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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
FM
1926
Foster & Motley
Ohio
$213K +$210K +7,299 New
JHCP
1927
Jackson Hole Capital Partners
Oklahoma
$212K – – –
MFS
1928
Madrona Financial Services
Washington
$212K +$288 +10 +0.1%
MF
1929
Madrona Funds
Washington
$212K +$209K +7,255 New
CFSG
1930
Community Financial Services Group
Vermont
$211K +$208K +7,219 New
HI
1931
Hendershot Investments
Virginia
$210K – – –
WTFG
1932
Wells Trecaso Financial Group
Ohio
$210K – – –
VCM
1933
Virtue Capital Management
Tennessee
$209K +$206K +7,166 New
DWM
1934
Darwin Wealth Management
Florida
$208K -$55.5K -1,931 -21%
NCM
1935
Nelson Capital Management
California
$208K -$40.3K -1,400 -16%
SCG
1936
Sonata Capital Group
Washington
$208K -$12.8K -444 -6%
PAM
1937
Peak Asset Management
Colorado
$208K – – –
WCWM
1938
Willow Creek Wealth Management
California
$208K +$1.44K +50 +0.7%
HR
1939
Hardy Reed
Mississippi
$208K +$205K +7,115 New
BDF
1940
Black Diamond Financial
Maryland
$208K +$205K +7,145 New
BWP
1941
Bernardo Wealth Planning
Pennsylvania
$206K -$34.3K -1,194 -14%
UBV
1942
United Bank (Virginia)
Virginia
$205K +$202K +7,021 New
HI
1943
Horizon Investments
North Carolina
$205K +$202K +7,028 New
MFP
1944
Michael F. Price
$204K – – –
GD
1945
Grandfield & Dodd
New York
$204K +$201K +6,982 New
GPC
1946
Glacier Peak Capital
Washington
$204K +$201K +7,006 New
TC
1947
Trust Company
Kansas
$203K – – –
AC
1948
Avestar Capital
New York
$203K +$61.1K +2,125 +44%
MCM
1949
McRae Capital Management
New Jersey
$202K +$199K +6,917 New
FWM
1950
Foresight Wealth Management
Utah
$202K +$199K +6,936 New
76 77
78
79 80