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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
DWA
2301
Douglass Winthrop Advisors
New York
$331K +$68.7K +2,000 +30%
WW
2302
Westshore Wealth
California
$331K -$1.82K -53 -0.6%
ICP
2303
Interchange Capital Partners
Pennsylvania
$330K +$515 +15 +0.2%
FAFN
2304
First Affirmative Financial Network
Colorado
$330K -$4.33K -126 -1%
DA
2305
Dover Advisors
Virginia
$330K +$298K +8,695 New
MGWM
2306
Marks Group Wealth Management
Minnesota
$330K – – –
CHA
2307
Cooper/Haims Advisors
New York
$329K -$1.13K -33 -0.4%
WAS
2308
Wealth Advisory Solutions
Indiana
$328K -$161K -4,684 -35%
TT
2309
TI-Trust
Illinois
$328K +$297K +8,646 New
AIP
2310
Almanack Investment Partners
Pennsylvania
$328K +$26.2K +762 +10%
CC
2311
Constitution Capital
Connecticut
$326K -$17.2K -500 -5%
SSA
2312
Sierra Summit Advisors
Nevada
$326K – – –
GWM
2313
GSB Wealth Management
Connecticut
$325K – – –
MA
2314
MBA Advisors
Pennsylvania
$325K -$15.7K -457 -5%
CA
2315
CGN Advisors
Kansas
$325K +$56.1K +1,633 +24%
OPCM
2316
Osborne Partners Capital Management
California
$324K +$89K +2,592 +44%
ZF
2317
Zhang Financial
Michigan
$324K +$240 +7 +0.1%
KIA
2318
KLR Investment Advisors
Rhode Island
$324K +$4.46K +130 +2%
IWP
2319
Invenio Wealth Partners
Florida
$323K -$93K -2,708 -24%
MA
2320
MKT Advisors
California
$322K +$31.5K +917 +12%
HC
2321
Hamilton Capital
Ohio
$321K -$15.6K -454 -5%
FCB
2322
First County Bank
Connecticut
$321K -$4.98K -145 -2%
DJSG
2323
D.J. St. Germain
Massachusetts
$321K -$8.58K -250 -3%
KA
2324
Kozak & Associates
Colorado
$320K +$2.75K +80 +1%
TPWM
2325
Twelve Points Wealth Management
Massachusetts
$320K -$19.4K -564 -6%
91 92
93
94 95