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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
KBG
1926
Kahn Brothers Group
New York
$455K -$60.4K -1,500 -12%
SJL
1927
Shayne & Jacobs LLC
Tennessee
$454K – – –
BG
1928
Benedetti & Gucer
Georgia
$454K +$3.95K +98 +0.9%
SCG
1929
Sonata Capital Group
Washington
$452K – – –
NWS
1930
Newport Wealth Strategies
California
$452K +$6.08K +151 +1%
SBF
1931
Sara-Bay Financial
Florida
$451K -$3.86M -95,900 -90%
BO
1932
BRR OpCo
Ohio
$451K +$282 +7 +0.1%
CM
1933
Cornerstone Management
Georgia
$450K – – –
IWA
1934
Intercontinental Wealth Advisors
Texas
$449K -$169K -4,191 -28%
IIC
1935
Integrated Investment Consultants
Michigan
$449K +$78.9K +1,958 +23%
AFPL
1936
Advus Financial Partners, LLC
Florida
$448K +$405K +10,061 New
NWA
1937
Navis Wealth Advisors
New York
$446K -$224K -5,557 -35%
WP
1938
WMS Partners
Maryland
$444K +$98.7K +2,449 +31%
CBFP
1939
Cedar Brook Financial Partners
Ohio
$441K -$14.1K -349 -3%
VC
1940
Veracity Capital
Georgia
$439K -$138K -3,423 -25%
CCT
1941
Capital City Trust
Florida
$439K -$45.1K -1,120 -10%
PIMG
1942
Patriot Investment Management Group
Tennessee
$439K +$201 +5 +0%
SEIA
1943
Signature Estate & Investment Advisors
California
$438K +$2.26K +56 +0.5%
SFO
1944
Stokes Family Office
Louisiana
$438K +$8.38K +208 +2%
GC
1945
Gilbert & Cook
Iowa
$438K +$23.6K +587 +6%
VNA
1946
Valley National Advisers
Pennsylvania
$437K -$24.5K -608 -6%
IA
1947
IFG Advisors
Missouri
$437K – – –
MMG
1948
Monetary Management Group
Missouri
$437K +$14.1K +350 +4%
FUBT
1949
First United Bank & Trust
Maryland
$436K +$322 +8 +0.1%
GFP
1950
Gryphon Financial Partners
Ohio
$434K -$18.8K -466 -4%
76 77
78
79 80