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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
CFS
3001
Commonwealth Financial Services
West Virginia
$247K +$41K +794 +19%
EWM
3002
Elmwood Wealth Management
California
$247K +$8.51K +165 +3%
AIP
3003
Avail Investment Partners
Pennsylvania
$247K +$262K +5,075 New
MHC
3004
Meyer Handelman Company
New York
$247K – – –
SWA
3005
Strategies Wealth Advisors
Michigan
$247K -$12.2K -236 -4%
HP
3006
Holistic Planning
Texas
$247K +$3.1K +60 +1%
TBT
3007
Texas Bank & Trust
Texas
$247K -$206K -3,990 -44%
FNB
3008
Farmers National Bank
Kentucky
$246K – – –
GEA
3009
Glen Eagle Advisors
New Jersey
$246K +$103 +2 +0%
DOA
3010
D'Orazio & Associates
Virginia
$246K -$66.3K -1,285 -20%
JFGLC
3011
Johnson Financial Group LLC (Colorado)
Colorado
$246K +$260K +5,036 New
GL
3012
Gerber LLC
Ohio
$245K -$18.1K -351 -7%
PAM
3013
Peak Asset Management
Colorado
$245K – – –
RFA
3014
Resurgent Financial Advisors
Georgia
$244K -$376K -7,295 -59%
CBT
3015
CoreFirst Bank & Trust
Kansas
$244K +$94.1K +1,824 +57%
PFM
3016
Phillips Financial Management
Indiana
$244K -$31.8K -617 -11%
AR
3017
Apeiron RIA
Texas
$244K -$361 -7 -0.1%
HA
3018
Harfst & Associates
Wyoming
$244K – – –
SAMC
3019
Spectrum Asset Management (California)
California
$244K +$1.14K +22 +0.4%
FCM
3020
Fieldview Capital Management
Michigan
$243K -$421K -8,154 -62%
FCFC
3021
First Commonwealth Financial Corp
Pennsylvania
$243K -$31.4K -608 -11%
FIA
3022
FNY Investment Advisers
New York
$243K +$61.9K +1,200 +32%
RHAM
3023
Round Hill Asset Management
California
$242K -$2.32K -45 -0.9%
LWM
3024
Lionshead Wealth Management
New York
$242K -$4.39K -85 -2%
PWM
3025
Purus Wealth Management
California
$242K +$464 +9 +0.2%
119 120
121
122 123