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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
MA
1951
MJP Associates
Connecticut
$409K +$30.8K +920 +7%
WIP
1952
WealthCare Investment Partners
Rhode Island
$408K +$24.3K +726 +6%
PFA
1953
Pure Financial Advisors
California
$408K +$28.9K +863 +7%
KFP
1954
KMG Fiduciary Partners
Ohio
$408K +$56.1K +1,678 +14%
CST
1955
Charles Schwab Trust
Nevada
$405K -$75.7K -2,263 -14%
IP
1956
Ignite Planners
California
$405K -$28K -839 -6%
B
1957
Brightworth
Georgia
$405K +$17.3K +517 +4%
CCM
1958
CTC Capital Management
Illinois
$405K +$448K +13,400 New
MPIA
1959
Mountain Pacific Investment Advisers
Idaho
$404K -$37.9K -1,133 -8%
RCG
1960
Rock Creek Group
District of Columbia
$404K +$31K +927 +7%
VW
1961
Vance Wealth
California
$403K +$100 +3 +0%
IF
1962
Integrity Financial
Wyoming
$403K +$20.3K +607 +5%
SSWM
1963
Sheets Smith Wealth Management
North Carolina
$402K -$3.74K -112 -0.8%
BT
1964
Brandywine Trust
Delaware
$402K – – –
CCFM
1965
Clear Creek Financial Management
Washington
$402K +$7.25K +217 +2%
UFA
1966
US Financial Advisors
Massachusetts
$399K – – –
EWM
1967
Evermay Wealth Management
Virginia
$399K +$6.69K +200 +2%
CI
1968
Cavalier Investments
Georgia
$396K -$37.4K -1,118 -8%
CWS
1969
Cypress Wealth Services
California
$396K -$32.9K -984 -7%
V
1970
VeraBank
Texas
$396K – – –
SP
1971
Successful Portfolios
Florida
$396K +$3.34K +100 +0.8%
AA
1972
Addison Advisors
Vermont
$396K +$50K +1,496 +13%
NG
1973
Northstar Group
New York
$395K -$16.6K -498 -4%
FWTB
1974
First Western Trust Bank
Colorado
$394K -$1K -30 -0.2%
WAS
1975
Wealth Advisory Solutions
Indiana
$393K -$4.05M -121,164 -90%
77 78
79
80 81