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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
JFGLC
2576
Johnson Financial Group LLC (Colorado)
Colorado
$201K -$125K -2,741 -38%
VV
2577
Verity & Verity
South Carolina
$201K -$2.92K -64 -1%
LFG
2578
Larson Financial Group
Missouri
$201K +$177K +3,876 +595%
VAM
2579
Verity Asset Management
North Carolina
$201K +$206K +4,517 New
HFS
2580
HBC Financial Services
Washington
$200K – – –
AAP
2581
Arax Advisory Partners
Colorado
$200K +$2.05K +45 +1%
AWM
2582
Aevitas Wealth Management
Massachusetts
$200K +$205K +4,494 New
AL
2583
ACAS LLC
California
$200K +$205K +4,500 New
RA
2584
Rise Advisors
New York
$193K +$197K +4,328 New
CWM
2585
Cranbrook Wealth Management
Michigan
$189K -$3.78K -83 -2%
EPM
2586
Equitec Proprietary Markets
Illinois
$189K +$193K +4,237 New
AIM
2587
Acropolis Investment Management
Missouri
$188K +$48.3K +1,060 +33%
CHA
2588
Carmichael Hill & Associates
Maryland
$186K +$2.78K +61 +1%
BWL
2589
Bogart Wealth LLC
Virginia
$186K +$5.01K +110 +3%
BBPWM
2590
Blue Bell Private Wealth Management
Pennsylvania
$181K +$186K +4,079 New
MW
2591
Milestone Wealth
New York
$180K +$185K +4,054 New
BCA
2592
Bray Capital Advisors
Florida
$178K +$182K +4,000 New
KFS
2593
Kelly Financial Services
Massachusetts
$178K +$23K +504 +14%
FP
2594
Financial Perspectives
Minnesota
$176K +$137 +3 +0.1%
LCM
2595
Logan Capital Management
Pennsylvania
$174K – – –
CAM
2596
Costello Asset Management
Pennsylvania
$170K +$4.56K +100 +3%
TWM
2597
Tradition Wealth Management
Minnesota
$169K -$81.4K -1,787 -32%
ODG
2598
O'Dell Group
Ohio
$166K +$6.79K +149 +4%
NIC
2599
Northwest Investment Counselors
Oregon
$166K +$170K +3,725 New
ACM
2600
Adalta Capital Management
New York
$163K – – –
102 103
104
105 106