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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
MAG
3026
MRA Advisory Group
New Jersey
$211K +$188K +4,458 New
TCWM
3027
Total Clarity Wealth Management
Illinois
$211K +$188K +4,457 New
FNB
3028
Farmers National Bank
Kentucky
$211K +$188K +4,457 New
BMM
3029
Berkshire Money Management
Massachusetts
$211K +$187K +4,456 New
CTA
3030
Chesley Taft & Associates
Illinois
$211K +$187K +4,455 New
KFS
3031
Kaizen Financial Strategies
California
$211K +$187K +4,453 New
MPM
3032
Meritage Portfolio Management
Kansas
$211K +$187K +4,453 New
SAMC
3033
Spectrum Asset Management (California)
California
$211K +$187K +4,451 New
HA
3034
Hofer & Associates
California
$210K +$187K +4,448 New
CWA
3035
CogentBlue Wealth Advisors
Tennessee
$210K +$187K +4,446 New
AIA
3036
Accelerate Investment Advisors
California
$210K -$51.4K -1,221 -22%
LFASL
3037
Lugano Financial Advisors SA (LFA)
Switzerland
$209K +$51.1K +1,214 +38%
FDDB
3038
Fidelity D&D Bancorp
Pennsylvania
$209K +$186K +4,424 New
FA
3039
Financial Alternatives
California
$209K +$186K +4,415 New
TPWM
3040
Twelve Points Wealth Management
Massachusetts
$209K -$21K -500 -10%
TWM
3041
Tripletail Wealth Management
Florida
$208K +$190K +4,513 New
HAS
3042
Holland Advisory Services
Florida
$208K +$185K +4,396 New
CPC
3043
Congress Park Capital
New York
$208K +$185K +4,395 New
DOA
3044
D'Orazio & Associates
Virginia
$208K -$125K -2,971 -40%
IA
3045
Intellus Advisors
Florida
$208K +$185K +4,390 New
EFL
3046
ERn Financial LLC
Wisconsin
$208K -$727K -17,276 -80%
CCM
3047
Canal Capital Management
Virginia
$207K +$184K +4,384 New
RFA
3048
RTD Financial Advisors
Pennsylvania
$207K +$184K +4,380 New
TFG
3049
Taylor Financial Group
Virginia
$206K +$184K +4,363 New
AWA
3050
Acorn Wealth Advisors
Michigan
$206K +$183K +4,360 New
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122
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