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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
MFW
1876
Mosaic Family Wealth
Missouri
$250K +$85 +3 +0%
SFG
1877
Summit Financial Group
West Virginia
$249K – – –
CWM
1878
Campbell Wealth Management
Virginia
$249K +$255K +9,022 New
CJA
1879
C-J Advisory
California
$248K +$283 +10 +0.1%
MA
1880
MONECO Advisors
Connecticut
$247K -$45.8K -1,620 -15%
AAM
1881
Aureus Asset Management
Massachusetts
$247K +$10.4K +368 +4%
MCIA
1882
Mountain Capital Investment Advisors
Colorado
$247K +$19.4K +685 +8%
QCM
1883
Quest Capital Management
Texas
$247K +$251K +8,888 New
I
1884
INVST
Indiana
$246K +$4.27K +151 +2%
ACM
1885
Aljian Capital Management
Nevada
$245K -$85 -3 -0%
HFA
1886
Huber Financial Advisors
Illinois
$243K -$14.1K -500 -5%
GG
1887
Greenwood Gearhart
Arkansas
$243K +$248K +8,790 New
SICM
1888
Sustainable Insight Capital Management
New York
$243K +$249K +8,800 New
ACM
1889
AlphaStar Capital Management
North Carolina
$242K -$13K -460 -5%
HCA
1890
Heck Capital Advisors
Wisconsin
$241K +$8.42K +298 +4%
CIP
1891
Chartwell Investment Partners
Pennsylvania
$240K -$5.62M -198,760 -96%
FPFS
1892
First Personal Financial Services
North Carolina
$240K -$347K -12,273 -59%
SIC
1893
Sigma Investment Counselors
Michigan
$239K – – –
GEA
1894
Glen Eagle Advisors
New Jersey
$239K +$11.2K +397 +5%
BWP
1895
Bernardo Wealth Planning
Pennsylvania
$238K +$244K +8,637 New
NCM
1896
Nelson Capital Management
California
$236K -$396 -14 -0.2%
SWA
1897
SFMG Wealth Advisors
Texas
$235K -$27.9K -987 -10%
RSWM
1898
Robertson Stephens Wealth Management
California
$235K – – –
NSB
1899
Norway Savings Bank
Maine
$233K -$26.1K -925 -10%
HAIM
1900
Hunter Associates Investment Management
Pennsylvania
$233K – – –
74 75
76
77 78