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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
TCBWMS
2051
Texas Capital Bank Wealth Management Services
Texas
$358K -$201K -4,898 -36%
HI
2052
Hendershot Investments
Virginia
$357K – – –
CG
2053
Corundum Group
Colorado
$357K +$7.54K +184 +2%
BCM
2054
Boltwood Capital Management
California
$357K +$16.9K +412 +5%
NEPPG
2055
New England Professional Planning Group
Rhode Island
$356K -$40.1K -978 -10%
FBT
2056
First Bank & Trust
South Dakota
$356K +$19K +464 +6%
IIC
2057
Integrated Investment Consultants
Michigan
$355K +$77.7K +1,896 +28%
AP
2058
Americana Partners
Texas
$354K – – –
MA
2059
MJP Associates
Connecticut
$354K +$34.1K +832 +11%
RWP
2060
Ridgecrest Wealth Partners
California
$354K +$40.4K +986 +13%
BBL
2061
Beck Bode LLC
Massachusetts
$353K -$42.9K -1,047 -11%
LJHT
2062
Laurie J. Hall Trustee
$353K – – –
AWM
2063
Accurate Wealth Management
Florida
$353K +$351K +8,562 New
SMH
2064
Sanders Morris Harris
Texas
$351K – – –
CAM
2065
Claret Asset Management
Quebec, Canada
$350K -$25K -610 -7%
GD
2066
Grandfield & Dodd
New York
$350K -$18.1K -441 -5%
JLBC
2067
J.L. Bainbridge & Co
Florida
$350K – – –
CCM
2068
Carlson Capital Management
Minnesota
$349K +$11.9K +290 +4%
FAM
2069
Flaharty Asset Management
Florida
$349K +$52K +1,269 +18%
HVP
2070
Hudson Value Partners
Florida
$348K – – –
CWM
2071
Cabot Wealth Management
Massachusetts
$347K +$6.39K +156 +2%
SFG
2072
SageGuard Financial Group
Tennessee
$346K -$160K -3,909 -32%
SAG
2073
Spotlight Asset Group
Illinois
$345K -$116K -2,831 -25%
PMG
2074
Private Management Group
California
$345K -$574 -14 -0.2%
ATWA
2075
Arbor Trust Wealth Advisors
Michigan
$345K +$53.3K +1,300 +18%
81 82
83
84 85