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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
SFS
1851
Summit Financial Strategies
Ohio
$394K – – –
CPWM
1852
Cypress Point Wealth Management
Texas
$391K +$346K +12,900 New
FMB
1853
Field & Main Bank
Kentucky
$389K – – –
SAF
1854
Smith Anglin Financial
Texas
$387K +$342K +12,767 New
SCM
1855
Southport Capital Management
Tennessee
$386K -$95.4K -3,561 -22%
FWM
1856
Foresight Wealth Management
Utah
$386K +$342K +12,747 New
RA
1857
Reby Advisors
Connecticut
$385K +$341K +12,718 New
PFA
1858
Pure Financial Advisors
California
$384K +$18.6K +694 +6%
SAG
1859
Spotlight Asset Group
Illinois
$384K +$40.2K +1,500 +13%
FA
1860
Financial Advisors
Massachusetts
$383K – – –
MSA
1861
Marino Stram & Associates
Massachusetts
$383K +$3.75K +140 +1%
TAM
1862
Townsend Asset Management
North Carolina
$382K -$155K -5,769 -31%
AWM
1863
Aprio Wealth Management
Georgia
$382K -$53.1K -1,980 -14%
CC
1864
Chicago Capital
Illinois
$382K -$30.3K -1,131 -8%
LF
1865
Lantz Financial
Illinois
$382K -$5.36K -200 -2%
AF
1866
Aldebaran Financial
$382K +$338K +12,600 New
LNB
1867
Ledyard National Bank
$381K -$41.4K -1,544 -11%
AWM
1868
Aberdeen Wealth Management
Illinois
$380K -$6.54K -244 -2%
MFG
1869
Merit Financial Group
Georgia
$379K -$88K -3,283 -21%
SKK
1870
Shepherd Kaplan Krochuk
Massachusetts
$379K -$13.4K -500 -4%
KFP
1871
KMG Fiduciary Partners
Ohio
$379K +$48.8K +1,820 +17%
OA
1872
Oxbow Advisors
Texas
$377K -$5.23K -195 -2%
TPWA
1873
TRUE Private Wealth Advisors
Oregon
$377K +$348 +13 +0.1%
BDFN
1874
Bond & Devick Financial Network
Minnesota
$377K +$334K +12,445 New
GAM
1875
Gemmer Asset Management
California
$376K +$322 +12 +0.1%
73 74
75
76 77