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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
W
2501
WealthOne
New York
$240K +$31K +686 +13%
PCM
2502
Passive Capital Management
Maryland
$239K – – –
HKIM
2503
Hayek Kallen Investment Management
Alabama
$239K +$25.9K +575 +11%
WCFA
2504
Walkner Condon Financial Advisors
Wisconsin
$239K +$260K +5,753 New
JF
2505
Jump Financial
Illinois
$239K +$262K +5,800 New
VBWMG
2506
Von Berge Wealth Management Group
California
$238K +$4.47K +99 +2%
FP
2507
Financial Perspectives
Minnesota
$238K +$82.1K +1,819 +46%
WWM
2508
Wolff Wiese Magana
California
$237K -$61.1K -1,354 -19%
RFG
2509
Range Financial Group
Oregon
$237K -$18.2K -403 -7%
BEI
2510
Benjamin Edwards Inc
Missouri
$237K +$128K +2,837 +97%
JCA
2511
January Capital Advisors
California
$236K -$2.66K -59 -0.8%
TCBWMS
2512
Texas Capital Bank Wealth Management Services
Texas
$234K -$125K -2,762 -33%
AWA
2513
AmeriServ Wealth Advisors
Pennsylvania
$234K – – –
GAM
2514
Gould Asset Management
California
$234K – – –
NWM
2515
Northwest Wealth Management
Iowa
$234K +$12K +266 +5%
PA
2516
Perennial Advisors
New York
$234K +$256K +5,673 New
SDWMA
2517
Schneider Downs Wealth Management Advisors
Pennsylvania
$233K – – –
CWM
2518
Cherrydale Wealth Management
New Jersey
$232K -$34K -753 -12%
CC
2519
Callan Capital
California
$231K -$116K -2,567 -31%
WH
2520
Willner & Heller
California
$231K -$9.34K -207 -4%
LAS
2521
Lloyd Advisory Services
Georgia
$231K +$124K +2,755 +97%
JHP
2522
James Hambro & Partners
United Kingdom
$230K – – –
PA
2523
PSI Advisors
Florida
$229K +$180 +4 +0.1%
SC
2524
Seldon Capital
California
$227K – – –
KAM
2525
Kraft Asset Management
Tennessee
$226K -$23.7K -525 -9%
99 100
101
102 103