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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
WKWM
1801
Walter & Keenan Wealth Management
Indiana
$292K +$16.7K +706 +6%
RPWA
1802
Regent Peak Wealth Advisors
Georgia
$292K +$291K +12,300 New
PFA
1803
Pathway Financial Advisors
Vermont
$291K – – –
JC
1804
Jacobs & Co
California
$290K – – –
RCA
1805
Ranch Capital Advisors
Florida
$290K +$13.7K +581 +6%
CFG
1806
Cooper Financial Group
California
$289K -$31.8K -1,347 -10%
TP
1807
Tranquility Partners
Tennessee
$289K +$8.34K +353 +3%
IIC
1808
Ironwood Investment Counsel
Arizona
$288K -$58.5K -2,477 -17%
BFG
1809
Beacon Financial Group
Texas
$288K -$13.9K -588 -5%
PA
1810
PFG Advisors
Arizona
$288K +$4.39K +186 +2%
HI
1811
Horizon Investments
North Carolina
$288K +$43.9K +1,859 +18%
WIM
1812
Westside Investment Management
California
$288K +$116K +4,900 +16%
AP
1813
Americana Partners
Texas
$287K -$47.7K -2,017 -14%
WDL
1814
Well Done LLC
Michigan
$286K -$3.59K -152 -1%
SP
1815
Successful Portfolios
Florida
$286K +$284K +12,026 New
LCM
1816
Leisure Capital Management
California
$285K +$5.91K +250 +2%
PFA
1817
Pure Financial Advisors
California
$282K -$18K -761 -6%
CFA
1818
Cahill Financial Advisors
Minnesota
$282K -$10.6K -449 -4%
APWA
1819
Atlas Private Wealth Advisors
New Jersey
$281K +$280K +11,851 New
BRC
1820
Bell Rock Capital
Delaware
$280K -$26.9K -1,139 -9%
SAG
1821
Spotlight Asset Group
Illinois
$279K – – –
CCM
1822
Check Capital Management
California
$277K +$3.31K +140 +1%
FMTC
1823
Farmers & Merchants Trust Company
California
$277K +$10.9K +460 +4%
HFS
1824
Howard Financial Services
Texas
$275K +$1.09K +46 +0.4%
3C
1825
361 Capital
Colorado
$275K +$30K +1,268 +12%
71 72
73
74 75