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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
BOPW
2276
Brandywine Oak Private Wealth
Pennsylvania
$394K -$120 -3 -0%
OWA
2277
One Wealth Advisors
California
$393K +$23.5K +586 +6%
ATWA
2278
Arbor Trust Wealth Advisors
Michigan
$392K – – –
VC
2279
Veracity Capital
Georgia
$390K +$40 +1 +0%
RBC
2280
Romano Brothers & Co
Illinois
$390K – – –
OBWG
2281
Onyx Bridge Wealth Group
New York
$390K +$18.7K +467 +5%
VST
2282
Van Strum & Towne
California
$390K – – –
LIG
2283
Lokken Investment Group
Delaware
$390K +$2.81K +70 +0.7%
BAM
2284
BOS Asset Management
Illinois
$389K -$44.2K -1,102 -10%
OFS
2285
Orrstown Financial Services
Pennsylvania
$389K +$392K +9,793 New
OAM
2286
Occidental Asset Management
California
$388K +$47.4K +1,183 +14%
OPPS
2287
Obsidian Personal Planning Solutions
Maryland
$388K +$3.41K +85 +0.9%
CCG
2288
Chatham Capital Group
Georgia
$387K – – –
MPIA
2289
Mountain Pacific Investment Advisers
Idaho
$387K – – –
CW
2290
Channel Wealth
California
$385K -$40 -1 -0%
WAM
2291
Walker Asset Management
Missouri
$384K -$9.86K -246 -2%
TCM
2292
Tradewinds Capital Management
Washington
$383K +$40 +1 +0%
CWA
2293
Consilium Wealth Advisory
Texas
$382K – – –
CWM
2294
Cherrydale Wealth Management
New Jersey
$382K +$401 +10 +0.1%
BST
2295
Bath Savings Trust
Maine
$382K +$20K +500 +5%
ACP
2296
Aveo Capital Partners
Colorado
$381K +$133K +3,326 +53%
JLBC
2297
J.L. Bainbridge & Co
Florida
$381K +$3.85K +96 +1%
NEPPG
2298
New England Professional Planning Group
Rhode Island
$380K – – –
PCA
2299
Prosperity Capital Advisors
Ohio
$380K +$70.6K +1,761 +23%
TA
2300
TrueWealth Advisors
Alabama
$378K +$9.18K +229 +2%
90 91
92
93 94