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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
1851
StrategIQ Financial Group
Indiana
$266K – – –
PAS
1852
Partnervest Advisory Services
California
$264K +$29.9K +1,059 +12%
QT
1853
Quantamental Technologies
New York
$262K +$268K +9,492 New
PHK
1854
Point72 Hong Kong
Hong Kong
$262K +$269K +9,507 New
HFS
1855
Howard Financial Services
Texas
$260K – – –
CFA
1856
Cahill Financial Advisors
Minnesota
$260K +$141 +5 +0.1%
KFP
1857
KMG Fiduciary Partners
Ohio
$260K +$5.03K +178 +2%
CMBA
1858
C.M. Bidwell & Associates
Hawaii
$260K +$267K +9,440 New
BA
1859
Broadview Advisors
Wisconsin
$259K -$356K -12,600 -57%
SEIA
1860
Signature Estate & Investment Advisors
California
$259K -$107K -3,776 -29%
RHAM
1861
Round Hill Asset Management
California
$259K -$2.12K -75 -0.8%
BCM
1862
Boltwood Capital Management
California
$258K – – –
AIA
1863
Allied Investment Advisors
Montana
$257K – – –
BMO
1864
Beck Mack & Oliver
New York
$257K +$263K +9,300 New
WP
1865
WealthSource Partners
California
$256K -$323K -11,435 -55%
KP
1866
Keel Point
Alabama
$255K +$261K +9,235 New
OIA
1867
OneDigital Investment Advisors
Kansas
$254K -$33K -1,168 -11%
PWMAG
1868
Pinnacle Wealth Management Advisory Group
New Jersey
$254K -$10.2K -360 -4%
NG
1869
Northstar Group
New York
$254K +$21.1K +745 +9%
PHAM
1870
Palisades Hudson Asset Management
Florida
$253K -$196K -6,940 -43%
PIMG
1871
Patriot Investment Management Group
Tennessee
$253K +$260K +9,197 New
VBFP
1872
Valtinson Bruner Financial Planning
Minnesota
$252K -$1.41K -50 -0.5%
CVM
1873
Cheviot Value Management
California
$252K +$258K +9,141 New
AWMG
1874
Alliance Wealth Management Group
New Jersey
$251K – – –
MC
1875
Miramar Capital
Illinois
$250K – – –
73 74
75
76 77