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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
EAM
1851
Evanson Asset Management
California
$228K – – –
ACM
1852
AlphaStar Capital Management
North Carolina
$228K +$58.7K +2,163 +31%
KFP
1853
KMG Fiduciary Partners
Ohio
$228K +$251K +9,243 New
CW
1854
Cobiz Wealth
Colorado
$227K +$11.9K +438 +5%
VBFP
1855
Valtinson Bruner Financial Planning
Minnesota
$226K +$249K +9,189 New
AWMG
1856
Alliance Wealth Management Group
New Jersey
$224K – – –
AWE
1857
Avidian Wealth Enterprises
Texas
$224K +$246K +9,081 New
BCM
1858
Breiter Capital Management
Florida
$223K -$5.45K -201 -2%
MFW
1859
Mosaic Family Wealth
Missouri
$223K +$81 +3 +0%
VCM
1860
Vivaldi Capital Management
Illinois
$223K +$246K +9,051 New
SFG
1861
Summit Financial Group
West Virginia
$222K -$59.7K -2,200 -20%
SNT
1862
Security National Trust
West Virginia
$222K – – –
DRZID
1863
DePrince Race & Zollo Inc (DRZ)
Florida
$222K +$244K +9,000 New
JHP
1864
James Hambro & Partners
United Kingdom
$222K +$245K +9,020 New
JFM
1865
Jackson Financial Management
California
$221K +$46K +1,696 +23%
ACM
1866
Aljian Capital Management
Nevada
$219K +$241K +8,897 New
PCFFS
1867
Pacific Center for Financial Services
California
$218K +$10.6K +392 +5%
DDC
1868
DF Dent & Co
Maryland
$218K +$40.9K +1,506 +20%
B
1869
Brightworth
Georgia
$217K -$15.2K -559 -6%
DAC
1870
Dividend Assets Capital
South Carolina
$216K -$95K -3,500 -29%
BCM
1871
Becker Capital Management
Oregon
$215K – – –
CJA
1872
C-J Advisory
California
$214K +$570 +21 +0.2%
SIC
1873
Sigma Investment Counselors
Michigan
$213K -$17.8K -656 -7%
AAM
1874
Aureus Asset Management
Massachusetts
$212K -$31.9K -1,176 -12%
QAM
1875
Questar Asset Management
Minnesota
$212K +$233K +8,587 New
73 74
75
76 77