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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
SJL
2101
Shayne & Jacobs LLC
Tennessee
$323K – – –
CC
2102
Centiva Capital
New York
$322K +$62.6K +1,874 +21%
DP
2103
DDD Partners
Washington
$322K +$66.9K +2,000 +23%
VC
2104
Vicus Capital
Pennsylvania
$321K -$5.68K -170 -2%
SBF
2105
Sara-Bay Financial
Florida
$321K – – –
DWM
2106
Destination Wealth Management
California
$320K -$273K -8,180 -44%
CPSAC
2107
Chas P. Smith & Associates (CPS)
Florida
$319K -$4.08K -122 -1%
4WM
2108
44 Wealth Management
Oregon
$319K +$1.2K +36 +0.3%
OHWP
2109
Oak Harbor Wealth Partners
North Carolina
$319K +$15.4K +461 +5%
GEA
2110
Glen Eagle Advisors
New Jersey
$318K -$48.8K -1,461 -12%
CAC
2111
Certified Advisory Corp
Florida
$318K +$29.7K +889 +9%
PFA
2112
Pathway Financial Advisors
Vermont
$317K – – –
SIA
2113
Sage Investment Advisers
New York
$317K +$1.5K +45 +0.4%
HAC
2114
Harbor Advisory Corp
New Hampshire
$317K +$351K +10,493 New
AAP
2115
Arax Advisory Partners
Colorado
$316K +$77.7K +2,324 +29%
SPWM
2116
Schrum Private Wealth Management
Florida
$315K -$301 -9 -0.1%
MWP
2117
Madison Wealth Partners
Wisconsin
$314K +$30.9K +923 +10%
TWM
2118
Thrive Wealth Management
Pennsylvania
$314K +$50.7K +1,518 +17%
MPCL
2119
My Personal CFO LLC
Washington
$313K -$308K -9,208 -100%
KFP
2120
KB Financial Partners
New Jersey
$313K +$43.8K +1,311 +14%
CCM
2121
Crabel Capital Management
California
$313K +$347K +10,378 New
DWA
2122
Douglass Winthrop Advisors
New York
$312K -$378K -11,311 -52%
WB
2123
West Bancorporation
Iowa
$311K -$47.9K -1,432 -12%
VCM
2124
Vigilant Capital Management
Maine
$311K -$5.38K -161 -2%
MA
2125
MBA Advisors
Pennsylvania
$311K – – –
83 84
85
86 87