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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
JWS
2951
Juncture Wealth Strategies
Arizona
$214K +$214K +4,872 New
BWM
2952
BKM Wealth Management
Wisconsin
$214K +$214K +4,868 New
RDFA
2953
Ritter Daniher Financial Advisory
Ohio
$214K -$1.67K -38 -0.8%
ACM
2954
Ascent Capital Management
Oregon
$214K +$214K +4,858 New
GWM
2955
Gray Wealth Management
Maine
$213K -$9.63K -219 -4%
BBPWM
2956
Blue Bell Private Wealth Management
Pennsylvania
$213K +$4.31K +98 +2%
FFM
2957
Flagstone Financial Management
Nebraska
$213K +$213K +4,836 New
5W
2958
5T Wealth
California
$212K +$213K +4,834 New
MYIA
2959
Mount Yale Investment Advisors
Colorado
$212K -$49.5K -1,126 -19%
MAA
2960
Mraz Amerine & Associates
California
$212K +$212K +4,827 New
LI
2961
LifeWealth Investments
Florida
$212K +$212K +4,822 New
IDA
2962
Intelligence Driven Advisers
California
$212K +$212K +4,813 New
BW
2963
Blalock Williams
Alabama
$211K +$212K +4,810 New
WCM
2964
Wallace Capital Management
Texas
$211K +$211K +4,794 New
NG
2965
Northstar Group
New York
$210K -$32.1K -729 -13%
CIG
2966
Cairn Investment Group
Washington
$210K +$210K +4,768 New
IRAG
2967
Investment Research & Advisory Group
Georgia
$210K – – –
MAC
2968
Mason & Associates (California)
California
$210K +$210K +4,776 New
GSIS
2969
Global Strategic Investment Solutions
Arizona
$209K +$209K +4,760 New
KFS
2970
Kelly Financial Services
Massachusetts
$209K +$209K +4,753 New
LSIA
2971
LaSalle St. Investment Advisors
Illinois
$208K +$209K +4,745 New
WIA
2972
Wetzel Investment Advisors
Indiana
$208K +$208K +4,726 New
FWTB
2973
First Western Trust Bank
Colorado
$208K +$208K +4,724 New
PW
2974
Peninsula Wealth
California
$207K -$5.81K -132 -3%
EE
2975
EWG Elevate
California
$207K +$207K +4,715 New
117 118
119
120 121