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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
FAT
2076
First American Trust
California
$471K +$426K +12,408 New
CG
2077
Clarus Group
Texas
$470K -$9.54K -278 -2%
SLA
2078
Silver Lake Advisory
Utah
$467K +$2.95K +86 +0.7%
KWM
2079
Keebeck Wealth Management
Illinois
$467K -$3.36K -98 -0.8%
TF
2080
Trek Financial
Arizona
$466K +$9.96K +290 +2%
AWM
2081
Aberdeen Wealth Management
Illinois
$465K – – –
C
2082
CEDRUS
Colorado
$464K +$60.5K +1,762 +17%
MSG
2083
Main Street Group
Virginia
$463K +$232K +6,753 +122%
PPP
2084
Private Portfolio Partners
New Jersey
$462K -$41.2K -1,201 -9%
VP
2085
Verum Partners
North Carolina
$462K -$24.8K -723 -6%
MCM
2086
MV Capital Management
Maryland
$462K -$9.2K -268 -2%
AP
2087
Atwood & Palmer
Missouri
$461K -$3.81K -111 -0.9%
OHWP
2088
Oak Harbor Wealth Partners
North Carolina
$460K – – –
SMA
2089
Seven Mile Advisory
New Jersey
$460K +$35.8K +1,044 +9%
SPWM
2090
Schrum Private Wealth Management
Florida
$459K +$9.1K +265 +2%
HBW
2091
Hazlett, Burt & Watson
West Virginia
$458K +$23.1K +673 +6%
VC
2092
Vicus Capital
Pennsylvania
$458K +$55K +1,603 +15%
ES
2093
Eagle Strategies
New York
$457K +$414K +12,065 New
JFGIW
2094
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$456K -$318K -9,267 -44%
HWM
2095
Hemington Wealth Management
Virginia
$456K -$22.4K -653 -5%
AI
2096
AXS Investments
New York
$454K +$26.7K +777 +7%
MAC
2097
Mason & Associates (California)
California
$454K +$6.87K +200 +2%
AF
2098
Alerus Financial
North Dakota
$453K -$6.8K -198 -2%
D
2099
Diversified
Delaware
$452K -$20K -582 -5%
CIM
2100
Chapman Investment Management
California
$452K -$43.8K -1,275 -10%
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84
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