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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
VC
2601
Veery Capital
Delaware
$351K -$41.8K -993 -12%
AFA
2602
Alpha Financial Advisors
North Carolina
$351K +$3.07K +73 +1%
PWA
2603
Physician Wealth Advisors
Utah
$351K +$18.8K +448 +6%
A
2604
Argentarii
Ohio
$350K -$180K -4,267 -37%
HWA
2605
Heartwood Wealth Advisors
Virginia
$350K +$30.8K +733 +11%
CPC
2606
Consolidated Planning Corp
Georgia
$349K -$6.82K -162 -2%
FC
2607
Fairscale Capital
New Hampshire
$348K +$49.4K +1,174 +19%
BW
2608
BostonPremier Wealth
Massachusetts
$348K +$589 +14 +0.2%
FP
2609
Financial Perspectives
Minnesota
$348K +$547 +13 +0.2%
HFAS
2610
Hummer Financial Advisory Services
Illinois
$348K -$3.15K -75 -1%
RMC
2611
Ring Mountain Capital
California
$347K -$5.26K -125 -2%
PI
2612
Pettee Investors
Connecticut
$346K – – –
BWM
2613
BNC Wealth Management
Oregon
$345K -$174K -4,130 -36%
GWS
2614
Greykasell Wealth Strategies
California
$345K – – –
CCMIC
2615
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$344K -$6.52K -155 -2%
FCG
2616
Fielder Capital Group
Tennessee
$343K -$19.6K -466 -6%
NAMNJ
2617
NorthStar Asset Management (New Jersey)
New Jersey
$343K +$17K +405 +6%
4WM
2618
49 Wealth Management
Texas
$342K +$31.3K +745 +11%
SL
2619
Sentry LLC
Tennessee
$342K – – –
RRA
2620
Round Rock Advisors
Connecticut
$341K +$303K +7,200 New
NPFS
2621
Novak & Powell Financial Services
Florida
$340K -$45.9K -1,090 -13%
WFS
2622
Widmann Financial Services
Maryland
$340K – – –
ASG
2623
Ariston Services Group
California
$339K – – –
MAA
2624
Mraz Amerine & Associates
California
$339K +$301K +7,161 New
HPC
2625
Hobart Private Capital
North Carolina
$339K +$92.6K +2,202 +44%
103 104
105
106 107