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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
2176
Smithbridge Asset Management
Pennsylvania
$344K -$16.1K -467 -4%
MWP
2177
Madison Wealth Partners
Wisconsin
$343K -$1.03K -30 -0.3%
KFP
2178
KB Financial Partners
New Jersey
$343K +$241 +7 +0.1%
CWA
2179
Centennial Wealth Advisory
Michigan
$342K +$33.4K +970 +10%
LSA
2180
L & S Advisors
California
$342K -$4.89M -141,999 -93%
TWM
2181
Triton Wealth Management
Arizona
$341K -$10.3K -300 -3%
RWI
2182
Red Wave Investments
Pennsylvania
$341K – – –
TA
2183
Townsend & Associates
Colorado
$341K +$26.9K +781 +9%
MCM
2184
Morton Capital Management
California
$341K – – –
CWS
2185
Confluence Wealth Services
Pennsylvania
$341K +$33.9K +984 +11%
MCCA
2186
Mill Creek Capital Advisors
Pennsylvania
$340K +$354K +10,280 New
OHWP
2187
Oak Harbor Wealth Partners
North Carolina
$339K -$11K -320 -3%
PFWA
2188
Paces Ferry Wealth Advisors
Georgia
$338K +$4.13K +120 +1%
VC
2189
Vicus Capital
Pennsylvania
$337K -$15.8K -460 -4%
BSB
2190
Bangor Savings Bank
Maine
$336K +$5.27K +153 +2%
NQWM
2191
Northwest Quadrant Wealth Management
Oregon
$332K +$1.24K +36 +0.4%
VNA
2192
Valley National Advisers
Pennsylvania
$332K -$1.38K -40 -0.4%
IP
2193
Investment Partners
Ohio
$332K -$989K -28,726 -74%
CFO
2194
Colony Family Offices
North Carolina
$331K – – –
IIC
2195
Integrated Investment Consultants
Michigan
$331K +$27.3K +792 +9%
BAM
2196
Brave Asset Management
New Jersey
$331K – – –
HA
2197
HC Advisors
Georgia
$331K -$1.47M -42,700 -81%
TCB
2198
Texas Capital Bancshares
Texas
$330K +$4.06K +118 +1%
CCG
2199
Chatham Capital Group
Georgia
$330K -$3.44K -100 -1%
MMG
2200
Monetary Management Group
Missouri
$330K – – –
86 87
88
89 90