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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
FA
2101
Fortis Advisors
Pennsylvania
$324K – – –
NRI
2102
NFP Retirement Inc
California
$322K +$103K +2,551 +51%
ATWA
2103
Arbor Trust Wealth Advisors
Michigan
$322K -$31.2K -775 -9%
IAP
2104
Indie Asset Partners
Indiana
$322K – – –
IC
2105
Inverness Counsel
New York
$322K +$4.43K +110 +1%
TCB
2106
Texas Capital Bancshares
Texas
$321K -$524 -13 -0.2%
IFS
2107
Ifrah Financial Services
Arkansas
$321K – – –
PI
2108
Pettee Investors
Connecticut
$321K – – –
PWAC
2109
Private Wealth Advisors (California)
California
$321K +$685 +17 +0.2%
HVP
2110
Hudson Value Partners
Florida
$320K -$36.7K -911 -11%
NCM
2111
Narwhal Capital Management
Georgia
$318K -$26.2K -650 -8%
BCFS
2112
Butensky & Cohen Financial Security
Florida
$318K – – –
AIM
2113
Allen Investment Management
New York
$318K +$302K +7,498 New
TCOO
2114
Trust Company of Oklahoma
Oklahoma
$317K -$10.1K -250 -3%
IP
2115
Investment Partners
Ohio
$317K +$443 +11 +0.1%
SCA
2116
STALEY CAPITAL ADVISERS
Pennsylvania
$316K -$8.06K -200 -3%
TWM
2117
TriaGen Wealth Management
California
$316K – – –
APWA
2118
Atlas Private Wealth Advisors
New Jersey
$315K -$15.5K -385 -5%
VBFG
2119
Vishria Bird Financial Group
Tennessee
$315K -$3.87K -96 -1%
FP
2120
Fiduciary Planning
Florida
$315K +$299K +7,426 New
HFAS
2121
Hummer Financial Advisory Services
Illinois
$314K – – –
MAG
2122
Mayfair Advisory Group
Alabama
$314K +$54.6K +1,356 +23%
NIM
2123
Nexus Investment Management
Ontario, Canada
$312K – – –
MPCG
2124
Matrix Private Capital Group
New York
$312K +$12.2K +302 +4%
QCM
2125
Quest Capital Management
Texas
$311K -$17.1K -424 -5%
83 84
85
86 87