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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
1801
Strategy Asset Managers
California
$569K +$104 +3 +0%
HCM
1802
HGI Capital Management
New York
$569K +$508K +14,708 New
WAM
1803
Wakefield Asset Management
Colorado
$566K -$524K -15,185 -51%
DWM
1804
Destination Wealth Management
California
$566K +$44.3K +1,284 +10%
VHAM
1805
Van Hulzen Asset Management
California
$564K -$6.79M -196,873 -93%
CIC
1806
Crawford Investment Counsel
Georgia
$564K +$267K +7,744 +113%
EFG
1807
Everhart Financial Group
Ohio
$563K +$10.8K +313 +2%
BWA
1808
Brave Warrior Advisors
New York
$562K – – –
CIC
1809
Chilton Investment Company
Connecticut
$561K -$229K -6,630 -31%
TFCP
1810
Twin Focus Capital Partners
Massachusetts
$559K +$863 +25 +0.2%
RFN
1811
RDA Financial Network
Iowa
$559K +$4.35K +126 +0.9%
VCM
1812
Virtue Capital Management
Tennessee
$558K -$223K -6,459 -31%
LFA
1813
Legacy Financial Advisors
Kentucky
$557K +$101K +2,918 +25%
BFS
1814
Bickling Financial Services
Massachusetts
$556K +$21.3K +617 +4%
SP
1815
Successful Portfolios
Florida
$553K -$6.66K -193 -1%
DWM
1816
Doyle Wealth Management
Florida
$552K -$3.21K -93 -0.6%
PFWA
1817
Paces Ferry Wealth Advisors
Georgia
$552K -$138 -4 -0%
GWA
1818
GGM Wealth Advisors
Maryland
$552K +$104 +3 +0%
AC
1819
AlphaCore Capital
California
$551K +$35 +1 +0%
AWE
1820
Avidian Wealth Enterprises
Texas
$550K -$19.3K -558 -4%
DDC
1821
DF Dent & Co
Maryland
$550K -$8.63K -250 -2%
NG
1822
Northstar Group
New York
$550K -$8.11K -235 -2%
PHS
1823
Pekin Hardy Strauss
Illinois
$550K +$34.5K +1,000 +8%
MFG
1824
Menard Financial Group
Texas
$549K -$18.3K -529 -4%
MCA
1825
Mercer Capital Advisers
New Jersey
$548K +$17.6K +511 +4%
71 72
73
74 75