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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
SFWA
1926
Summit Financial Wealth Advisors
Louisiana
$403K – – –
CWM
1927
Cahaba Wealth Management
Georgia
$403K -$21.5K -726 -5%
1WM
1928
1900 Wealth Management
Texas
$402K +$435K +14,691 New
PCP
1929
Proficio Capital Partners
Massachusetts
$402K -$557K -18,837 -56%
OIA
1930
Optimum Investment Advisors
Illinois
$402K +$89 +3 +0%
NRI
1931
NFP Retirement Inc
California
$401K +$2.13K +72 +0.5%
CI
1932
Cavalier Investments
Georgia
$400K +$15.5K +524 +4%
FFG
1933
Fortem Financial Group
California
$399K -$44.1K -1,489 -9%
WFAG
1934
Wescott Financial Advisory Group
Pennsylvania
$398K -$35.5K -1,200 -8%
CIA
1935
Cape Investment Advisory
Georgia
$398K -$8.99K -304 -2%
BWA
1936
Brave Warrior Advisors
New York
$398K – – –
ESB
1937
Essex Savings Bank
Connecticut
$397K -$2.48K -84 -0.6%
OPPS
1938
Obsidian Personal Planning Solutions
Maryland
$397K – – –
LFA
1939
Landmark Financial Advisors
Kentucky
$396K -$21K -710 -5%
FWCM
1940
Ferguson Wellman Capital Management
Oregon
$396K -$9.35K -316 -2%
ACP
1941
Aviance Capital Partners
Florida
$396K -$18.6K -627 -4%
SSWM
1942
Sheets Smith Wealth Management
North Carolina
$395K +$3.14K +106 +0.7%
LCM
1943
LVM Capital Management
Michigan
$393K +$4.38K +148 +1%
MWAM
1944
Manhattan West Asset Management
California
$393K +$31.4K +1,061 +7%
PBF
1945
Petix & Botte Financial
California
$392K – – –
NWA
1946
New World Advisors
Massachusetts
$392K +$10.3K +347 +2%
VC
1947
Veracity Capital
Georgia
$391K +$26.3K +888 +7%
GSIAS
1948
Garden State Investment Advisory Services
New Jersey
$391K +$28.3K +956 +7%
PFA
1949
Pure Financial Advisors
California
$390K +$55.2K +1,867 +15%
EHAM
1950
Eagle Harbor Asset Management
Washington
$390K +$3.05K +103 +0.7%
76 77
78
79 80