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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
FA
3151
Financial Alternatives
California
$246K – – –
BFA
3152
Brendel Financial Advisors
New Hampshire
$245K – – –
PA
3153
Prossimo Advisors
California
$244K -$18.5K -348 -8%
SFG
3154
Shum Financial Group
California
$243K +$227K +4,267 New
BWP
3155
Bernardo Wealth Planning
Pennsylvania
$243K +$227K +4,265 New
DBG
3156
De Burlo Group
Massachusetts
$242K – – –
ODFS
3157
O'Donnell Financial Services
California
$241K +$225K +4,238 New
GPW
3158
Gray Private Wealth
Massachusetts
$241K -$3.14K -59 -1%
CFFP
3159
Center for Financial Planning
Michigan
$240K -$22.3K -420 -9%
NG
3160
Northstar Group
New York
$240K -$18K -339 -7%
BCM
3161
Basso Capital Management
Connecticut
$239K +$223K +4,200 New
RPA
3162
Rock Point Advisors
Vermont
$239K – – –
SFG
3163
Synergy Financial Group
California
$239K +$2.61K +49 +1%
IDA
3164
Intelligence Driven Advisers
California
$238K +$222K +4,180 New
CCMIC
3165
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$238K -$61.7K -1,160 -22%
EIA
3166
Eastover Investment Advisors
North Carolina
$238K -$16K -300 -7%
T
3167
Tidemark
California
$237K +$1.7K +32 +0.8%
WWC
3168
Waypoint Wealth Counsel
Georgia
$237K -$177K -3,323 -44%
TWM
3169
TSA Wealth Management
Texas
$237K – – –
HCWM
3170
Hidden Cove Wealth Management
Washington
$236K +$220K +4,137 New
AF
3171
Apollon Financial
South Carolina
$236K +$220K +4,137 New
TWM
3172
Tripletail Wealth Management
Florida
$236K – – –
SDWIA
3173
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$236K -$6.97K -131 -3%
BIA
3174
Barry Investment Advisors
Massachusetts
$236K -$7.34K -138 -3%
TIM
3175
Tortoise Investment Management
New York
$236K +$220K +4,134 New
125 126
127
128 129