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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
2076
Prentice Wealth Management
New York
$355K +$25.2K +763 +7%
BB
2077
Bell Bank
North Dakota
$354K -$48.1K -1,457 -11%
CCFM
2078
Clear Creek Financial Management
Washington
$354K +$38.6K +1,170 +10%
TCM
2079
Triumph Capital Management
Colorado
$354K -$70.9K -2,148 -15%
PVI
2080
Pine Valley Investments
New Jersey
$354K +$708K +21,454 New
SIC
2081
Sigma Investment Counselors
Michigan
$353K -$11.6K -350 -3%
RWP
2082
Ridgecrest Wealth Partners
California
$353K – – –
SWA
2083
SFMG Wealth Advisors
Texas
$353K +$164K +4,961 +67%
SLA
2084
Silver Lake Advisory
Utah
$352K -$16.7K -505 -4%
BMC
2085
Benin Management Corp
Connecticut
$352K – – –
HBW
2086
Hazlett, Burt & Watson
West Virginia
$351K +$6.6K +200 +2%
FPCP
2087
Fort Point Capital Partners
California
$351K +$25.4K +769 +7%
GM
2088
Granger Management
New York
$351K +$16.2K +490 +4%
AWM
2089
Aberdeen Wealth Management
Illinois
$351K – – –
KIG
2090
Kowal Investment Group
Wisconsin
$350K +$77.7K +2,353 +24%
CIM
2091
Chapman Investment Management
California
$349K +$66 +2 +0%
PFWA
2092
Paces Ferry Wealth Advisors
Georgia
$347K +$63.3K +1,917 +19%
TFG
2093
Tilson Financial Group
New Jersey
$347K +$198 +6 +0%
KFA
2094
Kapstone Financial Advisors
Ohio
$347K +$330 +10 +0.1%
CWA
2095
Centennial Wealth Advisory
Michigan
$345K +$57.9K +1,753 +17%
HIP
2096
HUB Investment Partners
Texas
$345K +$83.3K +2,522 +26%
FTC
2097
Farmers Trust Company
Ohio
$345K – – –
AFT
2098
Alpha Family Trust
California
$344K +$397K +12,030 New
TAM
2099
Townsend Asset Management
North Carolina
$343K +$792 +24 +0.2%
AFS
2100
Annapolis Financial Services
Maryland
$342K +$132 +4 +0%
82 83
84
85 86