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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
PW
2076
Paladin Wealth
Minnesota
$634K +$26K +591 +4%
BFC
2077
Bedel Financial Consulting
Indiana
$634K +$26.4K +600 +5%
MCA
2078
Magnolia Capital Advisors
Mississippi
$634K +$634K +14,416 New
HB
2079
HTLF Bank
Colorado
$633K -$28.6K -651 -4%
TIA
2080
Tiemann Investment Advisors
California
$633K -$3.3K -75 -0.5%
MCA
2081
MSH Capital Advisors
Arizona
$631K -$14.7K -333 -2%
DWM
2082
Defined Wealth Management
Oregon
$631K +$5.68K +129 +0.9%
CCA
2083
Coign Capital Advisors
Utah
$631K +$632K +14,356 New
FWCM
2084
Ferguson Wellman Capital Management
Oregon
$631K +$47.1K +1,071 +8%
SWM
2085
Selective Wealth Management
Virginia
$630K -$60.1K -1,365 -9%
PBF
2086
Petix & Botte Financial
California
$630K – – –
AWAP
2087
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$629K -$5.41K -123 -0.9%
WDG
2088
Wealth Dimensions Group
Ohio
$626K +$351K +7,989 +128%
SWRP
2089
Summit Wealth & Retirement Planning
California
$625K +$41.6K +945 +7%
AIC
2090
Archer Investment Corporation
Indiana
$624K +$264 +6 +0%
TCOT
2091
Trust Company of Toledo
Ohio
$622K +$38.4K +872 +7%
PFA
2092
Pathway Financial Advisers
Indiana
$622K +$606K +13,779 +3,796%
NFA
2093
Northern Financial Advisors
Michigan
$621K -$69.1K -1,570 -10%
ML
2094
McAdam LLC
Pennsylvania
$620K +$100K +2,276 +19%
TCWA
2095
Turtle Creek Wealth Advisors
Texas
$620K +$53.5K +1,216 +9%
HCM
2096
Hall Capital Management
Rhode Island
$620K +$620K +14,096 New
AF
2097
Apexium Financial
Texas
$619K +$1.58K +36 +0.3%
BSTWA
2098
Blake Schutter Theil Wealth Advisors
Ohio
$619K -$795K -18,071 -56%
SSWM
2099
Sheets Smith Wealth Management
North Carolina
$618K +$5.46K +124 +0.9%
MSR
2100
Main Street Research
Connecticut
$618K -$5.72K -130 -0.9%
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