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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
HH
1701
Hilltop Holdings
Texas
$624K -$1.31M -39,629 -64%
MFGM
1702
Marshall Financial Group (Maryland)
Maryland
$622K +$16.5K +500 +2%
VFA
1703
Voya Financial Advisors
Connecticut
$622K +$372K +11,268 +105%
NFA
1704
Northern Financial Advisors
Michigan
$617K +$713K +21,585 New
OPA
1705
Old Port Advisors
Maine
$616K -$32.6K -987 -4%
BOS
1706
Bank of Stockton
California
$616K +$710K +21,523 New
WA
1707
Waddell & Associates
Tennessee
$614K -$2.77K -84 -0.4%
AFS
1708
Aft Forsyth & Sober
Florida
$613K – – –
TTWM
1709
TCV Trust & Wealth Management
Virginia
$612K +$31.6K +957 +5%
MSAM
1710
Moloney Securities Asset Management
Missouri
$612K +$15K +454 +2%
AAS
1711
Annex Advisory Services
Wisconsin
$611K -$9.25M -280,295 -93%
PWM
1712
PBMares Wealth Management
Virginia
$610K -$25.6K -776 -4%
LWP
1713
LMG Wealth Partners
Louisiana
$610K +$18.7K +566 +3%
PWMG
1714
Prestige Wealth Management Group
New Jersey
$608K -$4.46K -135 -0.6%
PPP
1715
Private Portfolio Partners
New Jersey
$608K +$37.4K +1,132 +6%
JFA
1716
JNBA Financial Advisors
Minnesota
$607K +$11.4K +346 +2%
WW
1717
Waterfront Wealth
Kansas
$605K -$5.94K -180 -0.8%
TPW
1718
Transatlantique Private Wealth
New York
$603K -$614K -18,615 -47%
FPA
1719
First Pacific Advisors
California
$601K – – –
VA
1720
Valmark Advisers
Ohio
$600K -$2.9K -88 -0.4%
BFWA
1721
Benchmark Financial Wealth Advisors
Florida
$600K +$107K +3,245 +18%
CAM
1722
Congress Asset Management
Massachusetts
$600K -$21.3K -645 -3%
RCM
1723
Raleigh Capital Management
North Carolina
$600K +$60.2K +1,823 +10%
FIM
1724
Freedom Investment Management
Connecticut
$599K -$79.1K -2,396 -10%
CNBTD
1725
Citizens National Bank Trust Department
Mississippi
$598K -$2.48K -75 -0.4%
67 68
69
70 71