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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
MAG
1901
Mayfair Advisory Group
Alabama
$214K +$4.28K +172 +2%
PFWA
1902
Paces Ferry Wealth Advisors
Georgia
$212K +$219K +8,789 New
HI
1903
Hendershot Investments
Virginia
$209K -$44.8K -1,800 -17%
FPCP
1904
Fort Point Capital Partners
California
$209K -$2.52K -101 -1%
RZH
1905
Relyea Zuckerberg Hanson
Connecticut
$209K +$215K +8,647 New
HA
1906
HC Advisors
Georgia
$208K -$259K -10,400 -55%
WKWM
1907
Walter & Keenan Wealth Management
Indiana
$208K -$91.1K -3,658 -30%
GWM
1908
Gray Wealth Management
Maine
$208K +$423 +17 +0.2%
SEIA
1909
Signature Estate & Investment Advisors
California
$206K +$213K +8,544 New
LF
1910
LifeSteps Financial
California
$205K – – –
JWA
1911
JFS Wealth Advisors
Pennsylvania
$205K +$19.9K +800 +10%
FUBT
1912
First United Bank & Trust
Maryland
$204K +$210K +8,454 New
GHA
1913
GW Henssler & Associates
Georgia
$204K +$211K +8,456 New
CS
1914
Capital Square
Tennessee
$203K -$5.43K -218 -3%
MWPCG
1915
Measured Wealth Private Client Group
New Hampshire
$203K +$210K +8,435 New
IF
1916
Intrua Financial
Texas
$202K -$226K -9,069 -55%
RGIA
1917
Rainier Group Investment Advisory
Washington
$201K +$208K +8,340 New
KOMWMG
1918
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$201K +$208K +8,342 New
GC
1919
Grace Capital
Massachusetts
$199K +$33.5K +1,345 +19%
PK
1920
Pflug Koory
Nebraska
$195K – – –
PCM
1921
Penserra Capital Management
California
$189K -$615K -24,714 -76%
NSB
1922
Norway Savings Bank
Maine
$188K – – –
HGWM
1923
Harvest Group Wealth Management
Massachusetts
$176K +$697 +28 +0.4%
NFSG
1924
Newbridge Financial Services Group
Florida
$172K +$178K +7,158 New
PCFFS
1925
Pacific Center for Financial Services
California
$168K -$14.8K -594 -8%
75 76
77
78 79