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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
OAM
2126
Oak Asset Management
California
$430K – – –
CCAL
2127
City Center Advisors LLC
Michigan
$430K +$387K +11,279 New
BMC
2128
Benin Management Corp
Connecticut
$430K +$1.72K +50 +0.4%
TWM
2129
Thrive Wealth Management
Pennsylvania
$429K +$35.6K +1,036 +10%
FDS
2130
Freedom Day Solutions
Texas
$428K -$23.4K -681 -6%
TIA
2131
Traphagen Investment Advisors
New Jersey
$428K +$1.24K +36 +0.3%
TCOTS
2132
Trust Company of the South
North Carolina
$427K +$387K +11,260 New
ASG
2133
Ariston Services Group
California
$426K – – –
OWP
2134
Obermeyer Wealth Partners
Colorado
$426K +$60.9K +1,773 +19%
LC
2135
LCNB Corp
Ohio
$425K -$18.6K -541 -5%
ML
2136
McAdam LLC
Pennsylvania
$425K +$47.1K +1,371 +14%
WWP
2137
WR Wealth Planners
Missouri
$425K -$5.18K -151 -1%
FMTC
2138
Farmers & Merchants Trust Company
California
$424K -$11.1K -324 -3%
HI
2139
Humankind Investments
New York
$424K -$17.4K -506 -4%
CCMIC
2140
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$423K -$27.6M -804,490 -99%
PWMG
2141
Pinnacle Wealth Management Group
Michigan
$423K -$15.1K -440 -4%
PSP
2142
Pacific Sage Partners
Washington
$423K -$5.94K -173 -2%
BAM
2143
BOS Asset Management
Illinois
$423K +$31.9K +930 +9%
SB
2144
Sunflower Bank
Texas
$422K +$8.17K +238 +2%
BIA
2145
BHK Investment Advisors
Alabama
$422K +$134K +3,916 +54%
BEAM
2146
Baker Ellis Asset Management
Washington
$421K +$130K +3,800 +52%
GA
2147
Gateway Advisory
New Jersey
$421K +$93K +2,710 +32%
BWAM
2148
Boyd Watterson Asset Management
Ohio
$420K +$6.93K +202 +2%
S
2149
Sunpointe
Missouri
$420K +$13.3K +387 +4%
AWA
2150
Amplius Wealth Advisors
Pennsylvania
$419K -$105K -3,048 -22%
84 85
86
87 88