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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
FA
2526
Financial Advisors
Massachusetts
$336K – – –
JAM
2527
JCIC Asset Management
Ontario, Canada
$336K -$16.6K -372 -4%
SIMG
2528
Sonora Investment Management Group
Arizona
$336K +$68.3K +1,533 +24%
HDA
2529
Harold Davidson & Associates
California
$335K -$1.11K -25 -0.3%
CA
2530
Cache Advisors
California
$335K – – –
SMH
2531
Sanders Morris Harris
Texas
$335K -$7K -157 -2%
HR
2532
Hardy Reed
Mississippi
$335K +$6.37K +143 +2%
JCM
2533
Jag Capital Management
Missouri
$333K -$37.7K -845 -10%
MHC
2534
May Hill Capital
Massachusetts
$333K +$6.24K +140 +2%
HCM
2535
Hengehold Capital Management
Ohio
$333K -$6.19K -139 -2%
WCM
2536
WealthTrak Capital Management
Virginia
$333K +$4.23K +95 +1%
SIC
2537
Sterling Investment Counsel
New York
$332K +$81.1K +1,820 +30%
CWIG
2538
Chung Wu Investment Group
Texas
$332K -$4.46K -100 -1%
FF
2539
Francis Financial
$331K -$49K -1,100 -12%
FWP
2540
Forefront Wealth Partners
Texas
$331K +$18.6K +418 +6%
MWP
2541
Meridian Wealth Partners
Pennsylvania
$330K -$23.8K -535 -6%
SHWM
2542
Smith & Howard Wealth Management
Georgia
$330K -$2.81K -63 -0.8%
AWM
2543
Ameliora Wealth Management
Switzerland
$329K – – –
IWA
2544
Integrity Wealth Advisors
California
$329K -$5.53K -124 -2%
ATWA
2545
Arbor Trust Wealth Advisors
Michigan
$329K -$57.9K -1,300 -14%
GAM
2546
Gould Asset Management
California
$328K -$102K -2,278 -22%
AWAU
2547
Alliance Wealth Advisors (Utah)
Utah
$328K -$16.2K -363 -4%
FBT
2548
First Bank & Trust
South Dakota
$328K +$14.5K +325 +4%
WCM
2549
WealthBridge Capital Management
Ohio
$328K -$17.1K -383 -5%
PK
2550
Pflug Koory
Nebraska
$328K – – –
100 101
102
103 104