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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
FWCM
2201
Ferguson Wellman Capital Management
Oregon
$727K +$20.9K +393 +3%
CSA
2202
Cottage Street Advisors
Massachusetts
$726K +$160 +3 +0%
BFA
2203
Benedict Financial Advisors
Georgia
$721K -$31.5K -593 -4%
CWA
2204
CM Wealth Advisors
Ohio
$721K +$5.32K +100 +0.8%
JFGIW
2205
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$719K -$84.7K -1,592 -11%
HFM
2206
Harvest Fund Management
China
$719K – – –
LAM
2207
Lewis Asset Management
California
$719K +$798 +15 +0.1%
KAM
2208
Kazazian Asset Management
Florida
$718K +$670K +12,595 New
HI
2209
Hudock Inc
Pennsylvania
$717K -$11.8K -221 -2%
BWM
2210
Baron Wealth Management
Michigan
$717K -$3.03K -57 -0.5%
IRC
2211
Investors Research Corp
Georgia
$717K – – –
LWA
2212
Legacy Wealth Advisors
Florida
$714K +$202K +3,804 +44%
CFP
2213
Cascade Financial Partners
California
$714K +$74K +1,391 +12%
RA
2214
Riversedge Advisors
Delaware
$714K +$122K +2,301 +23%
BWP
2215
BlueStem Wealth Partners
Minnesota
$714K +$6.54K +123 +1%
RA
2216
Rise Advisors
New York
$713K +$10.5K +198 +2%
EHAM
2217
Eagle Harbor Asset Management
Washington
$712K -$116K -2,177 -15%
CWA
2218
Canvas Wealth Advisors
Kansas
$710K +$5.42K +102 +0.8%
MF
2219
Montis Financial
Massachusetts
$708K +$10.5K +197 +2%
CA
2220
Calton & Associates
Florida
$708K -$227K -4,268 -26%
SSWM
2221
Sheets Smith Wealth Management
North Carolina
$707K +$745 +14 +0.1%
SB
2222
Sunflower Bank
Texas
$707K +$40.9K +769 +7%
WIM
2223
Warwick Investment Management
Texas
$707K +$38.1K +716 +6%
DCM
2224
Donaldson Capital Management
Indiana
$705K +$658K +12,374 New
RDWM
2225
Red Door Wealth Management
Tennessee
$704K +$5.8K +109 +0.9%
87 88
89
90 91