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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
1601
Foresight Wealth Management
Utah
$831K +$106K +2,579 +15%
NWA
1602
New World Advisors
Massachusetts
$831K +$826K +20,148 New
DHFB
1603
Dixon Hubard Feinour & Brown
Virginia
$830K -$267K -6,516 -24%
IP
1604
Intellectus Partners
California
$830K -$49.4K -1,205 -6%
LWM
1605
Liberty Wealth Management
California
$830K +$26.2K +639 +3%
BFG
1606
Barber Financial Group
Kansas
$827K +$2.54K +62 +0.3%
SIG
1607
Sargent Investment Group
Maryland
$826K – – –
SFP
1608
Shepherd Financial Partners
Massachusetts
$826K +$124K +3,025 +18%
SP
1609
Sarasin & Partners
United Kingdom
$825K – – –
CWP
1610
Concord Wealth Partners
Virginia
$825K +$156K +3,803 +23%
IRC
1611
Investors Research Corp
Georgia
$822K -$9.84K -240 -1%
AG
1612
AIA Group
Hong Kong
$822K +$913K +22,263 New
TF
1613
TLWM Financial
Texas
$821K +$6.31K +154 +0.8%
T
1614
TRUADVICE
Florida
$819K +$94.9K +2,316 +12%
OL
1615
Optas LLC
Texas
$818K -$80.1K -1,954 -9%
HR
1616
Hayden Royal
North Carolina
$818K -$11.1K -270 -1%
BCM
1617
BTR Capital Management
California
$816K +$8.2K +200 +1%
LCM
1618
Leisure Capital Management
California
$815K – – –
JFA
1619
JNBA Financial Advisors
Minnesota
$815K +$22.2K +542 +3%
OWA
1620
One Wealth Advisors
California
$815K +$72.6K +1,770 +10%
RIM
1621
Redwood Investment Management
Arizona
$813K +$132K +3,225 +20%
CSPIA
1622
Cary Street Partners Investment Advisory
Virginia
$812K +$62.3K +1,520 +8%
AWM
1623
Accel Wealth Management
Iowa
$803K +$2.83K +69 +0.4%
PLFAM
1624
Pineno Levin & Ford Asset Management
Virginia
$803K +$10.5K +255 +1%
KOCAA
1625
Knights of Columbus Asset Advisors
Connecticut
$802K -$5.64M -137,527 -88%
63 64
65
66 67