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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
2701
Marotta Asset Management
Virginia
$205K -$14.4K -375 -7%
ACL
2702
Applied Capital LLC
Florida
$205K +$197K +5,150 New
WAM
2703
Winslow Asset Management
Ohio
$203K +$195K +5,101 New
BAM
2704
Bosun Asset Management
Illinois
$203K +$195K +5,100 New
LWM
2705
Laidlaw Wealth Management
New York
$203K -$114K -2,985 -37%
RB
2706
Renasant Bank
Mississippi
$203K -$19.2K -500 -9%
FPF
2707
First Pacific Financial
Washington
$203K -$728 -19 -0.4%
ATS
2708
Ashton Thomas Securities
New York
$203K +$187K +4,891 New
CFG
2709
Clayton Financial Group
Missouri
$202K – – –
CAM
2710
Clark Asset Management
New Hampshire
$202K +$195K +5,079 New
RPGK
2711
Retirement Planning Group (Kansas)
Kansas
$202K -$32.8K -855 -14%
IAG
2712
Investmark Advisory Group
Connecticut
$202K +$194K +5,074 New
MHC
2713
Meyer Handelman Company
New York
$201K +$194K +5,065 New
SWMG
2714
Sard Wealth Management Group
Georgia
$201K +$193K +5,048 New
CCFM
2715
Clear Creek Financial Management
Washington
$201K +$193K +5,046 New
EBA
2716
Eagle Bay Advisors
New York
$198K -$61K -1,593 -24%
FCMT
2717
Founders Capital Management (Texas)
Texas
$197K – – –
SCA
2718
Stuart Chaussee & Associates
California
$196K – – –
CFFP
2719
Center for Financial Planning
Michigan
$196K – – –
RDFA
2720
Ritter Daniher Financial Advisory
Ohio
$195K +$13.4K +350 +8%
PCFFS
2721
Pacific Center for Financial Services
California
$195K -$33.9K -885 -15%
IRAG
2722
Investment Research & Advisory Group
Georgia
$191K – – –
MMG
2723
Monetary Management Group
Missouri
$189K – – –
GKIM
2724
GW&K Investment Management
Massachusetts
$186K +$29.1K +759 +19%
KFS
2725
Kelly Financial Services
Massachusetts
$185K +$843 +22 +0.5%
107 108
109
110 111