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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
SFI
1776
SPC Financial Inc
Maryland
$269K -$38K -1,400 -11%
RW
1777
REDW Wealth
New Mexico
$269K +$43.4K +1,600 +17%
CFG
1778
Cooper Financial Group
California
$268K +$295K +10,870 New
SA
1779
Sunesis Advisors
Kansas
$268K +$295K +10,873 New
RPG
1780
Resource Planning Group
Georgia
$267K +$294K +10,824 New
WGA
1781
Weather Gauge Advisory
Virginia
$267K +$294K +10,850 New
CAW
1782
Cornerstone Advisors (Washington)
Washington
$266K -$10.7K -396 -4%
SMC
1783
Smith, Moore & Co
Missouri
$265K -$98.8K -3,643 -25%
PFSC
1784
Peoples Financial Services Corp
Pennsylvania
$265K +$43.4K +1,600 +18%
SJL
1785
Shayne & Jacobs LLC
Tennessee
$264K – – –
WA
1786
Waverly Advisors
Alabama
$262K -$1.39M -51,192 -83%
BC
1787
Brinker Capital
Pennsylvania
$262K -$613K -22,582 -68%
MWPCG
1788
Measured Wealth Private Client Group
New Hampshire
$262K -$66.5K -2,451 -19%
WBC
1789
West Branch Capital
Massachusetts
$261K – – –
MA
1790
MONECO Advisors
Connecticut
$261K +$287K +10,582 New
GIA
1791
Guyasuta Investment Advisors
Pennsylvania
$260K -$5.43K -200 -2%
MC
1792
Miramar Capital
Illinois
$260K +$246K +9,078 New
LC
1793
Loews Corp
New York
$259K -$4.07M -150,000 -93%
IIM
1794
Ipswich Investment Management
Massachusetts
$258K – – –
PIA
1795
Pinion Investment Advisors
Kansas
$258K +$29.5K +1,089 +12%
TC
1796
Trust Company
Kansas
$258K +$45.2K +1,666 +19%
THWM
1797
Taylor Hoffman Wealth Management
Virginia
$257K -$6.51K -240 -2%
EA
1798
Emerald Advisers
Pennsylvania
$257K – – –
OIA
1799
OneDigital Investment Advisors
Kansas
$256K -$112K -4,128 -28%
CA
1800
Continuum Advisory
Idaho
$255K -$50.3K -1,855 -15%
70 71
72
73 74