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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
RCG
2526
Regatta Capital Group
California
$493K +$11.3K +213 +3%
CHA
2527
Cooper/Haims Advisors
New York
$492K -$26.5K -498 -5%
SC
2528
Sawyer & Company
Massachusetts
$492K – – –
SWMG
2529
Sard Wealth Management Group
Georgia
$490K +$2.39K +45 +0.5%
FA
2530
Faithward Advisors
Pennsylvania
$490K -$101K -1,908 -18%
TFCP
2531
Twin Focus Capital Partners
Massachusetts
$490K – – –
RDFA
2532
Ritter Daniher Financial Advisory
Ohio
$490K -$3.24K -61 -0.7%
ACM
2533
Allred Capital Management
Texas
$489K -$3.51K -66 -0.8%
CNBOF
2534
City National Bank of Florida
Florida
$489K +$4.47K +84 +1%
FSA
2535
Franklin Street Advisors
North Carolina
$489K +$53 +1 +0%
SWM
2536
Segment Wealth Management
Texas
$488K -$70.6K -1,328 -13%
BGAI
2537
Bruce G. Allen Investments
Colorado
$487K -$13.6K -256 -3%
LC
2538
Lavaca Capital
Texas
$486K +$34.6K +650 +8%
TWA
2539
Tulsa Wealth Advisors
Oklahoma
$485K +$91K +1,711 +25%
AAG
2540
Asset Advisory Group
New Jersey
$484K +$53 +1 +0%
ONSWM
2541
Old North State Wealth Management
North Carolina
$484K +$2.13K +40 +0.5%
WSFG
2542
Wall Street Financial Group
Illinois
$483K +$32.5K +611 +8%
BIM
2543
Baldwin Investment Management
Pennsylvania
$483K -$532K -10,000 -54%
CWG
2544
Crown Wealth Group
North Carolina
$482K +$10.5K +197 +2%
WCG
2545
Weaver Consulting Group
California
$482K +$4.84K +91 +1%
HCM
2546
Hengehold Capital Management
Ohio
$482K -$12.7K -239 -3%
CA
2547
Cache Advisors
California
$481K – – –
WJA
2548
Willis Johnson & Associates
Texas
$480K -$641K -12,061 -59%
RCM
2549
Raleigh Capital Management
North Carolina
$480K -$8.56K -161 -2%
CPSAC
2550
Chas P. Smith & Associates (CPS)
Florida
$480K -$19K -358 -4%
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