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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
CPW
2301
Cogent Private Wealth
Florida
$639K -$88.5K -1,664 -13%
TCM
2302
Tradewinds Capital Management
Washington
$637K -$4.73K -89 -0.8%
KTC
2303
Kentucky Trust Company
Kentucky
$636K – – –
EPM
2304
Elm Partners Management
Pennsylvania
$634K +$31.2K +586 +6%
CAM
2305
Cozad Asset Management
Illinois
$634K – – –
PCG
2306
PFC Capital Group
California
$633K – – –
RP
2307
Rice Partnership
Hawaii
$633K -$307K -5,775 -34%
SFO
2308
Stokes Family Office
Louisiana
$631K -$98.8K -1,858 -14%
KW
2309
KWB Wealth
California
$630K +$19.8K +373 +3%
SFC
2310
SYM Financial Corp
Indiana
$629K +$80.3K +1,509 +16%
VFP
2311
Verus Financial Partners
Virginia
$627K +$425 +8 +0.1%
SMC
2312
Smith, Moore & Co
Missouri
$627K -$44.2K -832 -7%
CFG
2313
Carr Financial Group
Massachusetts
$626K -$12.1K -228 -2%
NSAM
2314
North Star Asset Management
Wisconsin
$625K – – –
WCM
2315
Weik Capital Management
Pennsylvania
$624K -$12K -225 -2%
AWP
2316
Abacus Wealth Partners
California
$624K -$419K -7,880 -42%
FCA
2317
Fortis Capital Advisors
Kansas
$622K -$6.22K -117 -1%
FWSM
2318
First Wilshire Securities Management
California
$622K -$2.45K -46 -0.4%
CAM
2319
Clark Asset Management
New Hampshire
$622K +$224K +4,220 +63%
ACA
2320
Affinity Capital Advisors
California
$621K +$4.63K +87 +0.8%
EV
2321
EJMK Ventures
Illinois
$621K +$34.4K +647 +6%
AAM
2322
Alphadyne Asset Management
New York
$621K -$2.9M -54,480 -83%
MWM
2323
Mattern Wealth Management
Kansas
$618K +$577K +10,848 New
BWCS
2324
Beirne Wealth Consulting Services
Connecticut
$618K -$8.94K -168 -2%
MHR
2325
Matthew Hamilton Rosenberg
$617K +$62.6K +1,178 +12%
91 92
93
94 95