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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
AC
2276
ASB Consultores
Florida
$314K -$207K -7,122 -43%
WAG
2277
Wallace Advisory Group
California
$314K -$27.4K -941 -8%
SP
2278
Successful Portfolios
Florida
$313K +$32.6K +1,120 +14%
SPIS
2279
Steward Partners Investment Solutions
Oregon
$313K +$270K +9,284 New
BST
2280
Bath Savings Trust
Maine
$312K +$3.2K +110 +1%
OWA
2281
One Wealth Advisors
California
$312K -$204 -7 -0.1%
AC
2282
Apella Capital
Connecticut
$312K -$28.9K -991 -10%
ATWA
2283
Arbor Trust Wealth Advisors
Michigan
$311K -$10.2K -350 -4%
RC
2284
Rovin Capital
Arizona
$311K +$269K +9,237 New
MHR
2285
Matthew Hamilton Rosenberg
$311K -$466 -16 -0.2%
EWM
2286
Executive Wealth Management
Michigan
$311K -$7.69K -264 -3%
SIA
2287
Sage Investment Advisers
New York
$310K -$19.3K -662 -7%
CAC
2288
Certified Advisory Corp
Florida
$310K -$116 -4 -0%
HFS
2289
Heritage Financial Services
Massachusetts
$310K +$48K +1,649 +22%
FSA
2290
Financial Security Advisor
Virginia
$309K -$40.1K -1,377 -13%
KA
2291
Kure Advisory
Minnesota
$308K +$26.3K +905 +11%
TA
2292
TrueWealth Advisors
Alabama
$307K -$3.35K -115 -1%
BL
2293
Balentine LLC
Georgia
$307K -$129K -4,447 -33%
RFM
2294
Royal Fund Management
Florida
$307K +$19.1K +655 +8%
CC
2295
Constitution Capital
Connecticut
$306K -$55.4K -1,902 -17%
EAMA
2296
EFG Asset Management (Americas)
Florida
$306K -$1.89M -65,047 -88%
HCA
2297
Hyperion Capital Advisors
New York
$306K – – –
TAM
2298
Townsend Asset Management
North Carolina
$305K -$31.7K -1,088 -11%
DIP
2299
DT Investment Partners
Pennsylvania
$305K +$13.3K +456 +5%
AAS
2300
Annex Advisory Services
Wisconsin
$304K -$56.1K -1,928 -18%
90 91
92
93 94