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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
DU
2451
Delphia (USA)
Ontario, Canada
$252K +$258K +5,666 New
SDWMA
2452
Schneider Downs Wealth Management Advisors
Pennsylvania
$251K -$110K -2,422 -30%
RWM
2453
RBA Wealth Management
California
$249K – – –
BC
2454
Bridgefront Capital
Texas
$249K +$255K +5,602 New
ST
2455
Sabal Trust
Florida
$248K -$107K -2,354 -30%
JHP
2456
James Hambro & Partners
United Kingdom
$248K – – –
AC
2457
Apella Capital
Connecticut
$247K -$4.15K -91 -2%
LC
2458
Landaas & Company
Wisconsin
$247K – – –
RGC
2459
Roberts, Glore & Co
Illinois
$247K – – –
PA
2460
PSI Advisors
Florida
$247K +$182 +4 +0.1%
AWM
2461
Affinity Wealth Management
Delaware
$245K – – –
BBA
2462
Braun-Bostich & Associates
Pennsylvania
$245K +$236K +5,171 New
SC
2463
Seldon Capital
California
$245K +$251K +5,502 New
EBA
2464
Eagle Bay Advisors
New York
$244K -$53.7K -1,178 -18%
SWA
2465
SFMG Wealth Advisors
Texas
$243K +$20K +440 +9%
1WM
2466
1900 Wealth Management
Texas
$243K +$249K +5,461 New
RAM
2467
Riggs Asset Management
Pennsylvania
$242K – – –
PSP
2468
Principal Street Partners
Tennessee
$242K +$1.69K +37 +0.7%
IWN
2469
Independent Wealth Network
Iowa
$242K +$21K +460 +9%
BIA
2470
Benchmark Investment Advisors
Illinois
$242K +$247K +5,429 New
NWM
2471
Northwest Wealth Management
Iowa
$241K +$410 +9 +0.2%
MA
2472
MAS Advisors
Florida
$241K +$247K +5,414 New
TFF
2473
The Family Firm
Maryland
$240K – – –
WA
2474
Winfield Associates
Ohio
$240K – – –
HIM
2475
Hotaling Investment Management
Pennsylvania
$240K +$246K +5,391 New
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