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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
WC
2951
Weil Company
California
$214K +$215K +4,877 New
USWIA
2952
UP Strategic Wealth Investment Advisors
Pennsylvania
$214K +$214K +4,873 New
JWS
2953
Juncture Wealth Strategies
Arizona
$214K +$214K +4,872 New
BWM
2954
BKM Wealth Management
Wisconsin
$214K +$214K +4,868 New
RDFA
2955
Ritter Daniher Financial Advisory
Ohio
$214K -$1.67K -38 -0.8%
ACM
2956
Ascent Capital Management
Oregon
$214K +$214K +4,858 New
GWM
2957
Gray Wealth Management
Maine
$213K -$9.63K -219 -4%
BBPWM
2958
Blue Bell Private Wealth Management
Pennsylvania
$213K +$4.31K +98 +2%
FFM
2959
Flagstone Financial Management
Nebraska
$213K +$213K +4,836 New
5W
2960
5T Wealth
California
$212K +$213K +4,834 New
MYIA
2961
Mount Yale Investment Advisors
Colorado
$212K -$49.5K -1,126 -19%
MAA
2962
Mraz Amerine & Associates
California
$212K +$212K +4,827 New
LI
2963
LifeWealth Investments
Florida
$212K +$212K +4,822 New
IDA
2964
Intelligence Driven Advisers
California
$212K +$212K +4,813 New
BW
2965
Blalock Williams
Alabama
$211K +$212K +4,810 New
WCM
2966
Wallace Capital Management
Texas
$211K +$211K +4,794 New
NG
2967
Northstar Group
New York
$210K -$32.1K -729 -13%
CIG
2968
Cairn Investment Group
Washington
$210K +$210K +4,768 New
IRAG
2969
Investment Research & Advisory Group
Georgia
$210K – – –
MAC
2970
Mason & Associates (California)
California
$210K +$210K +4,776 New
GSIS
2971
Global Strategic Investment Solutions
Arizona
$209K +$209K +4,760 New
KFS
2972
Kelly Financial Services
Massachusetts
$209K +$209K +4,753 New
LSIA
2973
LaSalle St. Investment Advisors
Illinois
$208K +$209K +4,745 New
WIA
2974
Wetzel Investment Advisors
Indiana
$208K +$208K +4,726 New
FWTB
2975
First Western Trust Bank
Colorado
$208K +$208K +4,724 New
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119
120 121