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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
GBWM
3201
Granite Bay Wealth Management
New Hampshire
$227K +$212K +3,990 New
ADBIC
3202
A.D. Beadell Investment Counsel
Wisconsin
$227K +$213K +4,000 New
SDWMA
3203
Schneider Downs Wealth Management Advisors
Pennsylvania
$227K +$212K +3,982 New
HTIM
3204
Harbour Trust & Investment Management
Indiana
$227K +$212K +3,982 New
TF
3205
Tenzing Financial
Virginia
$227K +$1.22K +23 +0.6%
XPN
3206
XY Planning Network
Montana
$227K +$212K +3,978 New
KFS
3207
Kaizen Financial Strategies
California
$226K +$2.5K +47 +1%
FWM
3208
Foguth Wealth Management
Michigan
$226K -$33.2K -625 -14%
MTC
3209
McDaniel Terry & Co
Texas
$226K +$211K +3,965 New
LT
3210
Legacy Trust
Michigan
$226K +$211K +3,962 New
AIS
3211
AM Investment Strategies
Tennessee
$225K +$210K +3,941 New
CCAL
3212
City Center Advisors LLC
Michigan
$225K +$210K +3,943 New
QA
3213
Quattro Advisors
Pennsylvania
$225K +$210K +3,940 New
FWM
3214
FMA Wealth Management
Massachusetts
$224K +$209K +3,932 New
WAM
3215
Winslow Asset Management
Ohio
$224K +$209K +3,930 New
MCM
3216
McRae Capital Management
New Jersey
$224K +$209K +3,925 New
CB
3217
Chris Bulman
California
$223K +$208K +3,905 New
IP
3218
Isthmus Partners
Wisconsin
$222K +$208K +3,902 New
CFM
3219
Cornerstone Financial Management
Massachusetts
$222K +$16.2K +304 +8%
MIM
3220
Meixler Investment Management
Arizona
$222K +$207K +3,900 New
TCM
3221
Telos Capital Management
California
$222K +$207K +3,898 New
WSWA
3222
Warren Street Wealth Advisors
California
$221K +$206K +3,877 New
SFG
3223
Sunburst Financial Group
Alabama
$221K +$206K +3,874 New
NMCM
3224
Nicholson Meyer Capital Management
Missouri
$220K +$206K +3,867 New
APW
3225
Allied Private Wealth
Florida
$220K +$201K +3,776 New
127 128
129
130 131