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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
IIM
2551
Ipswich Investment Management
Massachusetts
$212K – – –
MAA
2552
Mraz Amerine & Associates
California
$211K -$31.8K -698 -13%
PKC
2553
Palmer Knight Company
Florida
$211K – – –
SGK
2554
Steigerwald Gordon & Koch
Virginia
$209K +$214K +4,694 New
GCP
2555
Gill Capital Partners
Colorado
$209K +$214K +4,700 New
SL
2556
Salomon & Ludwin
Virginia
$208K +$213K +4,669 New
KCA
2557
Karn Couzens & Associates
Connecticut
$208K +$213K +4,672 New
WWG
2558
West Wealth Group
California
$208K +$214K +4,691 New
SFWC
2559
Strategic Family Wealth Counselors
New Jersey
$207K -$26.1K -572 -11%
IRAG
2560
Investment Research & Advisory Group
Georgia
$207K +$99.4K +2,181 +88%
TRIA
2561
Trail Ridge Investment Advisors
Colorado
$207K +$212K +4,644 New
APP
2562
Alpha Paradigm Partners
Illinois
$206K +$211K +4,630 New
ATFA
2563
All Terrain Financial Advisors
Minnesota
$205K -$13.7K -300 -6%
MWM
2564
Maripau Wealth Management
Indiana
$205K +$191K +4,185 New
CA
2565
Claris Advisors
Missouri
$205K +$210K +4,605 New
UBG
2566
United Bank (Georgia)
Georgia
$205K +$210K +4,613 New
BC
2567
Bowman & Company
Wisconsin
$205K +$211K +4,628 New
AMG
2568
Advisors Management Group
Wisconsin
$203K -$11.9K -262 -5%
RMCM
2569
Reynders McVeigh Capital Management
Massachusetts
$203K +$208K +4,558 New
SWAG
2570
Spectrum Wealth Advisory Group
California
$203K +$208K +4,567 New
WWA
2571
WC Walker & Associates
California
$202K +$192K +4,214 New
WAL
2572
W Advisors LLC
Tennessee
$202K +$206K +4,516 New
EA
2573
Eclectic Associates
California
$202K +$206K +4,530 New
BFG
2574
Berger Financial Group
Minnesota
$202K +$207K +4,542 New
EWP
2575
Engrave Wealth Partners
Texas
$202K +$207K +4,545 New
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103
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