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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
BSTWA
2101
Blake Schutter Theil Wealth Advisors
Ohio
$574K -$13.8K -310 -2%
CRWM
2102
Castle Rock Wealth Management
California
$574K +$2.14K +48 +0.3%
SFWA
2103
Summit Financial Wealth Advisors
Louisiana
$573K -$19.7K -441 -3%
FMTC
2104
Farmers & Merchants Trust Company
California
$571K +$5.79K +130 +1%
OA
2105
Oxbow Advisors
Texas
$570K -$57.3K -1,286 -9%
CWA
2106
Crux Wealth Advisors
California
$569K +$209K +4,693 +52%
WPW
2107
Waldron Private Wealth
Pennsylvania
$567K -$4.35M -97,527 -88%
CPBTD
2108
Central Pacific Bank - Trust Division
Hawaii
$567K -$161K -3,622 -21%
CIA
2109
Cladis Investment Advisory
Montana
$566K +$45 +1 +0%
VW
2110
Vance Wealth
California
$566K +$223 +5 +0%
AFAS
2111
Acorn Financial Advisory Services
Virginia
$565K -$92.1K -2,066 -13%
HI
2112
Hudock Inc
Pennsylvania
$564K +$3.39K +76 +0.6%
DA
2113
Drake & Associates
Wisconsin
$564K +$104K +2,330 +21%
GP
2114
Guardian Partners
Canada
$564K – – –
PWM
2115
Parkshore Wealth Management
California
$563K +$312 +7 +0.1%
LFP
2116
Lakeshore Financial Planning
Michigan
$563K +$20.9K +470 +4%
HA
2117
Hanover Advisors
South Carolina
$563K – – –
AIM
2118
Acropolis Investment Management
Missouri
$563K -$13.4K -301 -2%
FWSM
2119
First Wilshire Securities Management
California
$562K -$66.3K -1,487 -10%
RCG
2120
Regatta Capital Group
California
$559K +$107K +2,397 +22%
FAG
2121
Fortitude Advisory Group
Washington
$558K -$36.9K -829 -5%
BT
2122
Brandywine Trust
Delaware
$556K – – –
SSWM
2123
Sheets Smith Wealth Management
North Carolina
$556K -$33.2K -745 -5%
CFG
2124
Copley Financial Group
California
$555K -$2.72K -61 -0.5%
MHIC
2125
Marble Harbor Investment Counsel
Massachusetts
$555K -$4.46K -100 -0.7%
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85
86 87