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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
FFG
1701
Fiduciary Financial Group
California
$854K +$741K +19,346 New
AFS
1702
Aft Forsyth & Sober
Florida
$853K – – –
VV
1703
Verity & Verity
South Carolina
$852K +$262K +6,827 +47%
AFPL
1704
Advus Financial Partners, LLC
Florida
$850K -$114K -2,983 -12%
AFG
1705
Allegheny Financial Group
Pennsylvania
$849K +$94.9K +2,476 +13%
WC
1706
Waterloo Capital
Texas
$848K +$543K +14,157 +197%
NHT
1707
New Hampshire Trust
New Hampshire
$847K – – –
MC
1708
Miramar Capital
Illinois
$844K +$26.8K +700 +3%
PA
1709
PFW Advisors
Georgia
$843K -$16.6K -432 -2%
WPA
1710
West Paces Advisors
Georgia
$843K -$25.6K -667 -3%
LA
1711
LexAurum Advisors
Kansas
$843K +$47.3K +1,235 +6%
MFGM
1712
Marshall Financial Group (Maryland)
Maryland
$839K -$920 -24 -0.1%
MWP
1713
Madison Wealth Partners
Wisconsin
$836K -$15.3K -400 -2%
PBO
1714
Peoples Bank (Ohio)
Ohio
$836K -$9.58K -250 -1%
TTWM
1715
TCV Trust & Wealth Management
Virginia
$834K -$11.9K -310 -1%
BIA
1716
Bigelow Investment Advisors
Maine
$833K -$1.5K -39 -0.2%
CA
1717
Calton & Associates
Florida
$825K +$17.6K +459 +2%
CCC
1718
Chelsea Counsel Company
California
$823K +$766K +20,000 +2,857%
AC
1719
Allstate Corporation
Illinois
$822K – – –
BIAS
1720
Beacon Investment Advisory Services
New Jersey
$821K -$72.1K -1,882 -8%
NS
1721
NBC Securities
Alabama
$820K -$220K -5,744 -22%
OFA
1722
Oak Family Advisors
Illinois
$818K +$788K +20,571 New
NGA
1723
Naples Global Advisors
Florida
$817K -$183K -4,777 -19%
LJAC
1724
L.J. Altfest & Co
New York
$817K +$5.4K +141 +0.7%
TWA
1725
TCI Wealth Advisors
Arizona
$817K +$4.79K +125 +0.6%
67 68
69
70 71