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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
MHWM
2476
Montz Harcus Wealth Management
Louisiana
$264K +$7.69K +224 +3%
ACA
2477
Affinity Capital Advisors
California
$262K -$21.6K -629 -8%
IAP
2478
Indie Asset Partners
Indiana
$262K +$4.53K +132 +2%
EAM
2479
Empirical Asset Management
Massachusetts
$262K +$135K +3,926 +58%
I
2480
INVST
Indiana
$262K +$2.88K +84 +1%
MA
2481
Mezzasalma Advisors
New Jersey
$262K +$237K +6,902 New
HA
2482
HFG Advisors
Ohio
$261K -$42.4K -1,234 -15%
AWM
2483
Alterna Wealth Management
Texas
$260K +$236K +6,863 New
SIC
2484
Sterling Investment Counsel
New York
$260K -$738K -21,508 -76%
RCM
2485
Radnor Capital Management
Pennsylvania
$260K – – –
TFGT
2486
TS Financial Group (TSFG)
Illinois
$260K +$515 +15 +0.2%
TC
2487
Tacita Capital
Ontario, Canada
$259K – – –
GIP
2488
Granite Investment Partners
California
$259K -$11.9K -347 -5%
SOS
2489
Silver Oak Securities
Tennessee
$258K -$23.6K -688 -9%
NSB
2490
Norway Savings Bank
Maine
$257K -$2.92K -85 -1%
BSHC
2491
Breed's Hill Capital
Massachusetts
$256K +$22.7K +660 +11%
HFS
2492
Howard Financial Services
Texas
$256K -$34.1K -994 -13%
WIA
2493
World Investment Advisors
California
$256K -$120K -3,500 -34%
OWMIAS
2494
One Wealth Management Investment & Advisory Services
Florida
$256K +$232K +6,752 New
GEA
2495
Glen Eagle Advisors
New Jersey
$256K -$149K -4,354 -39%
DWM
2496
Destination Wealth Management
California
$256K +$231K +6,739 New
WCFA
2497
Walkner Condon Financial Advisors
Wisconsin
$256K +$7.72K +225 +3%
NFSG
2498
Newbridge Financial Services Group
Florida
$255K +$231K +6,728 New
GWP
2499
Gen-Wealth Partners
Michigan
$254K +$230K +6,697 New
JWA
2500
JFS Wealth Advisors
Pennsylvania
$254K +$16.4K +479 +8%
98 99
100
101 102