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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
CPA
2226
Capital Planning Advisors
California
$257K -$78K -2,635 -22%
GM
2227
GeoWealth Management
Illinois
$257K +$4.05K +137 +1%
SAF
2228
Smith Anglin Financial
Texas
$257K -$27.3K -922 -9%
CC
2229
Centiva Capital
New York
$256K -$611K -20,651 -69%
OWA
2230
One Wealth Advisors
California
$254K -$621 -21 -0.2%
PA
2231
Perennial Advisors
New York
$254K -$33.4K -1,130 -11%
MHR
2232
Matthew Hamilton Rosenberg
$253K +$14.6K +493 +6%
TA
2233
TrueWealth Advisors
Alabama
$253K -$5.71K -193 -2%
SPP
2234
Single Point Partners
Massachusetts
$253K +$273K +9,234 New
UFA
2235
US Financial Advisors
Massachusetts
$253K – – –
MSE
2236
MUFG Securities EMEA
United Kingdom
$253K -$379K -12,806 -58%
CAC
2237
Certified Advisory Corp
Florida
$252K -$11K -371 -4%
BST
2238
Bath Savings Trust
Maine
$251K -$5.33K -180 -2%
HCA
2239
Hyperion Capital Advisors
New York
$249K – – –
WFA
2240
Wellspring Financial Advisors
Ohio
$248K +$268K +9,075 New
EBA
2241
Eagle Bay Advisors
New York
$248K +$59K +1,993 +28%
MA
2242
MBA Advisors
Pennsylvania
$247K – – –
FCB
2243
First County Bank
Connecticut
$247K -$76.4K -2,584 -22%
G
2244
GenTrust
Florida
$247K -$5.92K -200 -2%
PA
2245
PSI Advisors
Florida
$247K +$38K +1,283 +17%
TC
2246
Tacita Capital
Ontario, Canada
$246K – – –
RCM
2247
Requisite Capital Management
Texas
$246K – – –
WB
2248
West Bancorporation
Iowa
$246K -$51.1K -1,728 -16%
FAFN
2249
First Affirmative Financial Network
Colorado
$245K +$24.7K +835 +10%
BCMLT
2250
Beacon Capital Management LLC (Tennessee)
Tennessee
$244K – – –
88 89
90
91 92