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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
RBC
2601
Romano Brothers & Co
Illinois
$390K – – –
AAIM
2602
Asset Advisors Investment Management
Georgia
$390K +$80.5K +1,560 +24%
BAM
2603
Belleair Asset Management
Florida
$389K – – –
EWM
2604
Evermay Wealth Management
Virginia
$388K -$9.55K -185 -2%
CWIG
2605
Chung Wu Investment Group
Texas
$388K – – –
WCM
2606
WealthBridge Capital Management
Ohio
$385K +$619 +12 +0.2%
RWA
2607
Rooted Wealth Advisors
Illinois
$385K +$34.1K +661 +10%
DWAM
2608
Duncan Williams Asset Management
Tennessee
$385K +$1.19K +23 +0.3%
LC
2609
Lavaca Capital
Texas
$384K – – –
WW
2610
Westshore Wealth
California
$384K -$67.1K -1,300 -14%
WSFG
2611
Wall Street Financial Group
Illinois
$384K +$62.1K +1,204 +18%
RCM
2612
Radnor Capital Management
Pennsylvania
$383K – – –
GG
2613
Greenwood Gearhart
Arkansas
$383K -$11.8K -228 -3%
PCM
2614
Prelude Capital Management
New York
$383K -$354K -6,867 -47%
MWA
2615
Meridian Wealth Advisors
Texas
$383K +$12.6K +245 +3%
BWA
2616
BlueChip Wealth Advisors
Georgia
$382K – – –
LPP
2617
Life Planning Partners
Florida
$382K +$155 +3 +0%
EC
2618
EdgeRock Capital
Colorado
$381K +$29.3K +568 +8%
MC
2619
Miramontes Capital
California
$381K -$14.9K -289 -4%
RFS
2620
Richardson Financial Services
Massachusetts
$380K -$722 -14 -0.2%
IWA
2621
Integrity Wealth Advisors
California
$380K +$133K +2,576 +49%
SIC
2622
Sterling Investment Counsel
New York
$379K -$6.97K -135 -2%
KCP
2623
Kera Capital Partners
California
$379K +$89.9K +1,742 +29%
VCM
2624
Vivaldi Capital Management
Illinois
$379K -$12.3K -239 -3%
BC
2625
Brio Consultants
California
$379K -$7.59K -147 -2%
103 104
105
106 107