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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
CBFP
1951
Cedar Brook Financial Partners
Ohio
$443K +$60.1K +1,466 +16%
SJL
1952
Shayne & Jacobs LLC
Tennessee
$441K – – –
JSL
1953
JT Stratford LLC
Georgia
$441K +$4.06K +99 +0.9%
SCG
1954
Sonata Capital Group
Washington
$439K – – –
SBF
1955
Sara-Bay Financial
Florida
$438K +$3.93M +95,900 +902%
CM
1956
Cornerstone Management
Georgia
$437K – – –
BG
1957
Benedetti & Gucer
Georgia
$437K -$54.9K -1,340 -11%
BO
1958
BRR OpCo
Ohio
$437K +$205 +5 +0%
MA
1959
MONECO Advisors
Connecticut
$434K +$4.75K +116 +1%
WIM
1960
Westside Investment Management
California
$434K -$90.2K -2,200 -6%
OAMG
1961
Odey Asset Management Group
United Kingdom
$433K -$2.99M -73,000 -87%
HCM
1962
HGI Capital Management
New York
$433K -$172K -4,202 -29%
NWS
1963
Newport Wealth Strategies
California
$433K +$41 +1 +0%
APA
1964
Allegiant Private Advisors
Florida
$431K +$179K +4,355 +71%
KM
1965
Kalos Management
Georgia
$430K -$66.9K -1,633 -13%
AMCA
1966
Arthur M. Cohen & Associates
Illinois
$429K +$1.84K +45 +0.4%
PIMG
1967
Patriot Investment Management Group
Tennessee
$426K +$8.65K +211 +2%
IA
1968
IFG Advisors
Missouri
$425K – – –
CPSAC
1969
Chas P. Smith & Associates (CPS)
Florida
$423K +$8.77K +214 +2%
SEIA
1970
Signature Estate & Investment Advisors
California
$423K +$13.3K +325 +3%
FUBT
1971
First United Bank & Trust
Maryland
$423K +$29.3K +715 +7%
WAOTB
1972
Wealth Advisors of Tampa Bay
Florida
$421K -$12.3K -300 -3%
BC
1973
Brio Consultants
California
$421K +$29.2K +712 +7%
SFO
1974
Stokes Family Office
Louisiana
$417K +$61K +1,487 +17%
SIGI
1975
Susquehanna International Group (Ireland)
Ireland
$417K +$414K +10,102 New
77 78
79
80 81