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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
FA
2301
Financial Advisors
Massachusetts
$250K – – –
PCA
2302
Prosperity Capital Advisors
Ohio
$249K +$3.86K +117 +1%
LPAM
2303
Lodestar Private Asset Management
California
$249K +$4.75K +144 +2%
DWA
2304
Delap Wealth Advisory
Oregon
$248K -$62.3K -1,888 -18%
OPPS
2305
Obsidian Personal Planning Solutions
Maryland
$247K +$285K +8,641 New
CW
2306
CIC Wealth
Maryland
$246K +$69.9K +2,119 +33%
ATWA
2307
Arbor Trust Wealth Advisors
Michigan
$246K – – –
MWM
2308
MinichMacGregor Wealth Management
New York
$246K +$202K +6,113 +245%
CHA
2309
Cooper/Haims Advisors
New York
$245K +$1.35K +41 +0.5%
MAWA
2310
Moss Adams Wealth Advisors
Washington
$245K +$13.3K +404 +5%
OBWG
2311
Onyx Bridge Wealth Group
New York
$245K -$5.97K -181 -2%
BMCM
2312
Bryn Mawr Capital Management
Pennsylvania
$243K -$10.9K -331 -4%
PCM
2313
Palisade Capital Management
New Jersey
$243K +$281K +8,500 New
KA
2314
Klingman & Associates
New York
$243K -$13.9K -422 -5%
SIMG
2315
Sonora Investment Management Group
Arizona
$242K -$9.84K -298 -3%
CA
2316
Centerpoint Advisors
Massachusetts
$242K +$26.3K +797 +10%
FWM
2317
ForthRight Wealth Management
Georgia
$241K +$1.06K +32 +0.4%
DIP
2318
DT Investment Partners
Pennsylvania
$241K – – –
EWM
2319
Executive Wealth Management
Michigan
$241K -$858 -26 -0.3%
JWCA
2320
J.W. Coons Advisors
Ohio
$241K – – –
GWM
2321
GSB Wealth Management
Connecticut
$240K +$278K +8,407 New
HFS
2322
Heritage Financial Services
Massachusetts
$240K +$26.1K +790 +10%
UBV
2323
United Bank (Virginia)
Virginia
$240K +$10.6K +320 +4%
BAM
2324
Bellevue Asset Management
Washington
$239K +$66 +2 +0%
SWM
2325
Segment Wealth Management
Texas
$239K – – –
91 92
93
94 95