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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
SFO
3076
Stenger Family Office
Illinois
$228K +$17.4K +337 +8%
CAM
3077
Claret Asset Management
Quebec, Canada
$228K -$19.1K -370 -7%
LWM
3078
Lakeridge Wealth Management
Ohio
$228K +$12.1K +234 +5%
GT
3079
GreatBanc Trust
Illinois
$228K -$2.68K -52 -1%
5W
3080
5T Wealth
California
$227K -$155 -3 -0.1%
EFL
3081
ERn Financial LLC
Wisconsin
$227K -$3.46K -67 -1%
BFWM
3082
Bright Futures Wealth Management
New York
$227K +$240K +4,653 New
HIG
3083
Heritage Investment Group
Florida
$227K -$722 -14 -0.3%
AFP
3084
ATLas Financial Planning
Georgia
$226K -$39.6K -767 -14%
PFC
3085
Phocas Financial Corp
California
$226K – – –
SP
3086
Symmetry Partners
Connecticut
$226K -$9.13K -177 -4%
CFFP
3087
Center for Financial Planning
Michigan
$226K – – –
PA
3088
Prossimo Advisors
California
$226K +$25.5K +494 +12%
FWM
3089
Foguth Wealth Management
Michigan
$225K +$225K +4,369 New
MPCG
3090
Matrix Private Capital Group
New York
$224K – – –
CWA
3091
Crusonia Wealth Advisors
Colorado
$223K +$38.6K +748 +20%
PSP
3092
Principal Street Partners
Tennessee
$223K -$3.51K -68 -1%
LFASL
3093
Lugano Financial Advisors SA (LFA)
Switzerland
$223K – – –
FC
3094
Financial Consulate
Maryland
$222K +$22.4K +434 +11%
HDIM
3095
Hanson & Doremus Investment Management
Vermont
$222K -$12.9K -250 -5%
NG
3096
Northstar Group
New York
$222K -$8.72K -169 -4%
4A
3097
4Wealth Advisors
Illinois
$221K +$413 +8 +0.2%
CCM
3098
Collar Capital Management
Wisconsin
$221K – – –
DI
3099
Disciplined Investments
Oklahoma
$221K -$3.77K -73 -2%
AFGAS
3100
Allegiance Financial Group Advisory Services
Virginia
$220K -$12.3K -239 -5%
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