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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
CWA
2501
Consilio Wealth Advisors
Washington
$374K -$13.7K -311 -4%
MFGP
2502
Marshall Financial Group (Pennsylvania)
Pennsylvania
$374K +$2.11K +48 +0.6%
WW
2503
Westshore Wealth
California
$374K – – –
M
2504
MOTCO
Texas
$374K – – –
FPCP
2505
Fort Point Capital Partners
California
$373K -$12.8K -292 -3%
BAS
2506
Breakthru Advisory Services
Wisconsin
$371K +$372K +8,452 New
MWP
2507
Meridian Wealth Partners
Pennsylvania
$371K +$5.06K +115 +1%
CIG
2508
Cascade Investment Group
Colorado
$371K +$20.5K +466 +6%
AIS
2509
Accredited Investor Services
Minnesota
$371K +$371K +8,432 New
JAM
2510
JCIC Asset Management
Ontario, Canada
$370K +$31.9K +725 +9%
SCA
2511
Sandy Cove Advisors
Massachusetts
$370K +$35K +796 +10%
BWP
2512
Balboa Wealth Partners
Arizona
$370K +$370K +8,419 New
AWP
2513
Axis Wealth Partners
Rhode Island
$370K +$370K +8,413 New
SP
2514
Successful Portfolios
Florida
$369K +$4.4K +100 +1%
SP
2515
Sequent Planning
Nebraska
$369K -$30K -681 -8%
DI
2516
DDFG Inc
California
$368K – – –
VCP
2517
Vista Capital Partners
Oregon
$368K +$22.9K +520 +7%
RYIA
2518
Roehl & Yi Investment Advisors
Oregon
$368K +$368K +8,366 New
TC
2519
Trilogy Capital
California
$367K +$4.09K +93 +1%
BFG
2520
Birch Financial Group
New Hampshire
$366K +$366K +8,319 New
KMWM
2521
Keudell/Morrison Wealth Management
Oregon
$364K +$9.81K +223 +3%
JWCA
2522
J.W. Coons Advisors
Ohio
$364K – – –
KA
2523
Kozak & Associates
Colorado
$364K +$8.58K +195 +2%
AAS
2524
Annex Advisory Services
Wisconsin
$363K +$16.4K +372 +5%
NPFS
2525
Novak & Powell Financial Services
Florida
$363K +$396 +9 +0.1%
99 100
101
102 103