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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
SP
2551
Stablepoint Partners
Massachusetts
$353K -$20.9K -475 -6%
MCP
2552
Mirador Capital Partners
California
$353K -$2.07K -47 -0.6%
IWA
2553
Integrity Wealth Advisors
California
$352K +$353K +8,014 New
AP
2554
Adero Partners
California
$351K +$43.8K +996 +14%
SHWM
2555
Smith & Howard Wealth Management
Georgia
$350K -$514K -11,688 -59%
MC
2556
Miramar Capital
Illinois
$348K -$54.9K -1,248 -14%
TFGT
2557
TS Financial Group (TSFG)
Illinois
$347K +$30K +682 +9%
EIP
2558
Ellis Investment Partners
Pennsylvania
$347K -$65.4K -1,487 -16%
AWM
2559
Ameliora Wealth Management
Switzerland
$347K +$338K +7,685 +3,713%
HR
2560
Hardy Reed
Mississippi
$346K – – –
WCM
2561
WealthTrak Capital Management
Virginia
$346K +$346K +7,875 New
LJHT
2562
Laurie J. Hall Trustee
$346K – – –
FPL
2563
Fortress Private Ledger
North Carolina
$346K +$346K +7,868 New
PK
2564
Pflug Koory
Nebraska
$345K – – –
PWMG
2565
Pinnacle Wealth Management Group
Michigan
$345K – – –
OPCM
2566
Osborne Partners Capital Management
California
$345K -$4K -91 -1%
ITIM
2567
Indiana Trust & Investment Management
Indiana
$344K +$10.4K +236 +3%
MHC
2568
May Hill Capital
Massachusetts
$344K +$345K +7,834 New
CBT
2569
CoreFirst Bank & Trust
Kansas
$343K – – –
CL
2570
CLG LLC
California
$342K +$343K +7,789 New
AI
2571
AXS Investments
New York
$342K -$19.6K -446 -5%
CAL
2572
Capital Advisors Ltd
Ohio
$342K +$8.71K +198 +3%
WFA
2573
Websterrogers Financial Advisors
South Carolina
$342K – – –
SFS
2574
Summit Financial Strategies
Ohio
$342K -$31.7K -721 -8%
KCAM
2575
Kagan Cocozza Asset Management
New Jersey
$341K +$342K +7,766 New
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103
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