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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
2126
CFM Wealth Partners
Texas
$454K -$9.02K -198 -2%
VBFP
2127
Valtinson Bruner Financial Planning
Minnesota
$454K +$1.64K +36 +0.4%
GC
2128
Garde Capital
Washington
$454K +$210K +4,610 +82%
LGA
2129
Lebenthal Global Advisors
New York
$451K +$196K +4,313 +74%
VFA
2130
Voya Financial Advisors
Connecticut
$449K -$135K -2,963 -23%
JWM
2131
JGP Wealth Management
Oregon
$449K +$4.15K +91 +1%
RWB
2132
RMR Wealth Builders
New Jersey
$446K -$152K -3,326 -25%
QFA
2133
Quattro Financial Advisors
Texas
$445K – – –
BAM
2134
Brave Asset Management
New Jersey
$445K +$11.3K +248 +3%
WOSD
2135
WFA of San Diego
California
$445K +$90.4K +1,985 +25%
NWM
2136
Northcape Wealth Management
New York
$445K +$456K +10,000 New
ACM
2137
Antonetti Capital Management
Florida
$444K -$251K -5,500 -36%
RWI
2138
Red Wave Investments
Pennsylvania
$444K – – –
IP
2139
Investment Partners
Ohio
$444K +$114K +2,511 +34%
BB
2140
Bell Bank
North Dakota
$443K – – –
PTC
2141
Provident Trust Company
Wisconsin
$443K – – –
PIMG
2142
Patriot Investment Management Group
Tennessee
$441K -$19.5K -427 -4%
JWA
2143
JFS Wealth Advisors
Pennsylvania
$441K +$15.5K +341 +4%
MA
2144
MBA Advisors
Pennsylvania
$441K +$165K +3,629 +58%
SI
2145
Saxon Interests
Texas
$441K +$408K +8,963 New
MAC
2146
Mason & Associates (California)
California
$441K +$451K +9,906 New
JC
2147
Jacobs & Co
California
$440K -$72.9K -1,600 -14%
VST
2148
Van Strum & Towne
California
$440K +$2.73K +60 +0.6%
SAM
2149
Strategy Asset Managers
California
$439K -$221K -4,846 -33%
CRI
2150
Colonial River Investments
Virginia
$439K +$449K +9,859 New
84 85
86
87 88