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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
RRCM
1801
Rappaport Reiches Capital Management
Illinois
$580K -$113K -2,812 -17%
CWS
1802
Cypress Wealth Services
California
$576K -$92.4K -2,294 -14%
SOW
1803
State of Wyoming
Wyoming
$575K +$330K +8,196 +154%
PFWA
1804
Paces Ferry Wealth Advisors
Georgia
$574K -$12.8K -319 -2%
MMA
1805
Miracle Mile Advisors
California
$573K +$57.3K +1,423 +12%
WP
1806
WealthShield Partners
North Carolina
$572K -$102K -2,523 -16%
C
1807
Certuity
Florida
$571K -$23.8K -591 -4%
SFG
1808
SNS Financial Group
Minnesota
$570K -$5.36K -133 -1%
TAM
1809
Townsend Asset Management
North Carolina
$570K -$2.3K -57 -0.4%
NFG
1810
Nadler Financial Group
Illinois
$570K +$23.7K +589 +5%
KA
1811
Kercheville Advisors
Texas
$569K +$12.3K +306 +2%
TCM
1812
Towercrest Capital Management
Pennsylvania
$567K +$4.03K +100 +0.8%
MPI
1813
Mairs & Power Inc
Minnesota
$567K +$28.2K +700 +6%
RWB
1814
RMR Wealth Builders
New Jersey
$567K +$61.3K +1,522 +13%
OR
1815
Olympiad Research
Connecticut
$567K +$153K +3,789 +40%
BT
1816
Brandywine Trust
Delaware
$566K – – –
SFS
1817
Summit Financial Strategies
Ohio
$566K +$403 +10 +0.1%
GM
1818
GeoWealth Management
Illinois
$564K -$60.7K -1,506 -10%
FFG
1819
Frisch Financial Group
New York
$562K -$37.7K -937 -7%
VFA
1820
Voya Financial Advisors
Connecticut
$562K +$12.1K +300 +2%
SB
1821
Sunflower Bank
Texas
$561K -$98.2K -2,437 -16%
AP
1822
Atwood & Palmer
Missouri
$561K – – –
CIC
1823
Chilton Investment Company
Connecticut
$561K +$129K +3,200 +32%
PPP
1824
Private Portfolio Partners
New Jersey
$561K +$443 +11 +0.1%
UFA
1825
US Financial Advisors
Massachusetts
$560K +$255K +6,328 +92%
71 72
73
74 75