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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
MHWM
2626
Montz Harcus Wealth Management
Louisiana
$449K +$48.7K +922 +13%
JC
2627
JM2 Capital
Oklahoma
$448K +$431K +8,154 New
EWM
2628
Evermay Wealth Management
Virginia
$448K -$6.34K -120 -1%
FP
2629
Fiduciary Planning
Florida
$447K -$740 -14 -0.2%
OC
2630
Opal Capital
Florida
$447K +$419K +7,924 New
MC
2631
Miramontes Capital
California
$446K +$429K +8,111 New
ACS
2632
Archford Capital Strategies
Illinois
$445K +$6.87K +130 +2%
GG
2633
Greenwood Gearhart
Arkansas
$444K -$96.2K -1,819 -18%
HCA
2634
Heck Capital Advisors
Wisconsin
$443K +$2.11K +40 +0.5%
WG
2635
Wellington Group
Indiana
$443K +$426K +8,054 New
UBV
2636
United Bank (Virginia)
Virginia
$441K -$9.73K -184 -2%
BFO
2637
Boston Family Office
Massachusetts
$441K +$424K +8,021 New
AWM
2638
Ameliora Wealth Management
Switzerland
$441K – – –
VCM
2639
Vivaldi Capital Management
Illinois
$441K +$9.73K +184 +2%
RBC
2640
Romano Brothers & Co
Illinois
$440K -$32K -605 -7%
MA
2641
Maxele Advisors
Missouri
$440K -$10.6K -200 -2%
RFW
2642
Rainier Family Wealth
Washington
$439K +$70.3K +1,330 +20%
HA
2643
HC Advisors
Georgia
$438K – – –
BAM
2644
Belleair Asset Management
Florida
$438K +$421K +7,970 New
SL
2645
Sentinus LLC
Illinois
$437K +$58.8K +1,113 +16%
CWIG
2646
Chung Wu Investment Group
Texas
$437K – – –
VC
2647
Veracity Capital
Georgia
$436K +$1.32K +25 +0.3%
DWAM
2648
Duncan Williams Asset Management
Tennessee
$436K -$1.22K -23 -0.3%
CTI
2649
Community Trust & Investment
Kentucky
$435K +$20.6K +389 +5%
HFP
2650
Holistic Financial Partners
Indiana
$434K +$9.67K +183 +2%
104 105
106
107 108