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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
ORC
2451
O'Rourke & Company
Massachusetts
$465K -$722 -14 -0.1%
BAM
2452
BOS Asset Management
Illinois
$463K -$12.7K -247 -3%
FA
2453
Fermata Advisors
California
$462K +$170K +3,291 +53%
NF
2454
Napier Financial
Massachusetts
$462K +$489K +9,483 New
IIM
2455
InTrack Investment Management
Vermont
$462K -$72.2K -1,400 -13%
SEP
2456
Southland Equity Partners
Missouri
$461K +$23.9K +463 +5%
KBG
2457
Kahn Brothers Group
New York
$461K -$52.9K -1,025 -10%
FFS
2458
Founders Financial Securities
Maryland
$460K -$152K -2,940 -25%
MAG
2459
Mayfair Advisory Group
Alabama
$460K – – –
CW
2460
Channel Wealth
California
$459K -$6.71K -130 -1%
FA
2461
Fountainhead AM
New Jersey
$459K +$423K +8,191 +675%
CWP
2462
Curated Wealth Partners
California
$458K -$3.58M -69,327 -88%
SP
2463
Stablepoint Partners
Massachusetts
$456K +$49.7K +964 +11%
VHAM
2464
Van Hulzen Asset Management
California
$455K -$7.85M -152,099 -94%
CFC
2465
Coyle Financial Counsel
Illinois
$455K -$3.92K -76 -0.8%
IGGA
2466
Iron Gate Global Advisors
Utah
$455K +$85.1K +1,649 +21%
SAM
2467
Sagewood Asset Management
New York
$454K +$25.7K +499 +6%
WWG
2468
West Wealth Group
California
$454K +$115K +2,223 +31%
LC
2469
LCNB Corp
Ohio
$454K -$2.06K -40 -0.4%
SPI
2470
Sutton Place Investors
New York
$453K -$2.27K -44 -0.5%
RFO
2471
RiverGlades Family Offices
Florida
$453K +$480K +9,300 New
BP
2472
BNP Paribas
France
$453K -$212K -4,099 -30%
OFS
2473
Orrstown Financial Services
Pennsylvania
$453K -$49.6K -962 -9%
MCP
2474
Mirador Capital Partners
California
$453K -$12K -233 -2%
FBB
2475
Fulton Breakefield Broenniman
Maryland
$453K -$118K -2,284 -20%
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99
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