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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
VST
2201
Van Strum & Towne
California
$407K – – –
CRI
2202
Colonial River Investments
Virginia
$407K +$496 +11 +0.1%
MIM
2203
Meixler Investment Management
Arizona
$406K -$33.8K -750 -7%
SAM
2204
Strategy Asset Managers
California
$406K -$135 -3 -0%
PAIM
2205
Punch & Associates Investment Management
Minnesota
$406K – – –
CWP
2206
CFM Wealth Partners
Texas
$405K -$90 -2 -0%
FBT
2207
First Bank & Trust
South Dakota
$405K +$6.9K +153 +2%
SPP
2208
Single Point Partners
Massachusetts
$403K +$135 +3 +0%
NRI
2209
NFP Retirement Inc
California
$403K +$97.9K +2,170 +29%
MM
2210
MQS Management
New York
$401K +$123K +2,732 +39%
BFM
2211
Boothbay Fund Management
New York
$400K +$438K +9,706 New
AIL
2212
AGF Investments LLC
Ontario, Canada
$399K +$101K +2,228 +30%
GM
2213
GeoWealth Management
Illinois
$398K -$168K -3,722 -28%
ACP
2214
Aveo Capital Partners
Colorado
$398K +$53.8K +1,192 +14%
SIA
2215
Soltis Investment Advisors
Utah
$398K +$102K +2,257 +31%
EP
2216
Edgestream Partners
New Jersey
$397K -$3.31M -73,388 -88%
CAC
2217
Certified Advisory Corp
Florida
$396K +$1.72K +38 +0.4%
KFP
2218
KB Financial Partners
New Jersey
$396K +$57.4K +1,273 +15%
NB
2219
Nicolet Bankshares
Wisconsin
$396K +$82.3K +1,824 +23%
EI
2220
Ellevest Inc
New York
$395K -$61.5K -1,362 -12%
PIMG
2221
Patriot Investment Management Group
Tennessee
$395K -$14.8K -329 -3%
DS
2222
DRW Securities
Illinois
$393K -$212K -4,692 -33%
JWM
2223
JGP Wealth Management
Oregon
$393K +$18.5K +410 +4%
MA
2224
MKT Advisors
California
$391K +$8.62K +191 +2%
BEAM
2225
Baker Ellis Asset Management
Washington
$388K -$3.38K -75 -0.8%
87 88
89
90 91