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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
IP
1826
Investment Partners
Ohio
$274K -$22.6K -784 -8%
PAS
1827
Partnervest Advisory Services
California
$274K -$3.32K -115 -1%
HFS
1828
Howard Financial Services
Texas
$274K +$490 +17 +0.2%
BWAM
1829
Boyd Watterson Asset Management
Ohio
$272K -$190K -6,589 -41%
RWM
1830
RBA Wealth Management
California
$272K – – –
RHAM
1831
Round Hill Asset Management
California
$272K – – –
BHWM
1832
Bar Harbor Wealth Management
New Hampshire
$272K +$270K +9,375 New
HGWM
1833
Harvest Group Wealth Management
Massachusetts
$271K -$590K -20,446 -69%
GHA
1834
GW Henssler & Associates
Georgia
$270K +$34.3K +1,189 +15%
UC
1835
Unio Capital
New Jersey
$269K -$49K -1,700 -16%
CSM
1836
CAMG Solamere Management
North Carolina
$268K -$1.58M -54,702 -86%
BCM
1837
Boltwood Capital Management
California
$268K -$2.88K -100 -1%
WAP
1838
Wealthcare Advisory Partners
Pennsylvania
$267K -$16.1K -557 -6%
PHAM
1839
Palisades Hudson Asset Management
Florida
$266K – – –
CFA
1840
Cahill Financial Advisors
Minnesota
$265K -$8.39K -291 -3%
VBFP
1841
Valtinson Bruner Financial Planning
Minnesota
$265K – – –
FPFS
1842
First Personal Financial Services
North Carolina
$265K +$13K +451 +5%
WP
1843
WealthShield Partners
North Carolina
$264K -$51.8K -1,795 -16%
NG
1844
Northstar Group
New York
$264K -$2.22K -77 -0.8%
VCM
1845
Vivaldi Capital Management
Illinois
$264K +$23.9K +830 +10%
HCA
1846
Heck Capital Advisors
Wisconsin
$263K +$9.43K +327 +4%
SFG
1847
StrategIQ Financial Group
Indiana
$263K -$17.3K -600 -6%
AWMG
1848
Alliance Wealth Management Group
New Jersey
$263K – – –
DWM
1849
Darwin Wealth Management
Florida
$263K +$49.1K +1,703 +23%
SFG
1850
Summit Financial Group
West Virginia
$261K – – –
72 73
74
75 76