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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
BWA
2576
Burt Wealth Advisors
Maryland
$341K – – –
PIA
2577
Pinion Investment Advisors
Kansas
$341K +$308 +7 +0.1%
CCMIC
2578
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$341K -$29.7K -675 -8%
MPCA
2579
Madison Park Capital Advisors
Washington
$340K +$14.2K +323 +4%
RPGK
2580
Retirement Planning Group (Kansas)
Kansas
$340K +$3.04K +69 +0.9%
IAG
2581
Investment Advisory Group
Massachusetts
$340K -$1.1K -25 -0.3%
RMC
2582
Ring Mountain Capital
California
$340K +$340K +7,726 New
NG
2583
Novem Group
New York
$339K +$340K +7,721 New
DWAM
2584
Duncan Williams Asset Management
Tennessee
$339K +$340K +7,721 New
RFM
2585
Royal Fund Management
Florida
$339K -$3.83K -87 -1%
TWM
2586
TriaGen Wealth Management
California
$339K – – –
PS
2587
Planned Solutions
California
$338K – – –
LPAM
2588
Lodestar Private Asset Management
California
$338K +$660 +15 +0.2%
CIAS
2589
CBIZ Investment Advisory Services
Ohio
$338K +$284K +6,461 +530%
SPI
2590
Sutton Place Investors
New York
$337K +$20.7K +471 +7%
RFP
2591
Root Financial Partners
California
$336K +$112K +2,538 +50%
VH
2592
Visionary Horizons
Tennessee
$335K -$19.4K -441 -5%
KFG
2593
Kelly Financial Group
Connecticut
$335K +$336K +7,632 New
SFG
2594
SNS Financial Group
Minnesota
$335K +$6.16K +140 +2%
S
2595
Sachetta
Massachusetts
$335K +$2.73K +62 +0.8%
HAM
2596
Hickory Asset Management
Ohio
$335K +$335K +7,617 New
BFA
2597
Beacon Financial Advisory
Ohio
$335K +$29.3K +666 +10%
TCM
2598
TT Capital Management
California
$334K +$317K +7,202 New
RCA
2599
Riverview Capital Advisers
Massachusetts
$334K – – –
MWA
2600
Meridian Wealth Advisors
Texas
$334K -$3.08M -70,116 -90%
102 103
104
105 106