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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
RA
1601
Riversedge Advisors
Delaware
$619K +$30K +1,118 +6%
LCM
1602
Lucas Capital Management
New Jersey
$619K +$547K +20,420 New
LAIC
1603
Lederer & Associates Investment Counsel
California
$618K – – –
PFM
1604
Parsec Financial Management
North Carolina
$617K -$10.6K -395 -2%
RF
1605
Rollins Financial
Georgia
$617K +$546K +20,362 New
VFG
1606
V2 Financial group
Illinois
$617K +$545K +20,350 New
NAS
1607
Nicolet Advisory Services
Wisconsin
$615K +$10.3K +386 +2%
POIA
1608
Pin Oak Investment Advisors
Texas
$614K -$28.9K -1,080 -5%
IRC
1609
Investors Research Corp
Georgia
$612K – – –
NA
1610
Navellier & Associates
Nevada
$612K – – –
PFGIA
1611
Patriot Financial Group Insurance Agency
Massachusetts
$612K +$12.9K +482 +2%
KP
1612
Keel Point
Alabama
$611K -$110K -4,088 -17%
LWM
1613
Liberty Wealth Management
California
$611K -$13.2K -492 -2%
PFS
1614
Physicians Financial Services
North Carolina
$609K -$133K -4,948 -20%
AWAP
1615
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$609K +$539K +20,094 New
SIG
1616
Sargent Investment Group
Maryland
$608K -$23.1K -860 -4%
DCM
1617
Donaldson Capital Management
Indiana
$608K +$31.9K +1,190 +6%
MA
1618
MCF Advisors
Kentucky
$607K -$83.3K -3,108 -13%
BWAM
1619
Boyd Watterson Asset Management
Ohio
$607K +$293K +10,924 +120%
BFG
1620
Barber Financial Group
Kansas
$606K -$7.05K -263 -1%
GP
1621
Geneva Partners
Wisconsin
$606K +$536K +20,000 New
JWM
1622
Jupiter Wealth Management
Colorado
$606K +$536K +20,000 New
MW
1623
Marcum Wealth
Ohio
$605K +$35.4K +1,322 +7%
MSFS
1624
Main Street Financial Solutions
Pennsylvania
$605K +$535K +19,947 New
SWA
1625
SOA Wealth Advisors
New York
$603K +$491K +18,305 New
63 64
65
66 67