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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
SWRP
1926
Summit Wealth & Retirement Planning
California
$210K – – –
MFS
1927
Madrona Financial Services
Washington
$210K +$144 +5 +0.1%
WTFG
1928
Wells Trecaso Financial Group
Ohio
$209K -$7.15K -248 -3%
HI
1929
Hendershot Investments
Virginia
$209K +$208K +7,200 New
PIM
1930
Penobscot Investment Management
Massachusetts
$209K +$208K +7,210 New
SFA
1931
Stewardship Financial Advisors
Georgia
$208K +$207K +7,167 New
FNBOSM
1932
First National Bank of South Miami
Florida
$206K +$692 +24 +0.4%
PAM
1933
Peak Asset Management
Colorado
$206K +$205K +7,115 New
WCWM
1934
Willow Creek Wealth Management
California
$205K +$204K +7,075 New
MFP
1935
Michael F. Price
$203K – – –
TC
1936
Trust Company
Kansas
$202K -$14.4K -500 -7%
JCM
1937
Jag Capital Management
Missouri
$202K +$201K +6,968 New
TPW
1938
Tiller Private Wealth
Pennsylvania
$201K +$199K +6,915 New
CRWM
1939
Castle Rock Wealth Management
California
$201K +$200K +6,940 New
WOC
1940
West Oak Capital
California
$196K +$14.4K +500 +8%
HI
1941
Human Investing
Oregon
$193K +$3.03K +105 +2%
FGAM
1942
Financial Gravity Asset Management
Texas
$192K +$93K +3,225 +95%
TC
1943
Truvestments Capital
Florida
$183K -$43.1K -1,496 -19%
RFWA
1944
RPg Family Wealth Advisory
Massachusetts
$180K – – –
HCM
1945
HMS Capital Management
Tennessee
$180K -$490K -17,000 -73%
BWL
1946
Bogart Wealth LLC
Virginia
$180K – – –
TFGT
1947
TS Financial Group (TSFG)
Illinois
$180K +$317 +11 +0.2%
PFC
1948
Phocas Financial Corp
California
$178K +$177K +6,140 New
CWA
1949
Clarus Wealth Advisors
Arizona
$176K +$750 +26 +0.4%
PCM
1950
Penserra Capital Management
California
$173K +$148K +5,135 +594%
76 77
78
79 80