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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
2201
S.A. Mason
Michigan
$621K -$52 -1 -0%
TWA
2202
TCI Wealth Advisors
Arizona
$621K -$42.5K -824 -6%
ISFAN
2203
Investor's Fiduciary Advisor Network
Washington
$619K +$24K +465 +4%
CSA
2204
Cottage Street Advisors
Massachusetts
$619K -$310K -5,998 -32%
WCM
2205
Wedge Capital Management
North Carolina
$618K +$75.4K +1,461 +13%
FGWP
2206
Founders Grove Wealth Partners
Virginia
$617K -$101K -1,948 -13%
BWM
2207
Baron Wealth Management
Michigan
$616K +$12.9K +250 +2%
TWA
2208
Tandem Wealth Advisors
Arizona
$616K +$65.4K +1,268 +11%
HFM
2209
Harvest Fund Management
China
$615K -$533K -10,322 -45%
LAM
2210
Lewis Asset Management
California
$614K +$1.24K +24 +0.2%
BFM
2211
Boothbay Fund Management
New York
$614K -$8.5M -164,808 -93%
IRC
2212
Investors Research Corp
Georgia
$613K -$26.4K -511 -4%
TA
2213
TrueWealth Advisors
Alabama
$613K +$131K +2,542 +25%
CWA
2214
CM Wealth Advisors
Ohio
$612K – – –
FCM
2215
Fire Capital Management
California
$611K +$72.4K +1,404 +13%
SEIA
2216
Signature Estate & Investment Advisors
California
$609K -$39.1K -758 -6%
AWM
2217
Activest Wealth Management
Florida
$609K +$353K +6,848 +121%
EI
2218
Ellevest Inc
New York
$609K +$327K +6,337 +103%
BIG
2219
Brookwood Investment Group
Arizona
$608K +$14.2K +276 +2%
PTFIS
2220
Pekao Towarzystwo Funduszy Inwestycyjnych SA
$608K +$643K +12,469 New
MHC
2221
May Hill Capital
Massachusetts
$607K +$23.5K +455 +4%
RA
2222
Rise Advisors
New York
$607K -$5.99K -116 -0.9%
FSCM
2223
Front Street Capital Management
Montana
$606K -$22.7K -440 -3%
SSWM
2224
Sheets Smith Wealth Management
North Carolina
$605K -$891K -17,265 -58%
BWP
2225
BlueStem Wealth Partners
Minnesota
$605K +$343K +6,649 +116%
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89
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