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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
B
2101
Bridgeworth
Alabama
$308K +$6.28K +182 +2%
CCM
2102
Chickasaw Capital Management
Tennessee
$307K – – –
TCB
2103
Texas Capital Bancshares
Texas
$307K – – –
TCOO
2104
Trust Company of Oklahoma
Oklahoma
$307K -$192K -5,570 -41%
CAM
2105
Cozad Asset Management
Illinois
$306K – – –
LF
2106
LifeSteps Financial
California
$306K – – –
WW
2107
Westshore Wealth
California
$305K +$272K +7,894 New
CIM
2108
Confluence Investment Management
Missouri
$304K -$54.2K -1,572 -17%
IC
2109
Inverness Counsel
New York
$303K -$4.93K -143 -2%
KJHP
2110
K.J. Harrison & Partners
Ontario, Canada
$303K -$1.73K -50 -0.6%
MFGP
2111
Marshall Financial Group (Pennsylvania)
Pennsylvania
$301K +$1.21K +35 +0.5%
MA
2112
MJP Associates
Connecticut
$300K +$26.9K +779 +11%
BSA
2113
Bull Street Advisors
Georgia
$299K -$2.42K -70 -0.9%
AFA
2114
Atlanta Financial Associates
Georgia
$299K – – –
BIA
2115
Bigelow Investment Advisors
Maine
$299K +$266K +7,722 New
RTS
2116
Round Table Services
New Jersey
$298K +$266K +7,710 New
TWM
2117
TriaGen Wealth Management
California
$297K – – –
BL
2118
BFSG LLC
California
$296K +$264K +7,662 New
RG
2119
Retirement Group
California
$295K -$15.1K -438 -5%
GKWIM
2120
Gerber Kawasaki Wealth & Investment Management
California
$295K +$263K +7,630 New
IAP
2121
Indie Asset Partners
Indiana
$294K -$1.73K -50 -0.7%
AGA
2122
Arkos Global Advisors
Texas
$294K +$6.14K +178 +2%
RWP
2123
Ridgecrest Wealth Partners
California
$294K +$262K +7,600 New
VA
2124
Valmark Advisers
Ohio
$294K +$262K +7,600 New
NW
2125
NewEdge Wealth
Pennsylvania
$294K +$262K +7,602 New
83 84
85
86 87