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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
BWCS
2176
Beirne Wealth Consulting Services
Connecticut
$430K -$7.13K -186 -2%
TFA
2177
Toth Financial Advisory
Virginia
$430K -$7.28K -190 -2%
AWA
2178
Amplius Wealth Advisors
Pennsylvania
$428K -$10.8K -281 -3%
OFS
2179
Oldfather Financial Services
Nebraska
$428K – – –
FFC
2180
First Financial Corp
Indiana
$428K -$5.59K -146 -1%
PWMG
2181
Pinnacle Wealth Management Group
Michigan
$427K -$15.8K -412 -4%
KA
2182
Klingman & Associates
New York
$426K +$48K +1,253 +13%
CFP
2183
Cascade Financial Partners
California
$426K – – –
SIC
2184
Sigma Investment Counselors
Michigan
$426K – – –
APW
2185
Austin Private Wealth
Texas
$426K -$5.44K -142 -1%
SFB
2186
STAR Financial Bank
Indiana
$425K +$6.29K +164 +2%
TGAM
2187
TBH Global Asset Management
Tennessee
$425K -$282K -7,350 -41%
KCPG
2188
Kavar Capital Partners Group
Kansas
$425K +$115 +3 +0%
SB
2189
Sunflower Bank
Texas
$424K -$17.8K -464 -4%
DA
2190
Dover Advisors
Virginia
$424K +$75.8K +1,978 +23%
RPWA
2191
Regent Peak Wealth Advisors
Georgia
$424K +$20.1K +524 +5%
LSA
2192
L & S Advisors
California
$423K -$8.39M -219,020 -95%
AMCA
2193
Arthur M. Cohen & Associates
Illinois
$422K +$4.98K +130 +1%
AIMCA
2194
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$422K -$5.76M -150,300 -93%
CIM
2195
Confluence Investment Management
Missouri
$421K -$7.59K -198 -2%
WFA
2196
Wellspring Financial Advisors
Ohio
$421K +$28.8K +751 +8%
KWM
2197
Keebeck Wealth Management
Illinois
$420K -$66.7K -1,740 -14%
PCMF
2198
Private Capital Management (Florida)
Florida
$420K +$383 +10 +0.1%
JWM
2199
JGP Wealth Management
Oregon
$420K -$1.53K -40 -0.4%
AT
2200
American Trust
Kentucky
$419K +$18K +470 +5%
86 87
88
89 90