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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
2101
Aberdeen Wealth Management
Illinois
$498K +$12K +300 +2%
SLA
2102
Silver Lake Advisory
Utah
$498K -$21.2K -529 -4%
PSF
2103
Pacific Sun Financial
California
$496K -$2.4K -60 -0.5%
HBW
2104
Hazlett, Burt & Watson
West Virginia
$496K +$20K +500 +4%
CG
2105
Clarus Group
Texas
$496K +$1.48K +37 +0.3%
KFA
2106
Kapstone Financial Advisors
Ohio
$495K -$2.12K -53 -0.4%
TWM
2107
Tradition Wealth Management
Minnesota
$495K -$8.54K -213 -2%
SAI
2108
Savvy Advisors Inc
New York
$494K +$97.2K +2,426 +24%
NCFG
2109
New Century Financial Group
New Jersey
$494K -$58.9K -1,470 -11%
ACM
2110
Arcataur Capital Management
Wisconsin
$494K -$601 -15 -0.1%
FCMC
2111
Founders Capital Management (Connecticut)
Connecticut
$493K -$242K -6,040 -33%
ORC
2112
O'Rourke & Company
Massachusetts
$492K +$12.1K +301 +2%
MCM
2113
Morton Capital Management
California
$492K +$94.6K +2,360 +24%
PFSC
2114
Peoples Financial Services Corp
Pennsylvania
$492K -$267K -6,669 -35%
PP
2115
Patron Partners
Texas
$490K -$80K -1,997 -14%
EFH
2116
Eaton Financial Holdings
Florida
$488K +$493K +12,311 New
RA
2117
Rise Advisors
New York
$487K -$21K -524 -4%
FVWA
2118
Foster Victor Wealth Advisors
South Carolina
$487K -$71.8K -1,792 -13%
TFCP
2119
Twin Focus Capital Partners
Massachusetts
$487K -$10K -250 -2%
MAWCM
2120
Mine & Arao Wealth Creation & Management
California
$487K -$922 -23 -0.2%
LCC
2121
Lincoln Capital Corp
Rhode Island
$487K +$1.2K +30 +0.2%
PCP
2122
Proficio Capital Partners
Massachusetts
$486K -$183K -4,572 -27%
CFA
2123
Cahill Financial Advisors
Minnesota
$485K +$9.98K +249 +2%
WCM
2124
Weik Capital Management
Pennsylvania
$485K -$37.1K -925 -7%
MBFW
2125
Morton Brown Family Wealth
Pennsylvania
$484K – – –
83 84
85
86 87