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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
COCM
2726
Charter Oak Capital Management
New Hampshire
$266K +$17.4K +390 +7%
WFA
2727
WMG Financial Advisors
Tennessee
$266K +$6.73K +151 +2%
PWS
2728
Proactive Wealth Strategies
Georgia
$266K +$1.74K +39 +0.6%
FFC
2729
Frederick Financial Consultants
Maryland
$266K +$52.7K +1,182 +23%
CA
2730
Capital Advantage
California
$265K – – –
LTAS
2731
Linden Thomas Advisory Services
North Carolina
$265K +$6.06K +136 +2%
BCM
2732
BluePointe Capital Management
California
$264K +$282K +6,334 New
MFG
2733
Mission Financial Group
Nevada
$264K +$241K +5,418 New
OHWA
2734
Oak Hill Wealth Advisors
Virginia
$264K -$2.9K -65 -1%
LEA
2735
Legacy Edge Advisors
New York
$263K +$14.4K +324 +5%
NJBEST
2736
New Jersey Better Educational Savings Trust
New Jersey
$263K – – –
PAW
2737
Plan A Wealth
Nebraska
$263K -$5.17K -116 -2%
IFU
2738
iSAM Funds (UK)
United Kingdom
$262K -$1.39M -31,136 -83%
JGIA
2739
Jackson Grant Investment Advisers
Connecticut
$262K – – –
MLFP
2740
MPS Loria Financial Planners
Illinois
$262K +$1.38K +31 +0.5%
HCWM
2741
Hidden Cove Wealth Management
Washington
$262K +$279K +6,270 New
CCWM
2742
Correct Capital Wealth Management
Missouri
$262K -$1.25K -28 -0.4%
SI
2743
Saxon Interests
Texas
$261K +$25.1K +563 +10%
DWMS
2744
Dominguez Wealth Management Solutions
Virginia
$260K +$278K +6,235 New
PAS
2745
Professional Advisory Services
Florida
$260K – – –
VAMG
2746
Voisard Asset Management Group
Michigan
$259K -$2.23K -50 -0.8%
FC
2747
Fairscale Capital
New Hampshire
$259K – – –
FFG
2748
Fortress Financial Group
Minnesota
$258K +$1.56K +35 +0.6%
MWM
2749
MinichMacGregor Wealth Management
New York
$258K -$5.53K -124 -2%
1IA
2750
1834 Investment Advisors
Wisconsin
$257K -$87.6K -1,965 -24%
108 109
110
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