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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
NWM
2401
Northcape Wealth Management
New York
$262K -$30.3K -1,041 -12%
PA
2402
Perennial Advisors
New York
$261K -$43.7K -1,502 -16%
HFS
2403
Howard Financial Services
Texas
$261K +$226K +7,757 New
SI
2404
Saxon Interests
Texas
$260K +$225K +7,733 New
ONSWM
2405
Old North State Wealth Management
North Carolina
$260K -$16.2K -556 -7%
KA
2406
Kozak & Associates
Colorado
$260K -$16.9K -580 -7%
BWM
2407
BNC Wealth Management
Oregon
$259K +$29 +1 +0%
EBA
2408
Eagle Bay Advisors
New York
$259K -$40.6K -1,394 -15%
AWM
2409
Allen Wealth Management
North Carolina
$258K +$223K +7,673 New
CCP
2410
Clarity Capital Partners
California
$258K +$223K +7,649 New
MFA
2411
Morling Financial Advisors
California
$256K +$2.68K +92 +1%
CW
2412
CIC Wealth
Maryland
$256K -$22.7K -778 -9%
SCM
2413
Spreng Capital Management
Ohio
$256K -$2.91K -100 -1%
SHFA
2414
SC&H Financial Advisors
Maryland
$255K +$221K +7,578 New
PI
2415
Pettee Investors
Connecticut
$255K – – –
HW
2416
Hamilton Wealth
California
$255K -$23K -790 -9%
AIM
2417
Allen Investment Management
New York
$254K +$220K +7,553 New
ACA
2418
Affinity Capital Advisors
California
$254K -$7.45K -256 -3%
A
2419
AJOVista
Massachusetts
$253K +$219K +7,522 New
GPA
2420
Guerra Pan Advisors
New Jersey
$253K – – –
SSWM
2421
Strait & Sound Wealth Management
California
$253K -$8.01K -275 -3%
CCM
2422
Chickasaw Capital Management
Tennessee
$253K -$12.3K -422 -5%
LPAM
2423
Lodestar Private Asset Management
California
$253K +$611 +21 +0.3%
BA
2424
Bristlecone Advisors
Washington
$253K +$262 +9 +0.1%
CTFG
2425
Capstone Triton Financial Group
Oklahoma
$253K +$218K +7,500 New
95 96
97
98 99