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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
CFO
2701
CVA Family Office
Colorado
$205K -$14.3K -372 -7%
PWM
2702
Purus Wealth Management
California
$205K +$198K +5,158 New
MAM
2703
Marotta Asset Management
Virginia
$205K -$14.4K -375 -7%
ACL
2704
Applied Capital LLC
Florida
$205K +$197K +5,150 New
WAM
2705
Winslow Asset Management
Ohio
$203K +$195K +5,101 New
BAM
2706
Bosun Asset Management
Illinois
$203K +$195K +5,100 New
LWM
2707
Laidlaw Wealth Management
New York
$203K -$114K -2,985 -37%
RB
2708
Renasant Bank
Mississippi
$203K -$19.2K -500 -9%
FPF
2709
First Pacific Financial
Washington
$203K -$728 -19 -0.4%
ATS
2710
Ashton Thomas Securities
New York
$203K +$187K +4,891 New
CFG
2711
Clayton Financial Group
Missouri
$202K – – –
CAM
2712
Clark Asset Management
New Hampshire
$202K +$195K +5,079 New
RPGK
2713
Retirement Planning Group (Kansas)
Kansas
$202K -$32.8K -855 -14%
IAG
2714
Investmark Advisory Group
Connecticut
$202K +$194K +5,074 New
MHC
2715
Meyer Handelman Company
New York
$201K +$194K +5,065 New
SWMG
2716
Sard Wealth Management Group
Georgia
$201K +$193K +5,048 New
CCFM
2717
Clear Creek Financial Management
Washington
$201K +$193K +5,046 New
EBA
2718
Eagle Bay Advisors
New York
$198K -$61K -1,593 -24%
FCMT
2719
Founders Capital Management (Texas)
Texas
$197K – – –
SCA
2720
Stuart Chaussee & Associates
California
$196K – – –
CFFP
2721
Center for Financial Planning
Michigan
$196K – – –
RDFA
2722
Ritter Daniher Financial Advisory
Ohio
$195K +$13.4K +350 +8%
PCFFS
2723
Pacific Center for Financial Services
California
$195K -$33.9K -885 -15%
IRAG
2724
Investment Research & Advisory Group
Georgia
$191K – – –
MMG
2725
Monetary Management Group
Missouri
$189K – – –
107 108
109
110 111