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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
JAG
1926
Journey Advisory Group
Kentucky
$455K +$30K +744 +7%
KBG
1927
Kahn Brothers Group
New York
$455K -$60.4K -1,500 -12%
SJL
1928
Shayne & Jacobs LLC
Tennessee
$454K – – –
BG
1929
Benedetti & Gucer
Georgia
$454K +$3.95K +98 +0.9%
SCG
1930
Sonata Capital Group
Washington
$452K – – –
NWS
1931
Newport Wealth Strategies
California
$452K +$6.08K +151 +1%
SBF
1932
Sara-Bay Financial
Florida
$451K -$3.86M -95,900 -90%
BO
1933
BRR OpCo
Ohio
$451K +$282 +7 +0.1%
CM
1934
Cornerstone Management
Georgia
$450K – – –
IWA
1935
Intercontinental Wealth Advisors
Texas
$449K -$169K -4,191 -28%
IIC
1936
Integrated Investment Consultants
Michigan
$449K +$78.9K +1,958 +23%
AFP
1937
Advus Financial Partners
Florida
$448K +$405K +10,061 New
NWA
1938
Navis Wealth Advisors
New York
$446K -$224K -5,557 -35%
WP
1939
WMS Partners
Maryland
$444K +$98.7K +2,449 +31%
CBFP
1940
Cedar Brook Financial Partners
Ohio
$441K -$14.1K -349 -3%
VC
1941
Veracity Capital
Georgia
$439K -$138K -3,423 -25%
CCT
1942
Capital City Trust
Florida
$439K -$45.1K -1,120 -10%
PIMG
1943
Patriot Investment Management Group
Tennessee
$439K +$201 +5 +0%
SEIA
1944
Signature Estate & Investment Advisors
California
$438K +$2.26K +56 +0.5%
SFO
1945
Stokes Family Office
Louisiana
$438K +$8.38K +208 +2%
GC
1946
Gilbert & Cook
Iowa
$438K +$23.6K +587 +6%
VNA
1947
Valley National Advisers
Pennsylvania
$437K -$24.5K -608 -6%
IA
1948
IFG Advisors
Missouri
$437K – – –
MMG
1949
Monetary Management Group
Missouri
$437K +$14.1K +350 +4%
FUBT
1950
First United Bank & Trust
Maryland
$436K +$322 +8 +0.1%
76 77
78
79 80