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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
BAWM
2876
Bennett Associates Wealth Management
Pennsylvania
$237K +$5.54K +126 +2%
PFC
2877
Poplar Forest Capital
California
$236K – – –
QCIG
2878
Quad-Cities Investment Group
Iowa
$236K +$264 +6 +0.1%
FUBT
2879
First United Bank & Trust
Maryland
$236K +$440 +10 +0.2%
JHP
2880
James Hambro & Partners
United Kingdom
$236K – – –
MF
2881
Meridian Financial
Massachusetts
$235K -$33K -750 -12%
NIM
2882
Nexus Investment Management
Ontario, Canada
$235K – – –
AFA
2883
Alpha Financial Advisors
North Carolina
$235K -$1.14K -26 -0.5%
BCMO
2884
Buckingham Capital Management (Ohio)
Ohio
$235K +$4.62K +105 +2%
MWS
2885
MFA Wealth Services
California
$235K +$235K +5,336 New
A
2886
Argentarii
Ohio
$234K +$234K +5,322 New
GWA
2887
Gibson Wealth Advisors
Texas
$234K – – –
SWMP
2888
Signature Wealth Management Partners
New Jersey
$234K -$22.8K -518 -9%
VBFG
2889
Vishria Bird Financial Group
Tennessee
$233K -$32.5K -739 -12%
VBWMG
2890
Von Berge Wealth Management Group
California
$232K -$1.58K -36 -0.7%
RCM
2891
Requisite Capital Management
Texas
$232K +$232K +5,276 New
MSG
2892
Main Street Group
Virginia
$232K – – –
SPWG
2893
Syntegra Private Wealth Group
Missouri
$230K +$230K +5,229 New
TPWM
2894
Twelve Points Wealth Management
Massachusetts
$230K -$158K -3,581 -41%
CCFM
2895
Clear Creek Financial Management
Washington
$230K +$4.14K +94 +2%
SFGP
2896
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$230K +$230K +5,225 New
EIA
2897
Eastover Investment Advisors
North Carolina
$230K +$230K +5,223 New
SPG
2898
Strategic Planning Group
Utah
$229K -$698K -15,857 -75%
GKIM
2899
GW&K Investment Management
Massachusetts
$229K +$8.1K +184 +4%
S4W
2900
Solutions 4 Wealth
Texas
$229K -$16.8K -382 -7%
114 115
116
117 118