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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
CFO
2051
Collective Family Office
Pennsylvania
$356K +$37.1K +921 +12%
APW
2052
Austin Private Wealth
Texas
$356K +$86.1K +2,137 +34%
PMG
2053
Private Management Group
California
$355K – – –
FH
2054
FWG Holdings
Florida
$354K +$105K +2,618 +46%
SAF
2055
Smith Anglin Financial
Texas
$353K -$221K -5,477 -40%
ACM
2056
Aljian Capital Management
Nevada
$352K – – –
KFP
2057
KB Financial Partners
New Jersey
$350K +$26.1K +648 +9%
TCBWMS
2058
Texas Capital Bank Wealth Management Services
Texas
$349K -$18.8K -467 -5%
BBL
2059
Beck Bode LLC
Massachusetts
$349K -$13.3K -329 -4%
PK
2060
Pflug Koory
Nebraska
$348K – – –
SAMT
2061
Select Asset Management & Trust
Pennsylvania
$348K +$483 +12 +0.1%
GWM
2062
Gray Wealth Management
Maine
$348K +$4.07K +101 +1%
FNT
2063
First Nebraska Trust
Nebraska
$347K -$1.41K -35 -0.4%
ACA
2064
Affinity Capital Advisors
California
$346K -$45.9K -1,140 -12%
BWP
2065
BSW Wealth Partners
Colorado
$346K -$23.7K -589 -7%
WW
2066
Westshore Wealth
California
$346K +$8.1K +201 +3%
RPWA
2067
Regent Peak Wealth Advisors
Georgia
$345K +$5.76K +143 +2%
SAG
2068
Spotlight Asset Group
Illinois
$343K -$11.6K -289 -3%
VCM
2069
Vivaldi Capital Management
Illinois
$343K – – –
SDWMA
2070
Schneider Downs Wealth Management Advisors
Pennsylvania
$343K +$104K +2,589 +47%
VFM
2071
Vivid Financial Management
California
$341K -$202K -5,014 -38%
UBV
2072
United Bank (Virginia)
Virginia
$341K – – –
LSA
2073
Lion Street Advisors
Texas
$341K +$324K +8,049 New
PCM
2074
Palisade Capital Management
New Jersey
$340K -$185K -4,600 -37%
WOSD
2075
WFA of San Diego
California
$340K -$3.02K -75 -0.9%
81 82
83
84 85