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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
WW
2501
Westshore Wealth
California
$374K – – –
M
2502
MOTCO
Texas
$374K – – –
FPCP
2503
Fort Point Capital Partners
California
$373K -$12.8K -292 -3%
BAS
2504
Breakthru Advisory Services
Wisconsin
$371K +$372K +8,452 New
MWP
2505
Meridian Wealth Partners
Pennsylvania
$371K +$5.06K +115 +1%
CIG
2506
Cascade Investment Group
Colorado
$371K +$20.5K +466 +6%
AIS
2507
Accredited Investor Services
Minnesota
$371K +$371K +8,432 New
JAM
2508
JCIC Asset Management
Ontario, Canada
$370K +$31.9K +725 +9%
SCA
2509
Sandy Cove Advisors
Massachusetts
$370K +$35K +796 +10%
BWP
2510
Balboa Wealth Partners
Arizona
$370K +$370K +8,419 New
AWP
2511
Axis Wealth Partners
Rhode Island
$370K +$370K +8,413 New
SP
2512
Successful Portfolios
Florida
$369K +$4.4K +100 +1%
SP
2513
Sequent Planning
Nebraska
$369K -$30K -681 -8%
DI
2514
DDFG Inc
California
$368K – – –
VCP
2515
Vista Capital Partners
Oregon
$368K +$22.9K +520 +7%
RYIA
2516
Roehl & Yi Investment Advisors
Oregon
$368K +$368K +8,366 New
TC
2517
Trilogy Capital
California
$367K +$4.09K +93 +1%
BFG
2518
Birch Financial Group
New Hampshire
$366K +$366K +8,319 New
KMWM
2519
Keudell/Morrison Wealth Management
Oregon
$364K +$9.81K +223 +3%
JWCA
2520
J.W. Coons Advisors
Ohio
$364K – – –
KA
2521
Kozak & Associates
Colorado
$364K +$8.58K +195 +2%
AAS
2522
Annex Advisory Services
Wisconsin
$363K +$16.4K +372 +5%
NPFS
2523
Novak & Powell Financial Services
Florida
$363K +$396 +9 +0.1%
ONSWM
2524
Old North State Wealth Management
North Carolina
$363K +$5.81K +132 +2%
NWM
2525
Northwest Wealth Management
Iowa
$363K +$83.3K +1,893 +30%
99 100
101
102 103