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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
HFRG
1451
Houlihan Financial Resource Group
Virginia
$582K +$530K +21,270 New
MHIC
1452
Marble Harbor Investment Counsel
Massachusetts
$581K – – –
KF
1453
Krilogy Financial
Missouri
$579K +$8.66K +348 +1%
BFA
1454
Bragg Financial Advisors
North Carolina
$579K +$36.1K +1,450 +6%
TI
1455
Tidal Investments
Wisconsin
$578K +$109K +4,382 +22%
SAS
1456
Stelac Advisory Services
New York
$578K +$128K +5,135 +27%
CAMG
1457
CWA Asset Management Group
Florida
$575K -$8.34K -335 -1%
CAM
1458
Close Asset Management
United Kingdom
$575K – – –
LB
1459
Legacy Bridge
Iowa
$571K +$37.3K +1,500 +7%
GPA
1460
Garrison Point Advisors
California
$570K +$3.69K +148 +0.6%
HPWM
1461
Highland Private Wealth Management
Washington
$570K +$101K +4,070 +21%
SIM
1462
SSI Investment Management
California
$569K -$13.7K -550 -2%
III
1463
Independent Investors Inc
New York
$569K +$37.3K +1,500 +7%
XS
1464
XR Securities
Illinois
$568K +$587K +23,573 New
BWCS
1465
Beirne Wealth Consulting Services
Connecticut
$562K -$2.16M -86,760 -79%
CIA
1466
Choate Investment Advisors
Massachusetts
$560K +$37.4K +1,502 +7%
BO
1467
BRR OpCo
Ohio
$560K +$265K +10,650 +84%
EI
1468
Ellevest Inc
New York
$558K +$90.8K +3,645 +19%
MA
1469
MCF Advisors
Kentucky
$557K -$76.8K -3,083 -12%
GSWM
1470
Golden State Wealth Management
California
$555K -$306K -12,280 -35%
WCM
1471
Whitener Capital Management
North Carolina
$554K -$39K -1,566 -6%
PAG
1472
Pinnacle Advisory Group
Maryland
$554K +$1.25K +50 +0.2%
MF
1473
Manchester Financial
California
$552K – – –
BHTS
1474
Bar Harbor Trust Services
Maine
$552K +$44.9K +1,803 +9%
MWM
1475
Mission Wealth Management
California
$551K +$38.1K +1,532 +7%
57 58
59
60 61