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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
WCG
2601
Weaver Consulting Group
California
$310K +$17.8K +400 +6%
FPL
2602
Fortress Private Ledger
North Carolina
$310K -$19.5K -438 -6%
HFAS
2603
Hummer Financial Advisory Services
Illinois
$310K – – –
CCMIC
2604
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$310K -$15K -337 -4%
PIA
2605
Pinion Investment Advisors
Kansas
$309K -$15.5K -347 -4%
GPA
2606
Guerra Pan Advisors
New Jersey
$309K – – –
MWM
2607
Maltin Wealth Management
New Jersey
$308K +$1.78K +40 +0.5%
DOA
2608
D'Orazio & Associates
Virginia
$307K +$26.2K +589 +9%
RPGK
2609
Retirement Planning Group (Kansas)
Kansas
$307K -$17.2K -386 -5%
AFA
2610
Alpha Financial Advisors
North Carolina
$306K +$88.9K +1,996 +37%
BW
2611
BostonPremier Wealth
Massachusetts
$306K +$24.1K +540 +8%
HFS
2612
Heritage Financial Services
Massachusetts
$306K +$1.25K +28 +0.4%
WCFA
2613
Walkner Condon Financial Advisors
Wisconsin
$306K +$23.9K +536 +8%
FP
2614
Financial Perspectives
Minnesota
$306K -$56.5K -1,269 -15%
TC
2615
Trilogy Capital
California
$306K -$45.2K -1,015 -12%
T
2616
TOBAM
France
$306K -$530K -11,895 -62%
SAM
2617
Strategy Asset Managers
California
$306K -$10.6K -237 -3%
PI
2618
Pettee Investors
Connecticut
$306K -$11.1K -250 -3%
SG
2619
Sharper & Granite
California
$305K – – –
GPWM
2620
Grant Private Wealth Management
California
$305K -$2.5K -56 -0.8%
SA
2621
Sovran Advisors
California
$305K +$98.8K +2,218 +37%
BWM
2622
BlackDiamond Wealth Management
New York
$305K +$19.9K +446 +7%
TBWA
2623
Three Bridge Wealth Advisors
California
$305K – – –
GWS
2624
Greykasell Wealth Strategies
California
$304K – – –
CWM
2625
Centric Wealth Management
Illinois
$303K -$7K -157 -2%
103 104
105
106 107