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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
KLI
2126
Kelman-Lazarov Inc
Tennessee
$221K +$195K +7,292 New
WAM
2127
Winslow Asset Management
Ohio
$221K +$195K +7,292 New
BA
2128
Bridge Advisory
California
$221K +$196K +7,305 New
YIH
2129
Y-Intercept (HK)
Hong Kong
$221K +$197K +7,361 New
BWM
2130
BCS Wealth Management
Tennessee
$220K +$194K +7,243 New
OAM
2131
Oak Asset Management
California
$220K +$194K +7,245 New
JHCP
2132
Jackson Hole Capital Partners
Oklahoma
$220K +$195K +7,265 New
NIM
2133
Nexus Investment Management
Ontario, Canada
$220K +$197K +7,350 New
ST
2134
Sabal Trust
Florida
$219K -$188K -7,007 -49%
ACP
2135
Arcus Capital Partners
Georgia
$219K +$193K +7,210 New
MIM
2136
Moseley Investment Management
Florida
$219K +$194K +7,223 New
NFSG
2137
Newbridge Financial Services Group
Florida
$218K +$992 +37 +0.5%
BFPW
2138
BOK Financial Private Wealth
Colorado
$218K +$192K +7,178 New
DC
2139
Derby & Company
Massachusetts
$218K +$192K +7,178 New
KFS
2140
Kaizen Financial Strategies
California
$216K +$191K +7,121 New
PIM
2141
Penobscot Investment Management
Massachusetts
$215K +$190K +7,100 New
SCM
2142
Stevens Capital Management
Pennsylvania
$215K +$191K +7,109 New
WTFG
2143
Wells Trecaso Financial Group
Ohio
$213K +$188K +7,030 New
PCFFS
2144
Pacific Center for Financial Services
California
$212K +$134 +5 +0.1%
NCM
2145
Northside Capital Management
Oregon
$211K +$186K +6,948 New
MA
2146
MJP Associates
Connecticut
$211K +$187K +6,964 New
AA
2147
AF Advisors
California
$211K +$188K +7,000 New
OWA
2148
Opal Wealth Advisors
New York
$210K +$186K +6,925 New
RFM
2149
Royal Fund Management
Florida
$210K +$186K +6,940 New
BWM
2150
BT Wealth Management
Georgia
$209K +$185K +6,899 New
84 85
86
87 88