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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
2101
Shelton Wealth Management
Texas
$349K +$31.4K +871 +8%
HWM
2102
Horizon Wealth Management
Illinois
$349K +$102K +2,833 +34%
CRWM
2103
Castle Rock Wealth Management
California
$348K -$2.05K -57 -0.5%
FSA
2104
Franklin Street Advisors
North Carolina
$348K +$7.31K +203 +2%
PCG
2105
Private Capital Group
Connecticut
$347K -$550K -15,270 -58%
IBOK
2106
Independence Bank of Kentucky
Kentucky
$347K – – –
JC
2107
Jacobs & Co
California
$347K +$43.6K +1,210 +12%
FPCP
2108
Fort Point Capital Partners
California
$346K -$173K -4,793 -30%
VAFP
2109
Vahanian & Associates Financial Planning
New York
$346K -$84.1K -2,335 -17%
TWM
2110
Triton Wealth Management
Arizona
$346K -$50.9K -1,415 -12%
CWS
2111
Confluence Wealth Services
Pennsylvania
$344K -$28.5K -792 -8%
MA
2112
MKT Advisors
California
$342K +$4.9K +136 +1%
MIC
2113
Maxi Investments CY
Cyprus
$342K +$396K +11,000 New
IWA
2114
Intercontinental Wealth Advisors
Texas
$340K -$17.5K -485 -4%
VFA
2115
Voya Financial Advisors
Connecticut
$340K +$62.4K +1,734 +19%
LC
2116
LCNB Corp
Ohio
$338K -$18.3K -509 -4%
VC
2117
Vicus Capital
Pennsylvania
$337K -$263K -7,296 -40%
ST
2118
Sabal Trust
Florida
$337K +$97.4K +2,706 +33%
CM
2119
Cornerstone Management
Georgia
$336K +$7.2K +200 +2%
HAS
2120
HBW Advisory Services
California
$336K -$38.3K -1,063 -9%
BO
2121
BRR OpCo
Ohio
$336K -$3.85K -107 -1%
SIC
2122
Sigma Investment Counselors
Michigan
$335K +$18.9K +524 +5%
LNWTC
2123
Laird Norton Wetherby Trust Company
Washington
$334K -$210K -5,835 -35%
KBG
2124
Kahn Brothers Group
New York
$333K – – –
CPSAC
2125
Chas P. Smith & Associates (CPS)
Florida
$333K -$4.25K -118 -1%
83 84
85
86 87