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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
2151
Byrne Asset Management
New Jersey
$308K -$18.1K -636 -6%
WB
2152
West Bancorporation
Iowa
$307K +$45.6K +1,599 +18%
MTWM
2153
Masso Torrence Wealth Management
New Jersey
$307K -$13.4K -471 -4%
LC
2154
Lavaca Capital
Texas
$306K -$43.8K -1,535 -13%
OHWP
2155
Oak Harbor Wealth Partners
North Carolina
$306K – – –
ACM
2156
Alethea Capital Management
Washington
$304K -$200 -7 -0.1%
PAIM
2157
Punch & Associates Investment Management
Minnesota
$304K -$21.4K -750 -7%
PFA
2158
Pathway Financial Advisors
Vermont
$303K +$2.85K +100 +1%
SAA
2159
Southeast Asset Advisors
Georgia
$303K -$17.4K -610 -5%
LCGC
2160
Legacy Capital Group California
California
$303K +$11.7K +409 +4%
SFS
2161
Summit Financial Strategies
Ohio
$303K +$1.91K +67 +0.6%
PFWA
2162
Paces Ferry Wealth Advisors
Georgia
$302K -$45.9K -1,608 -13%
KWMG
2163
King Wealth Management Group
Florida
$301K +$485 +17 +0.2%
SAM
2164
Smithbridge Asset Management
Pennsylvania
$301K +$2.85K +100 +1%
IWP
2165
Invenio Wealth Partners
Florida
$300K +$299K +10,463 New
C
2166
CEDRUS
Colorado
$299K -$184K -6,458 -38%
PA
2167
Perennial Advisors
New York
$298K +$297K +10,397 New
VCM
2168
Violich Capital Management
California
$298K +$36.7K +1,286 +14%
WP
2169
WMS Partners
Maryland
$298K -$12.4K -434 -4%
HC
2170
Hamilton Capital
Ohio
$297K -$118K -4,123 -28%
GCS
2171
Gordian Capital (Singapore)
Singapore
$297K – – –
TA
2172
Trellis Advisors
Washington
$297K -$4.31K -151 -1%
AMCA
2173
Arthur M. Cohen & Associates
Illinois
$297K +$2.2K +77 +0.8%
ML
2174
McAdam LLC
Pennsylvania
$296K -$314 -11 -0.1%
BWM
2175
BlackDiamond Wealth Management
New York
$296K +$1.57K +55 +0.6%
85 86
87
88 89