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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
FC
2701
Fairscale Capital
New Hampshire
$405K – – –
SHFA
2702
SC&H Financial Advisors
Maryland
$404K +$11K +208 +3%
VCP
2703
Verus Capital Partners
Arizona
$403K +$57.9K +1,095 +18%
HPM
2704
Hoxton Planning & Management
West Virginia
$403K +$17.6K +332 +5%
CDWM
2705
Campbell Deegan Wealth Management
Virginia
$402K +$5.34K +101 +1%
KIA
2706
Koenig Investment Advisory
Oregon
$402K +$406K +7,684 New
ATWA
2707
Arbor Trust Wealth Advisors
Michigan
$402K – – –
RRA
2708
Round Rock Advisors
Connecticut
$402K +$5.34K +101 +1%
SAM
2709
Strategy Asset Managers
California
$401K +$11.7K +221 +3%
NAMNJ
2710
NorthStar Asset Management (New Jersey)
New Jersey
$401K -$634 -12 -0.2%
BC
2711
Brio Consultants
California
$400K -$97.2K -1,839 -20%
TFGT
2712
TS Financial Group (TSFG)
Illinois
$400K +$159 +3 +0%
HFAS
2713
Hummer Financial Advisory Services
Illinois
$400K -$3.96K -75 -1%
PPC
2714
Pennington Partners & Co
Maryland
$400K +$634 +12 +0.2%
EC
2715
EdgeRock Capital
Colorado
$399K +$17.4K +330 +5%
SPA
2716
Sentinel Pension Advisors
Massachusetts
$399K +$106K +2,000 +38%
FP
2717
Financial Perspectives
Minnesota
$398K -$3.96K -75 -1%
SRL
2718
Scientech Research LLC
New Jersey
$398K +$382K +7,233 New
SL
2719
Sentry LLC
Tennessee
$398K – – –
LPAM
2720
Lodestar Private Asset Management
California
$397K -$15.2K -288 -4%
CPWL
2721
Coquina Private Wealth LLC
Florida
$397K +$382K +7,224 New
MCP
2722
Miller Capital Partners
Michigan
$397K +$382K +7,220 New
SGK
2723
Steigerwald Gordon & Koch
Virginia
$397K +$32K +605 +9%
COCM
2724
Charter Oak Capital Management
New Hampshire
$396K +$83.9K +1,587 +28%
FCG
2725
Fielder Capital Group
Tennessee
$396K +$17.8K +336 +5%
107 108
109
110 111