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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
FCMC
2301
Founders Capital Management (Connecticut)
Connecticut
$542K – – –
CCT
2302
Capital City Trust
Florida
$542K -$546K -11,194 -52%
CAC
2303
Certified Advisory Corp
Florida
$541K +$2.34K +48 +0.5%
TGAM
2304
TBH Global Asset Management
Tennessee
$541K -$18.5K -380 -3%
BFA
2305
Beacon Financial Advisory
Ohio
$541K +$94.4K +1,936 +23%
VST
2306
Van Strum & Towne
California
$541K – – –
PCM
2307
Park Capital Management
Wisconsin
$540K +$3.37K +69 +0.7%
SA
2308
Sonoma Allocations
California
$540K +$522K +10,705 New
SI
2309
Seeds Investor
New York
$540K +$43.7K +895 +9%
ICP
2310
Impact Capital Partners
Colorado
$539K +$28.6K +586 +6%
CCFM
2311
Clear Creek Financial Management
Washington
$538K +$49.9K +1,022 +11%
CCA
2312
Catalyst Capital Advisors
New York
$538K -$221K -4,533 -30%
PAG
2313
Powers Advisory Group
Illinois
$537K +$30K +615 +6%
SHGA
2314
Sand Hill Global Advisors
California
$536K +$507K +10,397 New
MSWM
2315
Mowery & Schoenfeld Wealth Management
Illinois
$535K -$72.3K -1,483 -13%
OA
2316
Oxbow Advisors
Texas
$535K -$28.2K -578 -5%
BWAM
2317
Boyd Watterson Asset Management
Ohio
$535K -$12.3K -252 -2%
ABWM
2318
Alpine Bank Wealth Management
Colorado
$534K +$1.17K +24 +0.2%
HFM
2319
Hartford Funds Management
Pennsylvania
$534K -$957K -19,614 -65%
AWM
2320
Ariadne Wealth Management
California
$534K -$20.4K -418 -4%
RCA
2321
Ranch Capital Advisors
Florida
$533K +$504K +10,340 New
OPPS
2322
Obsidian Personal Planning Solutions
Maryland
$532K +$42.2K +866 +10%
SIA
2323
Strategic Investment Advisors
Michigan
$532K -$528K -10,813 -51%
SAMT
2324
Select Asset Management & Trust
Pennsylvania
$532K – – –
PS
2325
Planned Solutions
California
$532K – – –
91 92
93
94 95