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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
2426
Tradition Wealth Management
Minnesota
$132K -$31.3K -935 -18%
LCM
2427
Logan Capital Management
Pennsylvania
$128K +$7.15K +214 +5%
AWM
2428
Ameliora Wealth Management
Switzerland
$128K +$144K +4,300 New
TAM
2429
Tucker Asset Management
Colorado
$124K +$28K +839 +32%
OA
2430
Operose Advisors
Wisconsin
$123K – – –
MW
2431
Milestone Wealth
New York
$122K – – –
NIC
2432
Northwest Investment Counselors
Oregon
$116K -$970 -29 -0.8%
ACA
2433
Atlas Capital Advisors
Wyoming
$111K -$30.1K -900 -20%
CAC
2434
Core Alternative Capital
Georgia
$109K +$8.73K +261 +8%
EP
2435
Elkhorn Partners
Nebraska
$109K +$30.1K +900 +33%
TC
2436
Trust Company
Kansas
$107K – – –
ODG
2437
O'Dell Group
Ohio
$106K -$3.54K -106 -3%
ACM
2438
Adalta Capital Management
New York
$106K – – –
LF
2439
Lee Financial
Texas
$103K +$81.4K +2,434 +246%
RAM
2440
Riggs Asset Management
Pennsylvania
$98K -$9.53K -285 -8%
M
2441
MOTCO
Texas
$96K -$4.61K -138 -4%
KC
2442
Knuff & Co
California
$95K – – –
FCG
2443
Financial Connections Group
California
$94K -$22.5K -673 -18%
BWL
2444
Bogart Wealth LLC
Virginia
$92K -$15.9K -476 -13%
DWA
2445
Dougherty Wealth Advisers
Minnesota
$92K – – –
GIS
2446
Grayhawk Investment Strategies
Alberta, Canada
$91K – – –
HIM
2447
Hillsdale Investment Management
Ontario, Canada
$89K -$63.3K -1,894 -39%
DWP
2448
Destiny Wealth Partners
Florida
$89K – – –
ARIS
2449
Advanced Research Investment Solutions
California
$87K +$85.5K +2,557 +792%
DBG
2450
De Burlo Group
Massachusetts
$85.5K -$129K -3,850 -58%
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98
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