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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
FHC
1901
First Heartland Consultants
Missouri
$653K -$2.53K -66 -0.4%
FFG
1902
Fortem Financial Group
California
$652K -$18.5K -484 -3%
SMWM
1903
Silvia McColl Wealth Management
California
$649K – – –
HWA
1904
HHM Wealth Advisors
Tennessee
$649K +$10.9K +284 +2%
CT
1905
Colonial Trust
South Carolina
$649K +$104K +2,719 +20%
WCA
1906
Westover Capital Advisors
Delaware
$648K +$625K +16,303 New
CI
1907
Cavalier Investments
Georgia
$648K +$17.8K +465 +3%
WIM
1908
WealthPlan Investment Management
Nebraska
$646K +$5.4K +141 +0.9%
PVI
1909
Pine Valley Investments
New Jersey
$645K -$35.4K -924 -5%
WFI
1910
West Family Investments
California
$643K – – –
CAM
1911
Cypress Asset Management
Texas
$641K +$17.2K +450 +3%
VDI
1912
Vaughan David Investments
Illinois
$639K -$77.1K -2,011 -11%
SWS
1913
SYSTM Wealth Solutions
Illinois
$639K -$2.42M -63,153 -80%
AFAS
1914
Acorn Financial Advisory Services
Virginia
$639K +$14.8K +385 +2%
FC
1915
Forte Capital
New York
$639K – – –
PWAC
1916
Private Wealth Advisors (California)
California
$638K +$1.69K +44 +0.3%
TCM
1917
Traynor Capital Management
Pennsylvania
$637K +$4.18K +109 +0.7%
GC
1918
Gilbert & Cook
Iowa
$637K -$51.6K -1,346 -8%
SWM
1919
Selective Wealth Management
Virginia
$637K -$49.4K -1,288 -8%
JFGIW
1920
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$633K +$151K +3,949 +33%
NFA
1921
Northern Financial Advisors
Michigan
$633K -$6.63K -173 -1%
CWM
1922
C2C Wealth Management
Arizona
$633K – – –
FFG
1923
Frisch Financial Group
New York
$632K +$3.68K +96 +0.6%
LSA
1924
Lion Street Advisors
Texas
$631K +$3.64K +95 +0.6%
EFSCE
1925
Enterprise Financial Services Corp (EFSC)
Missouri
$631K +$2.49K +65 +0.4%
75 76
77
78 79