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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
BCA
2101
Bay Colony Advisors
Massachusetts
$696K -$170K -3,303 -19%
MWA
2102
Muirfield Wealth Advisors
North Carolina
$696K -$170K -3,300 -19%
MFGM
2103
Marshall Financial Group (Maryland)
Maryland
$696K -$10.2K -198 -1%
BFG
2104
Berger Financial Group
Minnesota
$696K -$13.3K -258 -2%
FM
2105
Foster & Motley
Ohio
$694K -$5.26K -102 -0.7%
NFA
2106
Northern Financial Advisors
Michigan
$694K +$226K +4,379 +44%
JFGIW
2107
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$693K -$31.8K -617 -4%
NHT
2108
New Hampshire Trust
New Hampshire
$689K -$77.4K -1,500 -10%
TBFA
2109
Three Bearings Fiduciary Advisors
New Hampshire
$689K – – –
CSB
2110
City State Bank
Iowa
$688K – – –
FFM
2111
Forum Financial Management
Illinois
$688K -$5.56M -107,804 -88%
RCA
2112
Ranch Capital Advisors
Florida
$687K +$8.51K +165 +1%
CVM
2113
Cheviot Value Management
California
$686K – – –
JC
2114
JB Capital
Connecticut
$686K -$10.7K -208 -1%
ICP
2115
Interchange Capital Partners
Pennsylvania
$684K -$281K -5,441 -25%
BOS
2116
Bank of Stockton
California
$684K -$53.9K -1,045 -7%
YIA
2117
YHB Investment Advisors
Connecticut
$684K -$297K -5,753 -29%
BRG
2118
Bay Rivers Group
Virginia
$682K +$516 +10 +0.1%
DWM
2119
Defined Wealth Management
Oregon
$682K -$14.9K -288 -2%
SWP
2120
Strategic Wealth Partners
Ohio
$679K +$5.99K +116 +0.8%
SW
2121
SlateStone Wealth
Florida
$679K -$11K -214 -2%
KFP
2122
KMG Fiduciary Partners
Ohio
$679K -$155 -3 -0%
AFG
2123
Albion Financial Group
Utah
$677K +$38.7K +750 +6%
TCOT
2124
Trust Company of Toledo
Ohio
$676K -$35.6K -689 -5%
FCFC
2125
First Citizens Financial Corp
Iowa
$676K -$2.06K -40 -0.3%
83 84
85
86 87