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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
2201
Allen Investment Management
New York
$278K +$57K +1,705 +23%
BWM
2202
BlackDiamond Wealth Management
New York
$277K -$20.1K -602 -7%
GCS
2203
Gordian Capital (Singapore)
Singapore
$277K -$33 -1 -0%
AIA
2204
Arbor Investment Advisors
North Carolina
$276K -$341K -10,189 -53%
RPWA
2205
Regent Peak Wealth Advisors
Georgia
$276K +$15K +450 +5%
RCA
2206
Resonant Capital Advisors
Wisconsin
$276K +$50.4K +1,507 +20%
ACM
2207
Allred Capital Management
Texas
$275K -$75.7K -2,263 -20%
SEIA
2208
Signature Estate & Investment Advisors
California
$275K -$27.8K -831 -8%
BWM
2209
BerganKDV Wealth Management
Minnesota
$275K -$3.74K -112 -1%
VCM
2210
Violich Capital Management
California
$275K – – –
WF
2211
WoodTrust Financial
Wisconsin
$274K – – –
OQS
2212
Occudo Quantitative Strategies
Florida
$272K -$3.5M -104,592 -92%
WWMSC
2213
Wagner Wealth Management (South Carolina)
South Carolina
$272K -$12.2K -365 -4%
BG
2214
Benedetti & Gucer
Georgia
$272K -$4.18K -125 -1%
TC
2215
Tacita Capital
Ontario, Canada
$272K – – –
KA
2216
Kozak & Associates
Colorado
$272K +$2.57K +77 +0.9%
FH
2217
FWG Holdings
Florida
$272K +$36.2K +1,083 +14%
JSL
2218
JT Stratford LLC
Georgia
$271K -$34.2K -1,022 -10%
SWIM
2219
Smallwood Wealth Investment Management
New Jersey
$271K – – –
EI
2220
Ellevest Inc
New York
$270K -$10.6K -317 -3%
SAM
2221
Security Asset Management
New York
$270K -$33 -1 -0%
VCM
2222
Vivaldi Capital Management
Illinois
$270K +$7.29K +218 +3%
SAM
2223
Strategy Asset Managers
California
$270K +$18.5K +554 +7%
HFM
2224
Hartford Funds Management
Pennsylvania
$270K +$83.3K +2,493 +39%
DIM
2225
Delta Investment Management
California
$269K +$100 +3 +0%
87 88
89
90 91