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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
SFWC
2551
Strategic Family Wealth Counselors
New Jersey
$353K +$112K +2,549 +46%
CA
2552
Cache Advisors
California
$353K +$354K +8,036 New
SP
2553
Stablepoint Partners
Massachusetts
$353K -$20.9K -475 -6%
MCP
2554
Mirador Capital Partners
California
$353K -$2.07K -47 -0.6%
IWA
2555
Integrity Wealth Advisors
California
$352K +$353K +8,014 New
AP
2556
Adero Partners
California
$351K +$43.8K +996 +14%
SHWM
2557
Smith & Howard Wealth Management
Georgia
$350K -$514K -11,688 -59%
MC
2558
Miramar Capital
Illinois
$348K -$54.9K -1,248 -14%
TFGT
2559
TS Financial Group (TSFG)
Illinois
$347K +$30K +682 +9%
EIP
2560
Ellis Investment Partners
Pennsylvania
$347K -$65.4K -1,487 -16%
AWM
2561
Ameliora Wealth Management
Switzerland
$347K +$338K +7,685 +3,713%
HR
2562
Hardy Reed
Mississippi
$346K – – –
WCM
2563
WealthTrak Capital Management
Virginia
$346K +$346K +7,875 New
LJHT
2564
Laurie J. Hall Trustee
$346K – – –
FPL
2565
Fortress Private Ledger
North Carolina
$346K +$346K +7,868 New
PK
2566
Pflug Koory
Nebraska
$345K – – –
PWMG
2567
Pinnacle Wealth Management Group
Michigan
$345K – – –
OPCM
2568
Osborne Partners Capital Management
California
$345K -$4K -91 -1%
ITIM
2569
Indiana Trust & Investment Management
Indiana
$344K +$10.4K +236 +3%
MHC
2570
May Hill Capital
Massachusetts
$344K +$345K +7,834 New
CBT
2571
CoreFirst Bank & Trust
Kansas
$343K – – –
CL
2572
CLG LLC
California
$342K +$343K +7,789 New
AI
2573
AXS Investments
New York
$342K -$19.6K -446 -5%
CAL
2574
Capital Advisors Ltd
Ohio
$342K +$8.71K +198 +3%
WFA
2575
Websterrogers Financial Advisors
South Carolina
$342K – – –
101 102
103
104 105