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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
MIM
3201
Meixler Investment Management
Arizona
$231K – – –
CCM
3202
CFO Capital Management
Connecticut
$231K +$222K +4,200 New
MPM
3203
Meritage Portfolio Management
Kansas
$230K -$3.96K -75 -2%
P
3204
Palladiem
Pennsylvania
$230K +$220K +4,154 New
JF
3205
JMN Financial
Ohio
$230K +$221K +4,175 New
HCWM
3206
Hidden Cove Wealth Management
Washington
$230K -$20.5K -387 -8%
LWPC
3207
Legacy Wealth Partners (Colorado)
Colorado
$229K +$220K +4,168 New
AC
3208
AIFG Consultants
New York
$229K -$100K -1,901 -31%
STA
3209
Shade Tree Advisors
New York
$229K +$220K +4,163 New
CA
3210
Corrado Advisors
New Jersey
$229K +$211 +4 +0.1%
KFS
3211
Kaizen Financial Strategies
California
$228K +$951 +18 +0.4%
TWM
3212
TSA Wealth Management
Texas
$228K +$220K +4,153 New
PC
3213
Permanens Capital
New York
$228K -$95.1K -1,799 -30%
PA
3214
Prossimo Advisors
California
$228K -$1.69K -32 -0.8%
WA
3215
Waterford Advisors
New York
$227K – – –
FC
3216
Financial Consulate
Maryland
$227K -$12.4K -235 -5%
BRWM
3217
Blue Rock Wealth Management
North Carolina
$226K -$10.6K -200 -5%
EWA
3218
Encompass Wealth Advisors
Oregon
$225K -$38.8K -734 -15%
RGC
3219
Roberts, Glore & Co
Illinois
$225K – – –
PA
3220
Planning Alternatives
Michigan
$224K +$216K +4,080 New
MCM
3221
McRae Capital Management
New Jersey
$224K – – –
VMMC
3222
V.M. Manning & Co
South Carolina
$224K -$32.5K -614 -13%
PAS
3223
PKS Advisory Services
New York
$224K -$687 -13 -0.3%
DCM
3224
Donaldson Capital Management
Indiana
$224K -$73.4K -1,388 -25%
DWM
3225
DecisionMap Wealth Management
Virginia
$223K +$9.62K +182 +5%
127 128
129
130 131