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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
2126
LongView Wealth Management
Georgia
$467K -$5.67K -148 -1%
AC
2127
Apella Capital
Connecticut
$466K +$73.9K +1,928 +21%
GCM
2128
Gladius Capital Management
Illinois
$466K +$334K +8,706 +288%
AWG
2129
Altus Wealth Group
Colorado
$466K +$6.51K +170 +1%
IA
2130
IFG Advisors
Missouri
$465K +$307 +8 +0.1%
FOA
2131
Five Oceans Advisors
California
$465K +$165K +4,298 +58%
AC
2132
Addison Capital
Pennsylvania
$464K -$84.2K -2,198 -16%
RHAM
2133
Round Hill Asset Management
California
$464K -$92.4K -2,412 -17%
FFA
2134
First Foundation Advisors
California
$463K -$81.6K -2,129 -15%
TCWA
2135
Turtle Creek Wealth Advisors
Texas
$463K +$73.2K +1,910 +20%
LIM
2136
Leavell Investment Management
Alabama
$462K -$108K -2,815 -19%
TWM
2137
Thrive Wealth Management
Pennsylvania
$461K +$11K +286 +3%
TFG
2138
Tilson Financial Group
New Jersey
$458K -$1.8K -47 -0.4%
TCOTS
2139
Trust Company of the South
North Carolina
$457K +$9.31K +243 +2%
WWP
2140
WR Wealth Planners
Missouri
$457K +$11.5K +301 +3%
SAF
2141
Smith Anglin Financial
Texas
$455K -$7.89K -206 -2%
ML
2142
McAdam LLC
Pennsylvania
$455K +$9.12K +238 +2%
BMC
2143
Benin Management Corp
Connecticut
$454K +$3.03K +79 +0.7%
VNA
2144
Valley National Advisers
Pennsylvania
$452K +$51.2K +1,336 +13%
PSP
2145
Pacific Sage Partners
Washington
$452K +$7.78K +203 +2%
OAM
2146
Oak Asset Management
California
$451K – – –
TF
2147
Trek Financial
Arizona
$451K -$35.6K -928 -8%
SW
2148
SlateStone Wealth
Florida
$450K -$42.3K -1,104 -9%
CA
2149
Crewe Advisors
Utah
$450K +$41K +1,070 +10%
RFO
2150
RiverGlades Family Offices
Florida
$449K – – –
84 85
86
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