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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
BCMLT
2626
Beacon Capital Management LLC (Tennessee)
Tennessee
$366K -$2.19K -45 -0.6%
PAG
2627
Paladin Advisory Group
Iowa
$366K – – –
SCG
2628
Sonata Capital Group
Washington
$366K – – –
AAS
2629
AdviceOne Advisory Services
Connecticut
$366K +$49 +1 +0%
WWM
2630
Wolff Wiese Magana
California
$366K +$10.1K +208 +3%
SAM
2631
Strategy Asset Managers
California
$365K -$1.9K -39 -0.5%
NPT
2632
National Philanthropic Trust
Pennsylvania
$364K +$57.7K +1,183 +20%
OWA
2633
ORBA Wealth Advisors
Illinois
$364K – – –
LAM
2634
LECAP Asset Management
United Kingdom
$364K +$344K +7,047 New
FB
2635
First Bancorp
Maine
$363K +$43.9K +900 +15%
ACM
2636
Andina Capital Management
Utah
$363K +$16.7K +342 +5%
CWG
2637
Crown Wealth Group
North Carolina
$362K +$4.93K +101 +1%
HPM
2638
Hoxton Planning & Management
West Virginia
$360K -$6.29K -129 -2%
CICC
2639
Capital Investment Counsel (Colorado)
Colorado
$360K – – –
BWA
2640
Burt Wealth Advisors
Maryland
$359K – – –
RWM
2641
RKL Wealth Management
Pennsylvania
$359K -$927 -19 -0.3%
SCM
2642
Sunbeam Capital Management
Georgia
$358K +$23K +471 +7%
WAL
2643
W Advisors LLC
Tennessee
$358K +$10.9K +224 +3%
TWM
2644
Topsail Wealth Management
North Carolina
$358K +$37.8K +775 +13%
MSWMA
2645
Market Street Wealth Management Advisors
Indiana
$358K +$976 +20 +0.3%
GAA
2646
Global Assets Advisory
Florida
$358K +$39K +800 +13%
EC
2647
EdgeRock Capital
Colorado
$357K -$9.56K -196 -3%
CFG
2648
Carter Financial Group
Illinois
$357K -$2.39K -49 -0.7%
FBC
2649
Fairfield, Bush & Co
Connecticut
$357K – – –
LEA
2650
Legacy Edge Advisors
New York
$356K +$29.3K +600 +10%
104 105
106
107 108