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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
CRWM
1876
Castle Rock Wealth Management
California
$245K +$15.1K +526 +8%
LA
1877
LVW Advisors
New York
$244K -$58K -2,016 -19%
THWM
1878
Taylor Hoffman Wealth Management
Virginia
$243K – – –
SFG
1879
Summit Financial Group
West Virginia
$242K -$20.1K -700 -8%
MSR
1880
Main Street Research
Connecticut
$242K – – –
MCWS
1881
McKinley Carter Wealth Services
West Virginia
$242K +$239K +8,301 New
SWA
1882
SFMG Wealth Advisors
Texas
$241K +$1.15K +40 +0.5%
I
1883
INVST
Indiana
$240K -$518 -18 -0.2%
UC
1884
Unio Capital
New Jersey
$239K -$28.8K -1,000 -11%
AMM
1885
American Money Management
California
$238K +$978 +34 +0.4%
ML
1886
McAdam LLC
Pennsylvania
$238K +$235K +8,158 New
GM
1887
GeoWealth Management
Illinois
$238K +$235K +8,175 New
BI
1888
Ballast Inc
Kentucky
$237K – – –
SC
1889
Saturna Capital
Washington
$237K – – –
GPA
1890
Guidance Point Advisors
Massachusetts
$236K -$4.31K -150 -2%
KLI
1891
Kelman-Lazarov Inc
Tennessee
$236K +$232K +8,082 New
MFW
1892
Mosaic Family Wealth
Missouri
$234K -$9K -313 -4%
SFA
1893
Stewardship Financial Advisors
Georgia
$234K +$24.5K +852 +12%
MCIA
1894
Mountain Capital Investment Advisors
Colorado
$233K -$28.5K -990 -11%
AAM
1895
Aureus Asset Management
Massachusetts
$233K – – –
CG
1896
Corundum Group
Colorado
$232K -$230 -8 -0.1%
PK
1897
Pflug Koory
Nebraska
$232K +$2.88K +100 +1%
CCM
1898
Chickasaw Capital Management
Tennessee
$231K – – –
TPW
1899
Tiller Private Wealth
Pennsylvania
$231K +$28.8K +1,000 +14%
VA
1900
Valmark Advisers
Ohio
$230K -$4.4K -153 -2%
74 75
76
77 78