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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
PFA
2626
Pinnacle Family Advisors
Missouri
$338K +$302K +7,171 New
BCMLT
2627
Beacon Capital Management LLC (Tennessee)
Tennessee
$338K +$10.8K +257 +4%
EC
2628
EdgeRock Capital
Colorado
$338K +$27.7K +658 +10%
PIA
2629
Pinion Investment Advisors
Kansas
$337K -$11.8K -280 -4%
BFS
2630
BridgePort Financial Solutions
Iowa
$337K – – –
KIA
2631
Kraematon Investment Advisors
Massachusetts
$337K +$1.39K +33 +0.5%
OAM
2632
Oxford Asset Management
United Kingdom
$337K +$299K +7,118 New
SAM
2633
Strategy Asset Managers
California
$337K -$9.13K -217 -3%
HPM
2634
Hoxton Planning & Management
West Virginia
$337K +$3.79K +90 +1%
RRWA
2635
Rainey & Randall Wealth Advisors
Florida
$336K +$589 +14 +0.2%
SCG
2636
Sonata Capital Group
Washington
$336K -$67.3K -1,600 -18%
BFF
2637
Byrne Financial Freedom
Massachusetts
$336K -$4.25K -101 -1%
PAG
2638
Paladin Advisory Group
Iowa
$336K – – –
MCCA
2639
Mill Creek Capital Advisors
Pennsylvania
$336K -$62.7K -1,491 -17%
AAS
2640
AdviceOne Advisory Services
Connecticut
$336K +$8.33K +198 +3%
PCFFS
2641
Pacific Center for Financial Services
California
$334K +$841 +20 +0.3%
OWA
2642
ORBA Wealth Advisors
Illinois
$334K +$297K +7,049 New
GS
2643
GWN Securities
Florida
$333K -$5.98M -142,205 -95%
PWS
2644
Proactive Wealth Strategies
Georgia
$333K +$28.1K +668 +10%
EIP
2645
Ellis Investment Partners
Pennsylvania
$333K -$7.7K -183 -3%
LWM
2646
LeConte Wealth Management
Tennessee
$332K +$295K +7,017 New
HCC
2647
Hirtle Callaghan & Co
Pennsylvania
$331K +$295K +7,005 New
CWM
2648
Centric Wealth Management
Illinois
$331K -$2.9K -69 -0.9%
LJCM
2649
Lee Johnson Capital Management
Texas
$331K – – –
CICC
2650
Capital Investment Counsel (Colorado)
Colorado
$330K -$10.3K -244 -3%
104 105
106
107 108