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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
BWAM
2326
Boyd Watterson Asset Management
Ohio
$428K -$10.4K -234 -2%
LCC
2327
Lincoln Capital Corp
Rhode Island
$427K -$32.4K -726 -7%
MM
2328
MQS Management
New York
$427K +$456K +10,226 New
FP
2329
Fiduciary Planning
Florida
$426K +$45 +1 +0%
PFA
2330
Pathway Financial Advisors
Vermont
$424K – – –
RWS
2331
Resolute Wealth Strategies
Mississippi
$424K +$42K +942 +10%
BHA
2332
Beech Hill Advisors
New York
$424K -$53.5K -1,200 -11%
CPSAC
2333
Chas P. Smith & Associates (CPS)
Florida
$424K -$6.19K -139 -1%
CWM
2334
Centurion Wealth Management
Virginia
$424K – – –
SC
2335
Sawyer & Company
Massachusetts
$423K -$65.1K -1,460 -13%
FA
2336
FDx Advisors
Illinois
$422K +$9.18K +206 +2%
PG
2337
Patten Group
Tennessee
$421K -$51.8K -1,162 -10%
DLCIG
2338
D.L. Carlson Investment Group
New Hampshire
$421K – – –
BSHC
2339
Breed's Hill Capital
Massachusetts
$421K -$3.08K -69 -0.7%
WRPWM
2340
Werba Rubin Papier Wealth Management
California
$420K -$76.3K -1,712 -15%
CCA
2341
Cottonwood Capital Advisors
Utah
$420K -$34.9K -784 -7%
ACM
2342
Allred Capital Management
Texas
$419K +$1.6K +36 +0.4%
OFS
2343
Orrstown Financial Services
Pennsylvania
$419K +$11K +247 +3%
PS
2344
Planned Solutions
California
$418K +$104K +2,324 +30%
DIP
2345
DT Investment Partners
Pennsylvania
$418K +$4.46K +100 +1%
CCA
2346
Catalyst Capital Advisors
New York
$418K +$57.8K +1,298 +15%
GCS
2347
Gordian Capital (Singapore)
Singapore
$417K +$446K +10,000 New
RWI
2348
Red Wave Investments
Pennsylvania
$417K – – –
SBF
2349
Sara-Bay Financial
Florida
$417K -$44.5K -999 -9%
BWFA
2350
Baltimore-Washington Financial Advisors
Maryland
$416K +$41.6K +934 +10%
92 93
94
95 96