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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
2226
CCG Wealth Management
California
$388K +$150K +3,320 +54%
CSPAM
2227
Cary Street Partners Asset Management
Virginia
$388K +$199K +4,406 +88%
EWM
2228
Executive Wealth Management
Michigan
$387K +$3.07K +68 +0.7%
AIIMS
2229
Analyst IMS Investment Management Services
Israel
$387K +$424K +9,400 New
OPCM
2230
Osborne Partners Capital Management
California
$386K -$48.7K -1,080 -10%
PCM
2231
Penserra Capital Management
California
$385K -$117K -2,601 -22%
KTC
2232
Kistler-Tiffany Companies
Pennsylvania
$385K -$6.72K -149 -2%
PHAM
2233
Palisades Hudson Asset Management
Florida
$385K – – –
VFA
2234
Voya Financial Advisors
Connecticut
$384K -$52.1K -1,155 -11%
VBFP
2235
Valtinson Bruner Financial Planning
Minnesota
$384K +$135 +3 +0%
MWP
2236
Madison Wealth Partners
Wisconsin
$384K +$13.9K +307 +3%
CCMD
2237
Cypress Capital Management (Delaware)
Delaware
$383K – – –
SMC
2238
Smith, Moore & Co
Missouri
$383K +$10.6K +235 +3%
SI
2239
Saxon Interests
Texas
$382K +$13.9K +308 +3%
BWM
2240
BerganKDV Wealth Management
Minnesota
$380K -$774K -17,160 -65%
SPWM
2241
Schrum Private Wealth Management
Florida
$380K +$857 +19 +0.2%
TF
2242
Trek Financial
Arizona
$379K +$415K +9,206 New
BFG
2243
Berger Financial Group
Minnesota
$377K +$208K +4,603 +101%
FM
2244
Family Management
New York
$376K +$7.35K +163 +2%
BBL
2245
Beck Bode LLC
Massachusetts
$376K +$50.5K +1,119 +14%
TLP
2246
Trinity Legacy Partners
Texas
$375K -$3.97K -88 -1%
OWA
2247
One Wealth Advisors
California
$373K -$277K -6,140 -40%
SIS
2248
Sound Income Strategies
Florida
$373K -$29.8K -660 -7%
MAG
2249
Mayfair Advisory Group
Alabama
$373K +$1.17K +26 +0.3%
MIM
2250
Moseley Investment Management
Florida
$372K -$84.1K -1,865 -17%
88 89
90
91 92