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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
VFP
1926
Verus Financial Partners
Virginia
$217K +$216K +9,140 New
IAP
1927
Indie Asset Partners
Indiana
$216K +$192K +8,139 New
AWMG
1928
Alliance Wealth Management Group
New Jersey
$216K +$215K +9,080 New
GSBTD
1929
Glenview State Bank Trust Department
Illinois
$216K +$215K +9,093 New
ACA
1930
Ackerman Capital Advisors
Texas
$216K +$215K +9,100 New
DC
1931
DeDora Capital
California
$216K +$215K +9,111 New
RGC
1932
Roberts, Glore & Co
Illinois
$216K +$216K +9,122 New
AGA
1933
Arkos Global Advisors
Texas
$215K +$214K +9,041 New
ACM
1934
AlphaStar Capital Management
North Carolina
$214K +$206K +8,715 New
ONST
1935
Old North State Trust
North Carolina
$213K +$47 +2 +0%
ST
1936
Sabal Trust
Florida
$213K +$212K +8,983 New
P
1937
&Partners
Tennessee
$213K +$212K +8,988 New
BCM
1938
Boltwood Capital Management
California
$212K +$211K +8,942 New
BIM
1939
Bridges Investment Management
Nebraska
$211K -$675K -28,565 -76%
BEAM
1940
Baker Ellis Asset Management
Washington
$211K +$11.8K +500 +6%
HAIM
1941
Hunter Associates Investment Management
Pennsylvania
$211K +$210K +8,888 New
B
1942
Brightworth
Georgia
$210K +$209K +8,827 New
PFC
1943
Phocas Financial Corp
California
$210K +$210K +8,870 New
FPCP
1944
Fort Point Capital Partners
California
$209K -$111K -4,678 -35%
MAA
1945
Mraz Amerine & Associates
California
$209K -$75K -3,175 -27%
W
1946
WealthStone
Ohio
$209K +$208K +8,785 New
MAG
1947
Mayfair Advisory Group
Alabama
$207K +$206K +8,709 New
BWFA
1948
Baltimore-Washington Financial Advisors
Maryland
$206K -$84.1K -3,560 -29%
CS
1949
Capital Square
Tennessee
$206K -$22.1K -934 -10%
GWM
1950
Gray Wealth Management
Maine
$206K +$204K +8,630 New