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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
SBF
1951
Sara-Bay Financial
Florida
$411K – – –
UF
1952
Univest Financial
Pennsylvania
$411K -$4.88M -141,351 -93%
CM
1953
Cornerstone Management
Georgia
$410K – – –
BO
1954
BRR OpCo
Ohio
$410K -$406K -11,763 -53%
BB
1955
Bell Bank
North Dakota
$410K – – –
JSL
1956
JT Stratford LLC
Georgia
$410K +$52.8K +1,530 +17%
RPG
1957
Resource Planning Group
Georgia
$409K – – –
SAM
1958
Smithbridge Asset Management
Pennsylvania
$409K – – –
MCP
1959
Mirador Capital Partners
California
$408K +$60.2K +1,745 +20%
WIM
1960
Westside Investment Management
California
$407K -$117K -3,400 -9%
SN
1961
Sittner & Nelson
Oregon
$407K +$17.3K +500 +5%
WAOTB
1962
Wealth Advisors of Tampa Bay
Florida
$406K -$4.31K -125 -1%
NWS
1963
Newport Wealth Strategies
California
$406K +$6.9K +200 +2%
VCM
1964
Vivaldi Capital Management
Illinois
$405K -$96.5K -2,797 -23%
CA
1965
Continuum Advisory
Idaho
$404K -$21K -610 -6%
TVAMP
1966
Tennessee Valley Asset Management Partners
Tennessee
$404K -$10.7K -310 -3%
VBFP
1967
Valtinson Bruner Financial Planning
Minnesota
$403K +$138 +4 +0%
MA
1968
MONECO Advisors
Connecticut
$403K +$48.3K +1,401 +16%
CRI
1969
Colonial River Investments
Virginia
$402K -$33.4K -967 -9%
FNBOSM
1970
First National Bank of South Miami
Florida
$402K +$162K +4,701 +82%
HWAM
1971
Hennion & Walsh Asset Management
New Jersey
$402K +$359K +10,393 New
AMCA
1972
Arthur M. Cohen & Associates
Illinois
$401K +$1.66K +48 +0.5%
SICM
1973
Sustainable Insight Capital Management
New York
$399K -$124K -3,600 -26%
SFWA
1974
Summit Financial Wealth Advisors
Louisiana
$399K -$67.3K -1,950 -13%
IA
1975
IFG Advisors
Missouri
$399K – – –
77 78
79
80 81