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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
MRCM
1401
M&R Capital Management
New Jersey
$1.23M -$48.6K -1,410 -4%
FANJ
1402
Financial Architects (New Jersey)
New Jersey
$1.23M -$40.7K -1,181 -3%
DL
1403
DOHJ LLC
Washington
$1.22M +$130K +3,768 +11%
PI
1404
Parkside Investments
Illinois
$1.21M +$103K +3,000 +9%
AWC
1405
Abundance Wealth Counselors
Pennsylvania
$1.21M +$7.1K +206 +0.6%
EWM
1406
Empirical Wealth Management
Washington
$1.21M -$228K -6,609 -15%
IP
1407
Intellectus Partners
California
$1.21M +$205K +5,939 +19%
WMA
1408
Wealth Management Associates
New Jersey
$1.2M -$45.8K -1,331 -4%
VT
1409
Vise Technologies
New York
$1.2M +$281K +8,160 +29%
EDRIA
1410
Edmonds Duncan Registered Investment Advisors
Kansas
$1.2M – – –
KJWM
1411
Kiley Juergens Wealth Management
Washington
$1.2M +$147K +4,266 +13%
AWM
1412
Avitas Wealth Management
California
$1.2M +$1.24M +36,145 New
MPPW
1413
Mitchell & Pahl Private Wealth
Oklahoma
$1.19M -$83.6K -2,427 -6%
BEC
1414
Blue Edge Capital
Virginia
$1.19M – – –
CB
1415
Community Bank
New York
$1.19M -$20.9K -607 -2%
FOFP
1416
Fee-Only Financial Planning
South Carolina
$1.19M +$1.24M +35,917 New
MCA
1417
Millennium Capital Advisors
Arkansas
$1.19M +$10.7K +310 +0.9%
NHC
1418
Nicholas Hoffman & Company
Georgia
$1.19M +$6.13K +178 +0.5%
AI
1419
Accredited Investors
Minnesota
$1.19M +$390K +11,321 +46%
PH
1420
Pinnacle Holdings
Oklahoma
$1.18M – – –
BFA
1421
Buttonwood Financial Advisors
Maryland
$1.18M -$9.85K -286 -0.8%
FI
1422
Financial Insights
Washington
$1.18M +$594K +17,250 +94%
IAS
1423
Insigneo Advisory Services
Florida
$1.18M +$1.23M +35,602 New
OCM
1424
Orion Capital Management
California
$1.18M – – –
SAM
1425
SignalPoint Asset Management
Missouri
$1.18M +$6.48K +188 +0.5%
55 56
57
58 59