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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
2151
BT Wealth Management
Georgia
$440K -$36.5K -808 -7%
WTA
2152
Washington Trust Advisors
Massachusetts
$440K +$1.31K +29 +0.3%
IA
2153
IFG Advisors
Missouri
$439K +$406 +9 +0.1%
LGA
2154
Lebenthal Global Advisors
New York
$439K +$23.2K +514 +5%
MA
2155
MJP Associates
Connecticut
$439K +$83.1K +1,841 +21%
SBF
2156
Sara-Bay Financial
Florida
$438K +$45 +1 +0%
MCM
2157
MV Capital Management
Maryland
$438K +$4.15K +92 +0.9%
SSW
2158
Stone Summit Wealth
Florida
$438K +$484K +10,726 New
MA
2159
Maxele Advisors
Missouri
$437K -$11.1K -245 -2%
CM
2160
Cornerstone Management
Georgia
$437K – – –
CRWM
2161
Castle Rock Wealth Management
California
$435K -$6.41K -142 -1%
NWA
2162
Navis Wealth Advisors
New York
$435K +$1.35K +30 +0.3%
SOW
2163
State of Wyoming
Wyoming
$431K -$181K -4,012 -28%
VCM
2164
Vigilant Capital Management
Maine
$431K -$2.71K -60 -0.6%
CCM
2165
Carlson Capital Management
Minnesota
$431K +$31.7K +703 +7%
MCM
2166
Morton Capital Management
California
$431K -$7.08K -157 -1%
SEIA
2167
Signature Estate & Investment Advisors
California
$429K -$34.1K -755 -7%
MA
2168
MBA Advisors
Pennsylvania
$429K +$22.2K +492 +5%
GEA
2169
Glen Eagle Advisors
New Jersey
$428K +$28.6K +633 +6%
JSC
2170
Jackson Square Capital
California
$427K -$671K -14,864 -59%
CWS
2171
Confluence Wealth Services
Pennsylvania
$427K +$361 +8 +0.1%
GA
2172
Geller Advisors
New York
$426K -$315K -6,978 -40%
SWM
2173
Shelton Wealth Management
Texas
$426K -$45 -1 -0%
MLA
2174
My Legacy Advisors
Oregon
$425K +$465K +10,308 New
PFA
2175
Pathway Financial Advisors
Vermont
$423K -$90.2K -2,000 -16%
85 86
87
88 89