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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
1701
Stevens Capital Management
Pennsylvania
$973K +$101K +2,259 +11%
SIA
1702
Schear Investment Advisers
Ohio
$973K -$16.6K -372 -2%
BOM
1703
Bank of Marin
California
$973K – – –
WF
1704
Wayfinding Financial
Washington
$971K +$6.37K +143 +0.6%
GCA
1705
Gradient Capital Advisors
California
$971K +$3.3K +74 +0.3%
OCM
1706
Orion Capital Management
California
$969K -$39.2K -879 -4%
HFRG
1707
Houlihan Financial Resource Group
Virginia
$967K +$3.3K +74 +0.3%
UCI
1708
Uncommon Cents Investing
Wisconsin
$964K -$68K -1,525 -6%
WA
1709
WealthTrust Axiom
Pennsylvania
$963K -$132K -2,970 -11%
CCP
1710
Cassia Capital Partners
North Carolina
$963K +$356K +7,995 +53%
MFG
1711
Menard Financial Group
Texas
$961K +$129K +2,905 +14%
SP
1712
Sarasin & Partners
United Kingdom
$960K -$312K -7,000 -23%
JFGIW
1713
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$959K +$551K +12,373 +117%
BBA
1714
BLB&B Advisors
Pennsylvania
$957K -$102K -2,289 -9%
AWM
1715
AllSquare Wealth Management
New York
$954K +$17.8K +400 +2%
FAI
1716
Fiduciary Advisors Inc
Missouri
$953K – – –
TA
1717
TruWealth Advisors
Louisiana
$952K -$89.2K -2,001 -8%
BWA
1718
Beam Wealth Advisors
Louisiana
$952K +$20.4K +458 +2%
T
1719
Transce3nd
Texas
$951K -$33.8K -759 -3%
AG
1720
Algert Global
California
$950K +$80.2K +1,800 +9%
PGWM
1721
Pitti Group Wealth Management
New York
$949K +$1.25K +28 +0.1%
IA
1722
Insight Advisors
Pennsylvania
$945K +$4.41K +99 +0.4%
CWP
1723
Clark Wealth Partners
Illinois
$945K +$936 +21 +0.1%
RL
1724
Rogco LP
Oklahoma
$944K +$134K +3,012 +15%
ST
1725
Sentinel Trust
Texas
$944K -$236K -5,285 -19%
67 68
69
70 71