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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
MAA
2601
Matrix Asset Advisors
New York
$250K – – –
NJBEST
2602
New Jersey Better Educational Savings Trust
New Jersey
$250K – – –
HPIA
2603
Hamilton Point Investment Advisors
North Carolina
$250K +$252K +6,291 New
JGIA
2604
Jackson Grant Investment Advisers
Connecticut
$249K – – –
CCWM
2605
Correct Capital Wealth Management
Missouri
$249K -$48.4K -1,207 -16%
WDG
2606
Wealth Dimensions Group
Ohio
$249K -$11.2K -279 -4%
LTAS
2607
Linden Thomas Advisory Services
North Carolina
$248K +$15.2K +379 +6%
PAS
2608
Professional Advisory Services
Florida
$248K – – –
VAMG
2609
Voisard Asset Management Group
Michigan
$248K -$7.17K -179 -3%
MTIC
2610
Missouri Trust & Investment Company
Missouri
$248K – – –
ACC
2611
Acorn Creek Capital
Colorado
$247K +$249K +6,220 New
FB
2612
First Bancorp
Maine
$247K – – –
MLFP
2613
MPS Loria Financial Planners
Illinois
$247K +$1.28K +32 +0.5%
SGK
2614
Steigerwald Gordon & Koch
Virginia
$246K +$80 +2 +0%
FC
2615
Fairscale Capital
New Hampshire
$246K – – –
CWA
2616
Centennial Wealth Advisory
Michigan
$246K +$23.6K +588 +11%
SIC
2617
SJS Investment Consulting
Ohio
$245K – – –
MFS
2618
McNamara Financial Services
Massachusetts
$244K +$247K +6,155 New
GHA
2619
GW Henssler & Associates
Georgia
$244K -$85.8K -2,140 -26%
PIA
2620
Powell Investment Advisors
Florida
$244K -$8.86K -221 -3%
CFO
2621
CVA Family Office
Colorado
$244K +$39.2K +977 +19%
DOA
2622
D'Orazio & Associates
Virginia
$243K +$6.85K +171 +3%
AC
2623
AIFG Consultants
New York
$243K -$6.89K -172 -3%
GIP
2624
Granite Investment Partners
California
$243K – – –
TPW
2625
TL Private Wealth
Texas
$243K – – –
103 104
105
106 107