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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
MW
1951
Maia Wealth
Colorado
$839K -$21.7K -444 -3%
FWM
1952
Forza Wealth Management
Florida
$839K – – –
IF
1953
Intrua Financial
Texas
$837K +$83.1K +1,704 +12%
HFM
1954
Harvest Fund Management
China
$830K -$387K -7,936 -33%
FWI
1955
Facet Wealth Inc
Maryland
$829K +$132K +2,708 +20%
FCFC
1956
First Citizens Financial Corp
Iowa
$829K -$6.29K -129 -0.8%
RIM
1957
RW Investment Management
Idaho
$827K -$5.27K -108 -0.7%
PPA
1958
Pacific Point Advisors
California
$827K – – –
WP
1959
WealthShield Partners
North Carolina
$826K +$976 +20 +0.1%
AC
1960
Apella Capital
Connecticut
$825K +$163K +3,344 +26%
CWM
1961
C2C Wealth Management
Arizona
$824K – – –
BFA
1962
Benedict Financial Advisors
Georgia
$822K +$2.59K +53 +0.3%
PMA
1963
Prudent Man Advisors
Illinois
$821K -$617K -12,637 -44%
CFG
1964
CKW Financial Group
Hawaii
$820K -$98 -2 -0%
OPA
1965
Old Port Advisors
Maine
$814K -$18.1K -372 -2%
HIM
1966
Hillsdale Investment Management
Ontario, Canada
$813K -$1.23M -25,280 -62%
GDP
1967
Great Diamond Partners
Maine
$813K +$175K +3,584 +29%
HCMG
1968
Howard Capital Management Group
California
$812K – – –
PWAC
1969
Private Wealth Advisors (California)
California
$811K -$3.51K -72 -0.5%
DMBA
1970
Deseret Mutual Benefit Administrators
Utah
$810K -$39.6K -812 -5%
GIA
1971
Guyasuta Investment Advisors
Pennsylvania
$810K +$49 +1 +0%
WCM
1972
Warburton Capital Management
Oklahoma
$808K +$11.3K +231 +1%
SIG
1973
Sky Investment Group
Connecticut
$808K – – –
KIA
1974
Knollwood Investment Advisory
Maryland
$807K – – –
TC
1975
TAGStone Capital
North Carolina
$805K +$4.68K +96 +0.6%
77 78
79
80 81