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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
SGFG
3026
Silver Grove Financial Group
New York
$281K +$31.3K +592 +13%
PHAM
3027
Palisades Hudson Asset Management
Florida
$280K – – –
MLFP
3028
MPS Loria Financial Planners
Illinois
$280K +$1K +19 +0.4%
SL
3029
Salomon & Ludwin
Virginia
$280K +$41.3K +782 +19%
API
3030
Asset Planning Inc
California
$280K +$1.06K +20 +0.4%
AC
3031
Addison Capital
Pennsylvania
$279K -$176K -3,331 -40%
MHC
3032
Meyer Handelman Company
New York
$279K – – –
LWM
3033
Lionshead Wealth Management
New York
$278K +$7.77K +147 +3%
WWM
3034
Westwood Wealth Management
California
$278K +$267K +5,054 New
FNB
3035
Farmers National Bank
Kentucky
$278K – – –
FH
3036
Financial Harvest
Florida
$278K +$3.17K +60 +1%
GEA
3037
Glen Eagle Advisors
New Jersey
$277K -$19.1K -362 -7%
CAM
3038
Claret Asset Management
Quebec, Canada
$277K -$6.55K -124 -2%
LSIA
3039
LaSalle St. Investment Advisors
Illinois
$277K +$20.2K +383 +8%
BOC
3040
Bull Oak Capital
California
$277K – – –
HIF
3041
Hill Island Financial
Michigan
$277K +$2.06K +39 +0.8%
SHWA
3042
Safe Harbor Wealth Advisors
Ohio
$277K +$279K +5,270 New
DG
3043
Dala Group
Illinois
$276K +$266K +5,023 New
CFO
3044
Custos Family Office
Texas
$276K -$581 -11 -0.2%
PAM
3045
Peak Asset Management
Colorado
$276K -$3.17K -60 -1%
RHAM
3046
Round Hill Asset Management
California
$276K -$82.5K -1,560 -24%
AWA
3047
Acorn Wealth Advisors
Michigan
$276K -$8.19K -155 -3%
BWP
3048
BSW Wealth Partners
Colorado
$275K -$740 -14 -0.3%
HP
3049
Holistic Planning
Texas
$275K +$43.2K +818 +20%
HA
3050
Harfst & Associates
Wyoming
$275K – – –
120 121
122
123 124