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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
EAM
2501
Empirical Asset Management
Massachusetts
$229K +$198K +6,788 New
PHWM
2502
Pine Harbor Wealth Management
Maryland
$228K +$197K +6,778 New
IAP
2503
Indie Asset Partners
Indiana
$228K -$26.1K -898 -12%
WAOTB
2504
Wealth Advisors of Tampa Bay
Florida
$228K -$284K -9,770 -59%
I
2505
INVST
Indiana
$228K +$201K +6,894 New
OHWA
2506
Oak Hill Wealth Advisors
Virginia
$227K +$196K +6,747 New
DWA
2507
Douglass Winthrop Advisors
New York
$227K +$196K +6,740 New
TWA
2508
Tandem Wealth Advisors
Arizona
$227K – – –
BC
2509
Brio Consultants
California
$227K +$196K +6,734 New
MHWM
2510
Montz Harcus Wealth Management
Louisiana
$227K +$196K +6,729 New
NF
2511
Nvest Financial
New Hampshire
$226K +$195K +6,700 New
TF
2512
Tompkins Financial
New York
$225K -$37.9K -1,300 -16%
GL
2513
Gerber LLC
Ohio
$225K +$194K +6,670 New
IP
2514
Investment Partners
Ohio
$224K +$194K +6,658 New
SW
2515
Simplicity Wealth
New Jersey
$224K +$194K +6,652 New
IAG
2516
Investment Advisory Group
Massachusetts
$224K +$194K +6,648 New
GWWM
2517
Great Waters Wealth Management
Minnesota
$224K +$194K +6,667 New
TFA
2518
Tranquilli Financial Advisor
New Jersey
$224K -$42.9K -1,474 -18%
JGIA
2519
Jackson Grant Investment Advisers
Connecticut
$223K +$29 +1 +0%
FFWM
2520
Future Financial Wealth Management
Ohio
$223K +$193K +6,631 New
MSR
2521
Main Street Research
Connecticut
$223K +$193K +6,629 New
BWM
2522
BlackDiamond Wealth Management
New York
$223K +$197K +6,751 New
SGK
2523
Steigerwald Gordon & Koch
Virginia
$222K +$192K +6,594 New
SFG
2524
SNS Financial Group
Minnesota
$222K +$192K +6,588 New
WCM
2525
WealthBridge Capital Management
Ohio
$221K +$191K +6,565 New
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