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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
SAF
2151
Smith Anglin Financial
Texas
$580K +$8.18K +186 +1%
GAM
2152
Gemmer Asset Management
California
$579K +$10.3K +235 +2%
WA
2153
Wambolt & Associates
Colorado
$579K -$56.9K -1,293 -9%
JWBC
2154
J.W. Burns & Co
New York
$578K -$22.8K -518 -4%
KLWA
2155
Kelly Lawrence W & Associates
California
$578K – – –
FNBOH
2156
First National Bank of Hutchinson
Kansas
$576K +$577K +13,113 New
RCM
2157
Raleigh Capital Management
North Carolina
$576K -$14.3K -325 -2%
LFP
2158
Lakeshore Financial Planning
Michigan
$573K -$35.2K -800 -6%
ATC
2159
Adirondack Trust Company
New York
$569K – – –
BOPW
2160
Brandywine Oak Private Wealth
Pennsylvania
$567K +$131K +2,981 +30%
BDFN
2161
Bond & Devick Financial Network
Minnesota
$565K – – –
CNBTD
2162
Citizens National Bank Trust Department
Mississippi
$565K -$88K -2,000 -13%
UF
2163
Univest Financial
Pennsylvania
$565K -$50.9K -1,156 -8%
AFG
2164
Albion Financial Group
Utah
$564K +$2.9K +66 +0.5%
LWM
2165
LongView Wealth Management
Georgia
$564K +$61.9K +1,408 +12%
EA
2166
Ergawealth Advisors
Illinois
$563K – – –
VP
2167
Verum Partners
North Carolina
$561K +$4.05K +92 +0.7%
TCMP
2168
Thrive Capital Management (Pennsylvania)
Pennsylvania
$560K -$8.97K -204 -2%
LPP
2169
Life Planning Partners
Florida
$560K -$57.9K -1,317 -9%
FLP
2170
Financial Life Planners
Arizona
$560K +$560K +12,738 New
MCM
2171
MV Capital Management
Maryland
$558K -$1.01K -23 -0.2%
OHWP
2172
Oak Harbor Wealth Partners
North Carolina
$558K -$11K -250 -2%
AMM
2173
American Money Management
California
$557K +$276K +6,268 +98%
OIA
2174
Optimum Investment Advisors
Illinois
$556K – – –
RLH
2175
RD Lewis Holdings
Florida
$556K +$516K +11,728 New
85 86
87
88 89