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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
SL
2101
Summitry LLC
California
$648K +$94.8K +2,253 +20%
IVP
2102
Intrinsic Value Partners
Arizona
$648K -$8.41K -200 -1%
AIM
2103
Acropolis Investment Management
Missouri
$647K +$7.15K +170 +1%
OWA
2104
Outlook Wealth Advisors
Texas
$646K -$12.4K -295 -2%
HI
2105
Hudock Inc
Pennsylvania
$646K +$5.09K +121 +0.9%
RWP
2106
Revolve Wealth Partners
New Jersey
$645K -$21K -499 -4%
BFC
2107
Bedel Financial Consulting
Indiana
$644K +$7.03K +167 +1%
WPW
2108
Waldron Private Wealth
Pennsylvania
$643K – – –
CIA
2109
Cladis Investment Advisory
Montana
$642K +$42 +1 +0%
BIAS
2110
Beacon Investment Advisory Services
New Jersey
$642K -$103K -2,454 -15%
SWP
2111
Strategic Wealth Partners
Ohio
$640K +$569K +13,524 New
BC
2112
Belmont Capital
California
$639K +$168K +4,000 +42%
TWP
2113
Tyche Wealth Partners
Texas
$639K +$27K +642 +5%
PWM
2114
Parkshore Wealth Management
California
$639K +$252 +6 +0%
RCG
2115
Regatta Capital Group
California
$637K +$2.57K +61 +0.5%
FWSM
2116
First Wilshire Securities Management
California
$637K – – –
FSCM
2117
Front Street Capital Management
Montana
$635K -$25.3K -601 -4%
OP
2118
ORG Partners
Indiana
$635K +$40.2K +956 +8%
PP
2119
Patron Partners
Texas
$634K +$46.2K +1,099 +9%
TAP
2120
Tounjian Advisory Partners
Florida
$634K -$10K -238 -2%
GP
2121
Greenline Partners
New York
$633K -$262K -6,233 -32%
AC
2122
Apella Capital
Connecticut
$633K +$22.6K +536 +4%
WIP
2123
WealthCare Investment Partners
Rhode Island
$633K -$2.73K -65 -0.5%
SAF
2124
Smith Anglin Financial
Texas
$633K +$19.4K +461 +4%
FMTC
2125
Farmers & Merchants Trust Company
California
$633K -$12.9K -307 -2%
83 84
85
86 87