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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
WAS
2101
Wealth Advisory Solutions
Indiana
$388K -$44.4K -1,288 -10%
FBC
2102
Fairfield, Bush & Co
Connecticut
$388K -$44.8K -1,300 -10%
LC
2103
Lavaca Capital
Texas
$387K +$392K +11,388 New
JSL
2104
JT Stratford LLC
Georgia
$387K +$93.6K +2,718 +30%
FA
2105
Financial Alternatives
California
$386K +$402K +11,669 New
PWM
2106
Prentice Wealth Management
New York
$386K +$31.7K +919 +9%
GFP
2107
Gryphon Financial Partners
Ohio
$386K -$14.2K -412 -3%
LSA
2108
Lion Street Advisors
Texas
$385K +$10.6K +308 +4%
BLC
2109
Brown, Lisle/Cummings
Rhode Island
$384K +$138 +4 +0%
MTWM
2110
Masso Torrence Wealth Management
New Jersey
$384K -$68.9K -1,999 -15%
FIB
2111
First Interstate Bank
Montana
$384K -$105K -3,041 -21%
MHR
2112
Matthew Hamilton Rosenberg
$384K +$7.68K +223 +2%
RCG
2113
Regatta Capital Group
California
$383K +$16.1K +467 +4%
OWP
2114
Obermeyer Wealth Partners
Colorado
$383K +$69.1K +2,005 +21%
SWM
2115
SFG Wealth Management
Maryland
$381K -$77.8K -2,258 -16%
DAM
2116
Deltec Asset Management
New York
$381K – – –
FPCP
2117
Fort Point Capital Partners
California
$381K – – –
CWM
2118
Cahaba Wealth Management
Georgia
$380K -$259K -7,519 -40%
CBFP
2119
Cedar Brook Financial Partners
Ohio
$379K -$26.6K -772 -6%
CFA
2120
Cahill Financial Advisors
Minnesota
$378K -$930 -27 -0.2%
GP
2121
Greenline Partners
New York
$378K -$10.2K -297 -3%
FMTC
2122
Farmers & Merchants Trust Company
California
$378K -$16.7K -486 -4%
CWM
2123
Centric Wealth Management
Illinois
$377K -$23.8K -692 -6%
RCG
2124
Rock Creek Group
District of Columbia
$377K -$68.3K -1,984 -15%
SFB
2125
STAR Financial Bank
Indiana
$377K +$392K +11,370 New
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85
86 87