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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
1776
SOA Wealth Advisors
New York
$729K +$33.1K +965 +5%
MMA
1777
Miracle Mile Advisors
California
$729K +$13.3K +388 +2%
BDF
1778
Black Diamond Financial
Maryland
$728K – – –
DWM
1779
Drive Wealth Management
Utah
$727K -$47.6K -1,387 -7%
WFAG
1780
Worth Financial Advisory Group
North Carolina
$727K +$3.54K +103 +0.5%
MSAM
1781
Moloney Securities Asset Management
Missouri
$726K -$71.2K -2,073 -10%
AWM
1782
Accel Wealth Management
Iowa
$726K -$1.3K -38 -0.2%
MFG
1783
MidWestOne Financial Group
Iowa
$725K -$227K -6,603 -26%
AIA
1784
AIMZ Investment Advisors
California
$724K -$36.9K -1,075 -5%
LCM
1785
LVM Capital Management
Michigan
$723K -$25.5K -742 -4%
TC
1786
TAGStone Capital
North Carolina
$723K +$3.6K +105 +0.6%
QPWM
1787
Quadrant Private Wealth Management
Pennsylvania
$722K -$17.4K -507 -3%
OC
1788
Oakworth Capital
Alabama
$722K -$6.32K -184 -1%
BFS
1789
Burkett Financial Services
South Carolina
$720K +$4.46K +130 +0.7%
CPSC
1790
Carl P. Sherr & Co
Massachusetts
$718K +$343 +10 +0.1%
DDC
1791
DF Dent & Co
Maryland
$718K -$29.1K -847 -4%
AFG
1792
Allegheny Financial Group
Pennsylvania
$716K -$99.1K -2,888 -13%
NRI
1793
NFP Retirement Inc
California
$714K +$87.8K +2,559 +16%
CCIA
1794
Campbell & Co Investment Adviser
Maryland
$713K -$466K -13,581 -42%
CSC
1795
Caldwell Sutter Capital
California
$713K -$34.1K -994 -5%
GKWIM
1796
Gerber Kawasaki Wealth & Investment Management
California
$712K +$225K +6,565 +54%
NMG
1797
New Millennium Group
Utah
$712K -$67K -1,951 -9%
FCMC
1798
Founders Capital Management (Connecticut)
Connecticut
$712K – – –
AIM
1799
Acropolis Investment Management
Missouri
$711K -$82.6K -2,405 -11%
CPA
1800
Capital Planning Advisors
California
$708K +$15K +437 +2%
70 71
72
73 74