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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
ASG
2801
Ariston Services Group
California
$308K -$370K -7,167 Closed
MFP
2802
Meramec Financial Planners
Missouri
$308K – – –
S
2803
Steadtrust
Texas
$308K +$5.47K +106 +2%
MFA
2804
Morling Financial Advisors
California
$308K – – –
BSB
2805
Bangor Savings Bank
Maine
$307K – – –
MWP
2806
Meridian Wealth Partners
Pennsylvania
$307K -$17.9K -346 -5%
MFS
2807
Madrona Financial Services
Washington
$307K -$4.13K -80 -1%
GHA
2808
GW Henssler & Associates
Georgia
$307K +$929 +18 +0.3%
MIM
2809
Moseley Investment Management
Florida
$306K +$8.05K +156 +3%
FFO
2810
Fortitude Family Office
Arizona
$306K -$759K -14,704 -70%
EWA
2811
Emergent Wealth Advisors
New York
$306K +$46K +891 +17%
JGIA
2812
Jackson Grant Investment Advisers
Connecticut
$306K – – –
ESC
2813
Eurizon SLJ Capital
$306K -$373K -7,236 -54%
DWMS
2814
Dominguez Wealth Management Solutions
Virginia
$306K -$516 -10 -0.2%
IWS
2815
Insight Wealth Strategies
California
$305K -$258 -5 -0.1%
DA
2816
Dover Advisors
Virginia
$305K -$7.74K -150 -2%
MTIC
2817
Missouri Trust & Investment Company
Missouri
$305K +$6.81K +132 +2%
RIS
2818
Richmond Investment Services
Wisconsin
$305K +$94.6K +1,833 +41%
KFG
2819
Kelly Financial Group
Connecticut
$305K -$21.1K -409 -6%
PFG
2820
Putney Financial Group
California
$304K -$29.2K -565 -8%
PAS
2821
Professional Advisory Services
Florida
$304K – – –
BWM
2822
BNC Wealth Management
Oregon
$304K -$3.61K -70 -1%
GWAG
2823
Garrett Wealth Advisory Group
Texas
$304K +$321K +6,226 New
NPT
2824
National Philanthropic Trust
Pennsylvania
$303K -$179K -3,474 -36%
LGG
2825
Luts & Greenleigh Group
Maryland
$302K -$1.45K -28 -0.4%
111 112
113
114 115