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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
LWA
2251
Lantern Wealth Advisors
New York
$685K -$140K -2,633 -18%
LAIC
2252
Lederer & Associates Investment Counsel
California
$684K – – –
SLA
2253
Silver Lake Advisory
Utah
$683K -$52.1K -980 -8%
HIC
2254
Harvey Investment Company
Kentucky
$683K – – –
GP
2255
Guardian Partners
Canada
$681K -$171K -3,206 -21%
MG
2256
McHugh Group
Ohio
$681K – – –
SA
2257
Sovran Advisors
California
$680K -$1.06K -20 -0.2%
PCM
2258
Permanent Capital Management
Illinois
$680K – – –
ATC
2259
Adirondack Trust Company
New York
$679K -$15.1K -283 -2%
ESB
2260
Essex Savings Bank
Connecticut
$678K -$5.16K -97 -0.8%
MHIC
2261
Marble Harbor Investment Counsel
Massachusetts
$678K – – –
FBT
2262
First Bank & Trust
South Dakota
$678K -$1.92K -36 -0.3%
PCA
2263
Prosperity Capital Advisors
Ohio
$678K +$88.8K +1,670 +16%
TPA
2264
Trivium Point Advisory
Connecticut
$677K -$543K -10,217 -46%
MSR
2265
Main Street Research
Connecticut
$676K -$3.94K -74 -0.6%
MWM
2266
Maltin Wealth Management
New Jersey
$676K +$9.36K +176 +2%
BTC
2267
Bank & Trust Company
Illinois
$675K – – –
KLWA
2268
Kelly Lawrence W & Associates
California
$675K – – –
MBFW
2269
Morton Brown Family Wealth
Pennsylvania
$674K +$1.01K +19 +0.2%
LCWP
2270
Legacy Capital Wealth Partners
Arkansas
$670K +$4.47K +84 +0.7%
TWM
2271
Thrive Wealth Management
Pennsylvania
$669K -$22.5K -423 -3%
VNA
2272
Valley National Advisers
Pennsylvania
$669K +$29.8K +560 +5%
ALA
2273
Atlas Legacy Advisors
California
$669K +$189K +3,560 +42%
IA
2274
IFG Advisors
Missouri
$667K +$213 +4 +0%
FOA
2275
Five Oceans Advisors
California
$667K +$4.09K +77 +0.7%
89 90
91
92 93