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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
OPCM
2151
Osborne Partners Capital Management
California
$298K -$201 -6 -0.1%
MIM
2152
Moseley Investment Management
Florida
$298K +$16.7K +500 +5%
FWA
2153
FSM Wealth Advisors
Ohio
$298K +$78.1K +2,337 +31%
TCB
2154
Texas Capital Bancshares
Texas
$297K -$836 -25 -0.3%
PAIM
2155
Punch & Associates Investment Management
Minnesota
$297K – – –
JLBC
2156
J.L. Bainbridge & Co
Florida
$297K +$50.1K +1,500 +18%
BFG
2157
Berger Financial Group
Minnesota
$296K -$7.59K -227 -2%
VST
2158
Van Strum & Towne
California
$296K -$2.01K -60 -0.6%
SMH
2159
Sanders Morris Harris
Texas
$295K -$5.28K -158 -2%
BFPW
2160
BOK Financial Private Wealth
Colorado
$295K – – –
MIM
2161
Meixler Investment Management
Arizona
$294K – – –
TF
2162
TimeScale Financial
Massachusetts
$294K +$10.1K +301 +3%
EF
2163
Empowered Funds
Pennsylvania
$294K +$325K +9,728 New
KLI
2164
Kelman-Lazarov Inc
Tennessee
$293K +$88.6K +2,650 +38%
AIP
2165
Almanack Investment Partners
Pennsylvania
$292K -$300K -8,968 -48%
WW
2166
Westshore Wealth
California
$292K – – –
CWA
2167
Consilium Wealth Advisory
Texas
$291K -$53.5K -1,600 -14%
SCG
2168
Sonata Capital Group
Washington
$291K -$16.7K -500 -5%
NRI
2169
NFP Retirement Inc
California
$291K -$3.68K -110 -1%
GM
2170
GeoWealth Management
Illinois
$290K +$27.1K +812 +9%
OWP
2171
Obermeyer Wealth Partners
Colorado
$289K -$290K -8,686 -48%
KTC
2172
Kistler-Tiffany Companies
Pennsylvania
$289K -$936 -28 -0.3%
OWA
2173
One Wealth Advisors
California
$289K +$13.7K +409 +4%
WOSD
2174
WFA of San Diego
California
$289K +$78.9K +2,360 +33%
BA
2175
Bluesphere Advisors
Pennsylvania
$288K -$159K -4,745 -33%
85 86
87
88 89