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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
ADIM
2251
Alpha DNA Investment Management
Maryland
$87K +$77.7K +2,900 New
MCM
2252
McMillion Capital Management
North Carolina
$83K +$73.4K +2,738 New
ICM
2253
Islay Capital Management
Texas
$81K -$83.1K -3,100 -54%
ONST
2254
Old North State Trust
North Carolina
$80K -$172K -6,435 -71%
FCM
2255
Firestone Capital Management
Florida
$80K +$22.5K +838 +47%
KIG
2256
Kessler Investment Group
Indiana
$79K – – –
HFM
2257
Harvest Fund Management
China
$77K -$100K -3,747 -59%
APWM
2258
Atlas Private Wealth Management
New York
$76K -$43.3K -1,617 -39%
WOC
2259
West Oak Capital
California
$75K -$28.9K -1,080 -30%
IRAG
2260
Investment Research & Advisory Group
Georgia
$75K – – –
EC
2261
Estate Counselors
Wisconsin
$72K -$492K -18,354 -89%
BAM
2262
Barrett Asset Management
New York
$70K – – –
SFG
2263
Sowa Financial Group
Rhode Island
$70K – – –
MWP
2264
Meridian Wealth Partners
Pennsylvania
$69K -$1.13K -42 -2%
GM
2265
GeoWealth Management
Illinois
$69K +$60.2K +2,246 New
DWP
2266
Destiny Wealth Partners
Florida
$69K +$60.8K +2,267 New
DAC
2267
Dividend Assets Capital
South Carolina
$68K +$60.5K +2,257 New
TVWM
2268
Tower View Wealth Management
Wisconsin
$67K +$59K +2,200 New
AA
2269
Addison Advisors
Vermont
$67K +$59K +2,201 New
BDWM
2270
Brewin Dolphin Wealth Management
Ireland
$66.3K -$76.4K -2,850 -57%
SFP
2271
Sterling Financial Planning
New Jersey
$64K +$56.7K +2,116 New
VCG
2272
Vantage Consulting Group
Virginia
$63K +$55.4K +2,067 New
SGAM
2273
Smith Group Asset Management
Texas
$62K -$1.85K -69 -3%
GI
2274
GS Investments
Minnesota
$62K +$54.8K +2,045 New
BFG
2275
Baron Financial Group
New Jersey
$61K -$1.31K -49 -2%
89 90
91
92 93