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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
ANBT
2401
American National Bank & Trust
Texas
$68K +$68K +1,660 New
TVWM
2402
Tower View Wealth Management
Wisconsin
$66K – – –
WAS
2403
Winch Advisory Services
Wisconsin
$63K +$205 +5 +0.3%
HDIM
2404
Hanson & Doremus Investment Management
Vermont
$61K +$35.4K +863 +52%
WQ
2405
Wealth Quarterback
New Jersey
$61K +$60.5K +1,475 New
TAM
2406
Tucker Asset Management
Colorado
$60K +$6.6K +161 +12%
CCMW
2407
Cypress Capital Management (Wyoming)
Wyoming
$60K – – –
TLCM
2408
Twin Lakes Capital Management
California
$59K +$246 +6 +0.4%
RBC
2409
Roble Belko & Company
Pennsylvania
$59K +$12.3K +300 +27%
MAM
2410
McCarthy Asset Management
California
$59K +$25.7K +627 +79%
FMTCOCP
2411
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$58K – – –
SFPG
2412
Stonebridge Financial Planning Group
Florida
$57K +$41 +1 +0.1%
RWM
2413
Raffa Wealth Management
District of Columbia
$56.8K – – –
LFG
2414
Larson Financial Group
Missouri
$56K +$3.73K +91 +7%
UFF
2415
USA Financial Formulas
Michigan
$55K -$36.9K -900 -40%
TIM
2416
Tortoise Investment Management
New York
$51K – – –
LAS
2417
Lloyd Advisory Services
Georgia
$48K +$697 +17 +1%
BC
2418
Barnett & Company
Tennessee
$46K – – –
PHK
2419
Point72 Hong Kong
Hong Kong
$46K +$45.5K +1,109 New
SFG
2420
Sage Financial Group
Pennsylvania
$45K – – –
PWA
2421
Phoenix Wealth Advisors
North Carolina
$43K – – –
LF
2422
Lee Financial
Texas
$43K +$5.78K +141 +16%
VLKIM
2423
Van Lanschot Kempen Investment Management
Netherlands
$43K +$12.3K +299 +40%
EWA
2424
Evolution Wealth Advisors
Florida
$42K -$110K -2,692 -73%
SC
2425
Shay Capital
New York
$41K -$1.21M -29,575 -97%
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