Institutional Owners for BAC
Institution Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta (%) Period of Report
WEST BANCORPORATION INC COM Liquidated $0 0 0.00 0.00 1,599 17.55 12-31-2023
PACES FERRY WEALTH ADVISORS LLC COM 2952 $359,375 10,673 0.00 0.00 433 4.23 12-31-2023
BT WEALTH MANAGEMENT LLC COM 2953 $440,000 10,666 0.11 0.14 -808 -7.04 03-31-2022
NEWPORT WEALTH STRATEGIES INC COM 2954 $452,000 10,655 0.27 0.25 151 1.44 09-30-2021
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