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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
SHFP
2551
Second Half Financial Partners
Florida
$218K +$254K +5,640 New
RWM
2552
RBA Wealth Management
California
$217K -$15.5K -343 -6%
WA
2553
Wealthstream Advisors
New York
$217K +$4.42K +98 +2%
CC
2554
Commons Capital
Massachusetts
$215K -$6.14K -136 -3%
DAL
2555
Delta Accumulation LLC
California
$215K +$2.17K +48 +0.9%
WFA
2556
WMG Financial Advisors
Tennessee
$215K +$10.2K +226 +5%
FAN
2557
Financial Advisors Network
California
$214K – – –
IHL
2558
Investment House LLC
California
$214K – – –
DC
2559
DeDora Capital
California
$213K -$1.81M -40,180 -89%
NCM
2560
Noesis Capital Mangement
Florida
$213K -$81.9K -1,815 -26%
FTA
2561
Financial & Tax Architects
Missouri
$212K -$6.99K -155 -3%
LF
2562
LifeSteps Financial
California
$212K -$24.4K -540 -9%
OSNBOA
2563
Old Second National Bank of Aurora
Illinois
$212K -$10.6K -235 -4%
CCM
2564
Chiron Capital Management
Florida
$212K -$2.71K -60 -1%
MIM
2565
Merrion Investment Management
New Jersey
$212K – – –
HAS
2566
Holland Advisory Services
Florida
$212K +$90 +2 +0%
CGA
2567
Crescent Grove Advisors
Illinois
$211K – – –
WAM
2568
Walker Asset Management
Missouri
$211K +$135 +3 +0.1%
MLFP
2569
MPS Loria Financial Planners
Illinois
$211K +$496 +11 +0.2%
HAC
2570
Harbor Advisory Corp
New Hampshire
$210K – – –
BWFA
2571
Baltimore-Washington Financial Advisors
Maryland
$210K +$246K +5,451 New
TFM
2572
TFC Financial Management
Massachusetts
$209K -$4.29K -95 -2%
CI
2573
Ceera Investments
Texas
$209K – – –
FB
2574
First Bancorp
Maine
$209K +$902 +20 +0.4%
BIA
2575
Benchmark Investment Advisors
Illinois
$208K -$17.7K -393 -7%
101 102
103
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