4K -60 -0.5%
HBW
2103
Hazlett, Burt & Watson
West Virginia
$496K +$20K +500 +4%
CG
2104
Clarus Group
Texas
$496K +$1.48K +37 +0.3%
KFA
2105
Kapstone Financial Advisors
Ohio
$495K -$2.12K -53 -0.4%
TWM
2106
Tradition Wealth Management
Minnesota
$495K -$8.54K -213 -2%
SAI
2107
Savvy Advisors Inc
New York
$494K +$97.2K +2,426 +24%
NCFG
2108
New Century Financial Group
New Jersey
$494K -$58.9K -1,470 -11%
ACM
2109
Arcataur Capital Management
Wisconsin
$494K -$601 -15 -0.1%
FCMC
2110
Founders Capital Management (Connecticut)
Connecticut
$493K -$242K -6,040 -33%
ORC
2111
O'Rourke & Company
Massachusetts
$492K +$12.1K +301 +2%
MCM
2112
Morton Capital Management
California
$492K +$94.6K +2,360 +24%
PFSC
2113
Peoples Financial Services Corp
Pennsylvania
$492K -$267K -6,669 -35%
PP
2114
Patron Partners
Texas
$490K -$80K -1,997 -14%
EFH
2115
Eaton Financial Holdings
Florida
$488K +$493K +12,311 New
RA
2116
Rise Advisors
New York
$487K -$21K -524 -4%
FVWA
2117
Foster Victor Wealth Advisors
South Carolina
$487K -$71.8K -1,792 -13%
TFCP
2118
Twin Focus Capital Partners
Massachusetts
$487K -$10K -250 -2%
MAWCM
2119
Mine & Arao Wealth Creation & Management
California
$487K -$922 -23 -0.2%
LCC
2120
Lincoln Capital Corp
Rhode Island
$487K +$1.2K +30 +0.2%
PCP
2121
Proficio Capital Partners
Massachusetts
$486K -$183K -4,572 -27%
CFA
2122
Cahill Financial Advisors
Minnesota
$485K +$9.98K +249 +2%
WCM
2123
Weik Capital Management
Pennsylvania
$485K -$37.1K -925 -7%
MBFW
2124
Morton Brown Family Wealth
Pennsylvania
$484K – – –
SL
2125
Summitry LLC
California
$484K -$17.2K -428 -3%
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85
86 87