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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
2276
Maltin Wealth Management
New Jersey
$261K +$1.73K +48 +0.6%
CAC
2277
Cowen and Company
New York
$261K +$302K +8,400 New
GD
2278
Grandfield & Dodd
New York
$260K – – –
MPCG
2279
Matrix Private Capital Group
New York
$260K +$2.81K +78 +0.9%
JLBC
2280
J.L. Bainbridge & Co
Florida
$259K – – –
PCM
2281
Pennsylvania Capital Management
Pennsylvania
$258K – – –
EWS
2282
Evergreen Wealth Solutions
Pennsylvania
$258K +$19.4K +540 +7%
MAM
2283
Marotta Asset Management
Virginia
$257K +$36K +1,000 +14%
IIC
2284
Integrated Investment Consultants
Michigan
$257K -$91K -2,528 -23%
SAF
2285
Smith Anglin Financial
Texas
$256K -$11K -306 -4%
SAMT
2286
Select Asset Management & Trust
Pennsylvania
$256K +$540 +15 +0.2%
GWM
2287
Gray Wealth Management
Maine
$256K +$756 +21 +0.3%
LBA
2288
Lowell Blake & Associates
Massachusetts
$256K +$296K +8,235 New
RWP
2289
Revolve Wealth Partners
New Jersey
$255K -$540 -15 -0.2%
GCS
2290
Gordian Capital (Singapore)
Singapore
$254K +$251K +6,971 +581%
CMI
2291
Clare Market Investments
Texas
$253K +$293K +8,143 New
PCM
2292
Penserra Capital Management
California
$253K -$43.9K -1,220 -13%
NCM
2293
Narwhal Capital Management
Georgia
$253K +$216 +6 +0.1%
AAP
2294
Arax Advisory Partners
Colorado
$253K +$131K +3,642 +81%
HR
2295
Hardy Reed
Mississippi
$252K +$10.8K +300 +4%
FWA
2296
FSM Wealth Advisors
Ohio
$252K +$271K +7,523 New
UBV
2297
United Bank (Virginia)
Virginia
$251K – – –
BPGAM
2298
BTG Pactual Global Asset Management
Bermuda
$251K +$291K +8,076 New
CWA
2299
Centennial Wealth Advisory
Michigan
$251K +$291K +8,079 New
SCM
2300
Sterneck Capital Management
Missouri
$250K -$1.76K -49 -0.6%
90 91
92
93 94