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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
1926
RBA Wealth Management
California
$326K +$420 +13 +0.1%
VAG
1927
VisionPoint Advisory Group
Texas
$324K -$61.4K -1,899 -17%
GKWIM
1928
Gerber Kawasaki Wealth & Investment Management
California
$324K -$3.56K -110 -1%
AWMG
1929
Alliance Wealth Management Group
New Jersey
$324K +$3.88K +120 +1%
LWM
1930
Lionsbridge Wealth Management
Florida
$324K +$300K +9,292 New
KFP
1931
KMG Fiduciary Partners
Ohio
$323K – – –
PHAM
1932
Palisades Hudson Asset Management
Florida
$323K – – –
MCWA
1933
Meadow Creek Wealth Advisors
Georgia
$323K +$296K +9,161 New
CS
1934
Capital Square
Tennessee
$323K +$296K +9,174 New
WI
1935
WrapManager Inc
California
$321K -$388 -12 -0.1%
WP
1936
WealthShield Partners
North Carolina
$321K +$259 +8 +0.1%
RGC
1937
Roberts, Glore & Co
Illinois
$321K +$295K +9,122 New
QCM
1938
Quest Capital Management
Texas
$320K +$3.62K +112 +1%
VBFP
1939
Valtinson Bruner Financial Planning
Minnesota
$318K -$549 -17 -0.2%
DC
1940
DeDora Capital
California
$317K +$291K +9,002 New
PA
1941
Probity Advisors
Texas
$316K -$7.17K -222 -2%
MFG
1942
Menard Financial Group
Texas
$316K +$290K +8,961 New
HFA
1943
Huber Financial Advisors
Illinois
$314K +$937 +29 +0.3%
HR
1944
Hardy Reed
Mississippi
$314K +$58.4K +1,808 +25%
PWMAG
1945
Pinnacle Wealth Management Advisory Group
New Jersey
$313K – – –
SWM
1946
SVA Wealth Management
Wisconsin
$313K – – –
ACM
1947
Aljian Capital Management
Nevada
$311K – – –
DS
1948
DRW Securities
Illinois
$311K +$285K +8,830 New
FPFS
1949
First Personal Financial Services
North Carolina
$310K – – –
HA
1950
HC Advisors
Georgia
$310K +$284K +8,800 New
76 77
78
79 80