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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
NW
2126
NewEdge Wealth
Pennsylvania
$294K +$262K +7,602 New
KFP
2127
KB Financial Partners
New Jersey
$294K +$263K +7,610 New
NCM
2128
Narwhal Capital Management
Georgia
$293K -$780K -22,600 -75%
IFS
2129
Ifrah Financial Services
Arkansas
$293K – – –
PI
2130
Pettee Investors
Connecticut
$293K – – –
SCA
2131
STALEY CAPITAL ADVISERS
Pennsylvania
$293K +$6.49K +188 +3%
GAM
2132
Gould Asset Management
California
$293K +$24.2K +700 +10%
SIM
2133
Sonora Investment Management
Arizona
$292K +$2.59K +75 +1%
BCFS
2134
Butensky & Cohen Financial Security
Florida
$290K -$104K -3,000 -29%
NB
2135
Northwest Bancshares
Pennsylvania
$290K +$3.45K +100 +1%
SM
2136
SG3 Management
Puerto Rico
$290K +$259K +7,500 New
CFO
2137
Collective Family Office
Pennsylvania
$289K +$257K +7,459 New
ACP
2138
Aveo Capital Partners
Colorado
$289K +$258K +7,468 New
IP
2139
Investment Partners
Ohio
$288K +$380 +11 +0.1%
HFS
2140
Howard Financial Services
Texas
$287K -$103K -2,971 -29%
CA
2141
Centerpoint Advisors
Massachusetts
$287K -$1.55K -45 -0.6%
F
2142
F3Logic
Minnesota
$287K +$4.55K +132 +2%
HFAS
2143
Hummer Financial Advisory Services
Illinois
$287K +$22.4K +650 +10%
LWM
2144
Lionsbridge Wealth Management
Florida
$286K -$3.35K -97 -1%
JHCP
2145
Jackson Hole Capital Partners
Oklahoma
$286K +$4.83K +140 +2%
ST
2146
Sabal Trust
Florida
$286K +$4.97K +144 +2%
BL
2147
Balentine LLC
Georgia
$285K -$2.14K -62 -0.8%
NIM
2148
Nexus Investment Management
Ontario, Canada
$284K – – –
KLI
2149
Kelman-Lazarov Inc
Tennessee
$282K – – –
WAM
2150
Winslow Asset Management
Ohio
$282K – – –
84 85
86
87 88