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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
2226
S.A. Mason
Michigan
$523K -$207K -4,698 -28%
RWP
2227
Ridgecrest Wealth Partners
California
$522K – – –
TPWA
2228
TRUE Private Wealth Advisors
Oregon
$522K -$4.22K -96 -0.8%
FOA
2229
Five Oceans Advisors
California
$522K +$6.2K +141 +1%
WIM
2230
WealthPlan Investment Management
Nebraska
$522K -$1.03M -23,398 -66%
MSWM
2231
Mowery & Schoenfeld Wealth Management
Illinois
$521K +$522K +11,856 New
BTC
2232
Bank & Trust Company
Illinois
$521K – – –
LNB
2233
Ledyard National Bank
$520K -$2.68K -61 -0.5%
AWM
2234
Activest Wealth Management
Florida
$520K -$86K -1,954 -14%
VCP
2235
Verus Capital Partners
Arizona
$520K -$112K -2,535 -18%
TCOTS
2236
Trust Company of the South
North Carolina
$519K +$13.6K +310 +3%
KTC
2237
Kentucky Trust Company
Kentucky
$519K +$519K +11,799 New
FFC
2238
First Financial Corp
Indiana
$518K +$48.7K +1,106 +10%
WRPWM
2239
Werba Rubin Papier Wealth Management
California
$518K +$34.3K +780 +7%
V
2240
VeraBank
Texas
$517K -$1.89K -43 -0.4%
CWS
2241
Cypress Wealth Services
California
$517K +$26.8K +608 +5%
IA
2242
IFG Advisors
Missouri
$516K -$352 -8 -0.1%
GFA
2243
Gallagher Fiduciary Advisors
Illinois
$516K +$191K +4,346 +59%
ORC
2244
O'Rourke & Company
Massachusetts
$515K -$29.6K -673 -5%
FAFN
2245
First Affirmative Financial Network
Colorado
$515K +$5.68K +129 +1%
MEAC
2246
M.E. Allison & Co
Texas
$513K +$514K +11,683 New
HWM
2247
Hemington Wealth Management
Virginia
$513K +$26.9K +611 +6%
FA
2248
Fountainhead AM
New Jersey
$512K +$197K +4,468 +62%
TCPW
2249
Twin City Private Wealth
North Carolina
$512K +$23.6K +537 +5%
USB
2250
Union Savings Bank
Connecticut
$511K -$8.76K -199 -2%
88 89
90
91 92