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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
ABLA
2051
Alan B. Lancz & Associates
Ohio
$690K – – –
SWA
2052
SOA Wealth Advisors
New York
$689K -$13.3K -317 -2%
MCA
2053
MSH Capital Advisors
Arizona
$688K +$21.9K +521 +4%
FFG
2054
Frisch Financial Group
New York
$688K +$505 +12 +0.1%
IF
2055
Intrua Financial
Texas
$687K +$100K +2,386 +20%
AP
2056
Atwood & Palmer
Missouri
$687K – – –
S
2057
Sunpointe
Missouri
$686K +$29.7K +707 +5%
GP
2058
Guardian Partners
Canada
$686K +$4.21K +100 +0.7%
SFWA
2059
Summit Financial Wealth Advisors
Louisiana
$684K +$31.2K +741 +5%
PAM
2060
PCG Asset Management
New Jersey
$682K -$14.5K -345 -2%
MCA
2061
Magnolia Capital Advisors
Mississippi
$682K +$1.3K +31 +0.2%
CT
2062
Colonial Trust
South Carolina
$681K -$43.2K -1,028 -7%
LGW
2063
Leslie Global Wealth
Illinois
$679K -$2.61K -62 -0.4%
SW
2064
SlateStone Wealth
Florida
$679K +$3.45K +82 +0.6%
PBF
2065
Petix & Botte Financial
California
$678K – – –
FHC
2066
First Heartland Consultants
Missouri
$678K +$45.9K +1,092 +8%
HC
2067
Hara Capital
Washington
$678K – – –
AWAP
2068
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$677K +$13.8K +328 +2%
HNB
2069
Hilltop National Bank
Wyoming
$675K +$600K +14,265 New
FA
2070
Fountainhead AM
New Jersey
$674K +$5.01K +119 +0.8%
BFG
2071
Berger Financial Group
Minnesota
$672K -$3.83K -91 -0.6%
WDG
2072
Wealth Dimensions Group
Ohio
$672K +$4.59K +109 +0.8%
FFG
2073
Fiduciary Financial Group
California
$669K -$292K -6,930 -33%
PFA
2074
Pathway Financial Advisers
Indiana
$669K +$1.64K +39 +0.3%
VCM
2075
Virtue Capital Management
Tennessee
$667K -$223K -5,305 -27%
81 82
83
84 85