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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
SCG
1951
Sonata Capital Group
Washington
$412K – – –
SBF
1952
Sara-Bay Financial
Florida
$411K – – –
UF
1953
Univest Financial
Pennsylvania
$411K -$4.88M -141,351 -93%
CM
1954
Cornerstone Management
Georgia
$410K – – –
BO
1955
BRR OpCo
Ohio
$410K -$406K -11,763 -53%
BB
1956
Bell Bank
North Dakota
$410K – – –
JSL
1957
JT Stratford LLC
Georgia
$410K +$52.8K +1,530 +17%
RPG
1958
Resource Planning Group
Georgia
$409K – – –
SAM
1959
Smithbridge Asset Management
Pennsylvania
$409K – – –
MCP
1960
Mirador Capital Partners
California
$408K +$60.2K +1,745 +20%
WIM
1961
Westside Investment Management
California
$407K -$117K -3,400 -9%
SN
1962
Sittner & Nelson
Oregon
$407K +$17.3K +500 +5%
WAOTB
1963
Wealth Advisors of Tampa Bay
Florida
$406K -$4.31K -125 -1%
NWS
1964
Newport Wealth Strategies
California
$406K +$6.9K +200 +2%
VCM
1965
Vivaldi Capital Management
Illinois
$405K -$96.5K -2,797 -23%
CA
1966
Continuum Advisory
Idaho
$404K -$21K -610 -6%
TVAMP
1967
Tennessee Valley Asset Management Partners
Tennessee
$404K -$10.7K -310 -3%
VBFP
1968
Valtinson Bruner Financial Planning
Minnesota
$403K +$138 +4 +0%
MA
1969
MONECO Advisors
Connecticut
$403K +$48.3K +1,401 +16%
CRI
1970
Colonial River Investments
Virginia
$402K -$33.4K -967 -9%
FNBOSM
1971
First National Bank of South Miami
Florida
$402K +$162K +4,701 +82%
HWAM
1972
Hennion & Walsh Asset Management
New Jersey
$402K +$359K +10,393 New
AMCA
1973
Arthur M. Cohen & Associates
Illinois
$401K +$1.66K +48 +0.5%
SICM
1974
Sustainable Insight Capital Management
New York
$399K -$124K -3,600 -26%
SFWA
1975
Summit Financial Wealth Advisors
Louisiana
$399K -$67.3K -1,950 -13%
77 78
79
80 81