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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
IBOK
2126
Independence Bank of Kentucky
Kentucky
$460K -$63.2K -1,400 -11%
ML
2127
McAdam LLC
Pennsylvania
$460K +$59.7K +1,323 +13%
VA
2128
Valmark Advisers
Ohio
$459K +$60.2K +1,335 +14%
AWM
2129
Accurate Wealth Management
Florida
$458K -$586K -12,984 -54%
RCG
2130
Regatta Capital Group
California
$458K +$10.2K +227 +2%
ACM
2131
Allred Capital Management
Texas
$458K +$95.8K +2,124 +24%
FUBT
2132
First United Bank & Trust
Maryland
$457K +$632 +14 +0.1%
HWMA
2133
Heritage Wealth Management (Arizona)
Arizona
$457K +$500K +11,088 New
SIA
2134
Sage Investment Advisers
New York
$453K +$110K +2,446 +29%
WWMSC
2135
Wagner Wealth Management (South Carolina)
South Carolina
$453K +$134K +2,965 +37%
CBFP
2136
Cedar Brook Financial Partners
Ohio
$452K -$61.5K -1,363 -11%
FSA
2137
Franklin Street Advisors
North Carolina
$452K -$3.11K -69 -0.6%
BG
2138
Benedetti & Gucer
Georgia
$452K – – –
BO
2139
BRR OpCo
Ohio
$449K -$3.43K -76 -0.7%
CG
2140
CFO4Life Group
Texas
$449K +$27.8K +617 +6%
HFS
2141
Heritage Financial Services
Massachusetts
$448K -$39.1K -867 -7%
PAG
2142
Paladin Advisory Group
Iowa
$448K +$495K +10,965 New
P
2143
&Partners
Tennessee
$447K +$22.5K +498 +5%
CPSAC
2144
Chas P. Smith & Associates (CPS)
Florida
$445K – – –
GFP
2145
Gryphon Financial Partners
Ohio
$445K +$18.9K +419 +4%
IIC
2146
Integrated Investment Consultants
Michigan
$444K -$25.8K -572 -5%
KBG
2147
Kahn Brothers Group
New York
$442K – – –
JAG
2148
Journey Advisory Group
Kentucky
$441K – – –
MMG
2149
Monetary Management Group
Missouri
$441K – – –
SJL
2150
Shayne & Jacobs LLC
Tennessee
$441K – – –
84 85
86
87 88