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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
PMG
2051
Private Management Group
California
$355K – – –
FH
2052
FWG Holdings
Florida
$354K +$105K +2,618 +46%
SAF
2053
Smith Anglin Financial
Texas
$353K -$221K -5,477 -40%
ACM
2054
Aljian Capital Management
Nevada
$352K – – –
KFP
2055
KB Financial Partners
New Jersey
$350K +$26.1K +648 +9%
TCBWMS
2056
Texas Capital Bank Wealth Management Services
Texas
$349K -$18.8K -467 -5%
BBL
2057
Beck Bode LLC
Massachusetts
$349K -$13.3K -329 -4%
PK
2058
Pflug Koory
Nebraska
$348K – – –
SAMT
2059
Select Asset Management & Trust
Pennsylvania
$348K +$483 +12 +0.1%
GWM
2060
Gray Wealth Management
Maine
$348K +$4.07K +101 +1%
FNT
2061
First Nebraska Trust
Nebraska
$347K -$1.41K -35 -0.4%
ACA
2062
Affinity Capital Advisors
California
$346K -$45.9K -1,140 -12%
BWP
2063
BSW Wealth Partners
Colorado
$346K -$23.7K -589 -7%
WW
2064
Westshore Wealth
California
$346K +$8.1K +201 +3%
RPWA
2065
Regent Peak Wealth Advisors
Georgia
$345K +$5.76K +143 +2%
SAG
2066
Spotlight Asset Group
Illinois
$343K -$11.6K -289 -3%
VCM
2067
Vivaldi Capital Management
Illinois
$343K – – –
SDWMA
2068
Schneider Downs Wealth Management Advisors
Pennsylvania
$343K +$104K +2,589 +47%
VFM
2069
Vivid Financial Management
California
$341K -$202K -5,014 -38%
UBV
2070
United Bank (Virginia)
Virginia
$341K – – –
LSA
2071
Lion Street Advisors
Texas
$341K +$324K +8,049 New
PCM
2072
Palisade Capital Management
New Jersey
$340K -$185K -4,600 -37%
WOSD
2073
WFA of San Diego
California
$340K -$3.02K -75 -0.9%
TC
2074
Tacita Capital
Ontario, Canada
$340K – – –
AWM
2075
Avondale Wealth Management
Texas
$340K +$322K +8,000 New
81 82
83
84 85