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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
MCP
2501
Mirador Capital Partners
California
$347K +$12.6K +283 +4%
RC
2502
Rahlfs Capital
Texas
$346K -$283K -6,350 -43%
JWCA
2503
J.W. Coons Advisors
Ohio
$346K – – –
SFWC
2504
Strategic Family Wealth Counselors
New Jersey
$345K +$10.5K +236 +3%
RP
2505
Rice Partnership
Hawaii
$345K -$135K -3,033 -27%
CST
2506
Charles Schwab Trust
Nevada
$345K -$30.2K -678 -8%
NPFS
2507
Novak & Powell Financial Services
Florida
$345K +$446 +10 +0.1%
FPCP
2508
Fort Point Capital Partners
California
$345K -$10.1K -226 -3%
ONSWM
2509
Old North State Wealth Management
North Carolina
$344K -$936 -21 -0.3%
FTA
2510
Financial & Tax Architects
Missouri
$343K +$366K +8,222 New
AIA
2511
Arbor Investment Advisors
North Carolina
$343K -$32.5K -729 -8%
DI
2512
DDFG Inc
California
$341K -$8.87K -199 -2%
SP
2513
Sequent Planning
Nebraska
$341K -$9.94K -223 -3%
ACA
2514
Affinity Capital Advisors
California
$341K – – –
HBT
2515
Hills Bank & Trust
Iowa
$339K +$24.5K +550 +7%
UBV
2516
United Bank (Virginia)
Virginia
$339K – – –
BP
2517
BBR Partners
New York
$338K -$76.4K -1,714 -17%
OFG
2518
Oxford Financial Group
Indiana
$338K -$60.8K -1,365 -14%
A
2519
AlphaQuest
New York
$337K +$360K +8,084 +808,400%
WSCM
2520
Wellington Shields Capital Management
New York
$337K -$415K -9,309 -54%
SHFA
2521
SC&H Financial Advisors
Maryland
$337K – – –
LFG
2522
Lockerman Financial Group
California
$337K -$1.2K -27 -0.3%
FA
2523
Financial Advisors
Massachusetts
$336K – – –
JAM
2524
JCIC Asset Management
Ontario, Canada
$336K -$16.6K -372 -4%
SIMG
2525
Sonora Investment Management Group
Arizona
$336K +$68.3K +1,533 +24%
99 100
101
102 103