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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
LC
1451
Lindbrook Capital
California
$685K +$73.7K +2,557 +12%
RCM
1452
RB Capital Management
Nevada
$684K +$138K +4,773 +25%
NWS
1453
Newport Wealth Strategies
California
$680K +$37.6K +1,305 +6%
TCOO
1454
Trust Company of Oklahoma
Oklahoma
$675K – – –
WPA
1455
West Paces Advisors
Georgia
$674K – – –
ATFA
1456
All Terrain Financial Advisors
Minnesota
$674K -$29K -1,004 -4%
JA
1457
JOYN Advisors
Georgia
$674K +$68.4K +2,371 +11%
FWP
1458
FAS Wealth Partners
Kansas
$672K +$15.7K +545 +2%
AFNAS
1459
American Financial Network Advisory Services
California
$670K -$339K -11,754 -33%
PWPS
1460
Pinnacle Wealth Planning Services
Ohio
$668K +$102K +3,554 +18%
RCC
1461
Red Cedar Capital
Nebraska
$667K – – –
GEM
1462
Global Endowment Management
North Carolina
$666K -$535K -18,540 -45%
MF
1463
Manchester Financial
California
$665K -$38.6K -1,340 -6%
CMANY
1464
Capital Management Associates (New York)
New York
$658K +$202K +7,000 +45%
EWM
1465
Empirical Wealth Management
Washington
$654K +$80.9K +2,806 +14%
EF
1466
Empirical Finance
Pennsylvania
$653K +$7.87K +273 +1%
FA
1467
Fortis Advisors
Pennsylvania
$652K +$3.35K +116 +0.5%
GSBTD
1468
Glenview State Bank Trust Department
Illinois
$652K +$15.1K +525 +2%
RIM
1469
Redwood Investment Management
Arizona
$648K +$644K +22,321 New
GLLW
1470
Graves Light Lenhart Wealth
Virginia
$647K +$57.8K +2,004 +10%
SBSB
1471
Sullivan, Bruyette, Speros & Blaney
Virginia
$647K +$46.5K +1,611 +8%
AFG
1472
Albion Financial Group
Utah
$646K +$26.4K +917 +4%
AIA
1473
AIMZ Investment Advisors
California
$645K – – –
CCM
1474
Consolidated Capital Management
California
$644K +$41.5K +1,439 +7%
BFO
1475
Biltmore Family Office
North Carolina
$644K +$132K +4,591 +26%
57 58
59
60 61