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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
NI
2801
NCP Inc
California
$356K -$10.7K -201 -3%
PFG
2802
Putney Financial Group
California
$356K – – –
NQWM
2803
Northwest Quadrant Wealth Management
Oregon
$355K -$18K -339 -5%
BWM
2804
BNC Wealth Management
Oregon
$354K -$1.01K -19 -0.3%
MCP
2805
Miller Capital Partners
Michigan
$354K -$53.8K -1,012 -14%
CFS
2806
Commonwealth Financial Services
West Virginia
$353K +$59.8K +1,124 +22%
MWP
2807
Meridian Wealth Partners
Pennsylvania
$353K -$5.69K -107 -2%
USWIA
2808
UP Strategic Wealth Investment Advisors
Pennsylvania
$353K – – –
MWA
2809
Motive Wealth Advisors
Michigan
$352K +$14.1K +265 +4%
KFG
2810
Kelly Financial Group
Connecticut
$352K -$3.83K -72 -1%
PWMG
2811
Private Wealth Management Group
New Jersey
$352K – – –
CCMG
2812
Connecticut Capital Management Group
Connecticut
$352K – – –
MFP
2813
Meramec Financial Planners
Missouri
$352K -$2.23K -42 -0.7%
RCWM
2814
Royal Capital Wealth Management
Indiana
$351K +$319 +6 +0.1%
GBFG
2815
Gerald Baker Financial Group
Texas
$351K +$3.35K +63 +1%
VDI
2816
Vaughan David Investments
Illinois
$351K – – –
AWP
2817
Avid Wealth Partners
Texas
$350K -$10.9K -205 -3%
PIA
2818
Powell Investment Advisors
Florida
$350K – – –
FB
2819
First Bancorp
Maine
$350K – – –
IPW
2820
Impact Partnership Wealth
Georgia
$349K +$326K +6,129 New
GIP
2821
Granite Investment Partners
California
$349K – – –
SCA
2822
Southern Capital Advisors
Tennessee
$349K +$266 +5 +0.1%
GHA
2823
Good Harbor Advisors
Massachusetts
$349K +$15.8K +298 +5%
CIS
2824
Custom Index Systems
New York
$348K -$106 -2 -0%
1IA
2825
1834 Investment Advisors
Wisconsin
$347K +$4.2K +79 +1%
111 112
113
114 115