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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
JF
2551
JSF Financial
California
$218K +$11.1K +246 +5%
SHFP
2552
Second Half Financial Partners
Florida
$218K +$254K +5,640 New
RWM
2553
RBA Wealth Management
California
$217K -$15.5K -343 -6%
WA
2554
Wealthstream Advisors
New York
$217K +$4.42K +98 +2%
CC
2555
Commons Capital
Massachusetts
$215K -$6.14K -136 -3%
DAL
2556
Delta Accumulation LLC
California
$215K +$2.17K +48 +0.9%
WFA
2557
WMG Financial Advisors
Tennessee
$215K +$10.2K +226 +5%
FAN
2558
Financial Advisors Network
California
$214K – – –
IHL
2559
Investment House LLC
California
$214K – – –
DC
2560
DeDora Capital
California
$213K -$1.81M -40,180 -89%
NCM
2561
Noesis Capital Mangement
Florida
$213K -$81.9K -1,815 -26%
FTA
2562
Financial & Tax Architects
Missouri
$212K -$6.99K -155 -3%
LF
2563
LifeSteps Financial
California
$212K -$24.4K -540 -9%
OSNBOA
2564
Old Second National Bank of Aurora
Illinois
$212K -$10.6K -235 -4%
CCM
2565
Chiron Capital Management
Florida
$212K -$2.71K -60 -1%
MIM
2566
Merrion Investment Management
New Jersey
$212K – – –
HAS
2567
Holland Advisory Services
Florida
$212K +$90 +2 +0%
CGA
2568
Crescent Grove Advisors
Illinois
$211K – – –
WAM
2569
Walker Asset Management
Missouri
$211K +$135 +3 +0.1%
MLFP
2570
MPS Loria Financial Planners
Illinois
$211K +$496 +11 +0.2%
HAC
2571
Harbor Advisory Corp
New Hampshire
$210K – – –
BWFA
2572
Baltimore-Washington Financial Advisors
Maryland
$210K +$246K +5,451 New
TFM
2573
TFC Financial Management
Massachusetts
$209K -$4.29K -95 -2%
CI
2574
Ceera Investments
Texas
$209K – – –
FB
2575
First Bancorp
Maine
$209K +$902 +20 +0.4%
101 102
103
104 105