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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
HIG
3076
Heritage Investment Group
Florida
$227K -$722 -14 -0.3%
AFP
3077
ATLas Financial Planning
Georgia
$226K -$39.6K -767 -14%
PFC
3078
Phocas Financial Corp
California
$226K – – –
SP
3079
Symmetry Partners
Connecticut
$226K -$9.13K -177 -4%
CFFP
3080
Center for Financial Planning
Michigan
$226K – – –
PA
3081
Prossimo Advisors
California
$226K +$25.5K +494 +12%
FWM
3082
Foguth Wealth Management
Michigan
$225K +$225K +4,369 New
MPCG
3083
Matrix Private Capital Group
New York
$224K – – –
CWA
3084
Crusonia Wealth Advisors
Colorado
$223K +$38.6K +748 +20%
PSP
3085
Principal Street Partners
Tennessee
$223K -$3.51K -68 -1%
LFASL
3086
Lugano Financial Advisors SA (LFA)
Switzerland
$223K – – –
FC
3087
Financial Consulate
Maryland
$222K +$22.4K +434 +11%
HDIM
3088
Hanson & Doremus Investment Management
Vermont
$222K -$12.9K -250 -5%
NG
3089
Northstar Group
New York
$222K -$8.72K -169 -4%
4A
3090
4Wealth Advisors
Illinois
$221K +$413 +8 +0.2%
CCM
3091
Collar Capital Management
Wisconsin
$221K – – –
DI
3092
Disciplined Investments
Oklahoma
$221K -$3.77K -73 -2%
AFGAS
3093
Allegiance Financial Group Advisory Services
Virginia
$220K -$12.3K -239 -5%
CIM
3094
Catalyst Investment Management
New Hampshire
$220K -$44.8K -869 -18%
EP
3095
Essential Partners
California
$220K -$31.6K -613 -12%
TI
3096
Truepoint Inc
Ohio
$220K +$15.4K +298 +7%
JF
3097
JSF Financial
California
$220K +$43K +834 +23%
P
3098
Palladiem
Pennsylvania
$219K +$310 +6 +0.1%
PWM
3099
Parkway Wealth Management
Texas
$219K +$215K +4,158 New
AAMG
3100
AMG Asset Management Group
Georgia
$219K +$232K +4,490 New
122 123
124
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