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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
KFP
2601
Keystone Financial Planning
Ohio
$234K – – –
FNT
2602
First Nebraska Trust
Nebraska
$234K -$3.83K -100 -2%
LTAS
2603
Linden Thomas Advisory Services
North Carolina
$234K -$805 -21 -0.4%
AIM
2604
Allen Investment Management
New York
$233K – – –
WKWM
2605
Walter & Keenan Wealth Management
Indiana
$233K -$3.64K -95 -2%
BCMLT
2606
Beacon Capital Management LLC (Tennessee)
Tennessee
$233K +$6.4K +167 +3%
SRC
2607
Sage Rhino Capital
California
$232K +$21.3K +555 +11%
AFS
2608
Annapolis Financial Services
Maryland
$232K +$115 +3 +0.1%
PCM
2609
Passive Capital Management
Maryland
$231K – – –
AIM
2610
AHL Investment Management
Florida
$231K -$5.75K -150 -3%
BWM
2611
BlackDiamond Wealth Management
New York
$230K +$12K +313 +5%
SCM
2612
Sterneck Capital Management
Missouri
$230K -$44.8K -1,170 -17%
TA
2613
TFB Advisors
Kansas
$229K +$221K +5,767 New
SAM
2614
Strategy Asset Managers
California
$229K -$11.8K -308 -4%
HIGP
2615
Hill Investment Group Partners
Missouri
$229K -$7.32K -191 -3%
IWS
2616
Integrity Wealth Solutions
Colorado
$228K -$18.3K -478 -8%
TWM
2617
Tanager Wealth Management
United Kingdom
$228K +$3.91K +102 +2%
CWP
2618
Core Wealth Partners
California
$228K +$307 +8 +0.1%
LGG
2619
Luts & Greenleigh Group
Maryland
$227K +$219K +5,717 New
ITFISA
2620
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$227K +$21.8K +569 +11%
PWMG
2621
Private Wealth Management Group
New Jersey
$227K -$6.71K -175 -3%
MAC
2622
Mason & Associates (California)
California
$227K -$240K -6,269 -52%
SPWG
2623
Syntegra Private Wealth Group
Missouri
$226K +$218K +5,694 New
WWC
2624
Waypoint Wealth Counsel
Georgia
$226K +$2.11K +55 +1%
BWP
2625
Balboa Wealth Partners
Arizona
$225K -$61.9K -1,614 -22%
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105
106 107