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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
MMG
2126
Monetary Management Group
Missouri
$333K – – –
SJL
2127
Shayne & Jacobs LLC
Tennessee
$333K – – –
SBF
2128
Sara-Bay Financial
Florida
$332K – – –
IA
2129
IFG Advisors
Missouri
$332K +$108 +3 +0%
NB
2130
Nicolet Bankshares
Wisconsin
$331K +$36.7K +1,018 +11%
PTC
2131
Petrus Trust Company
Texas
$331K +$382K +10,618 New
ML
2132
McAdam LLC
Pennsylvania
$329K -$21K -584 -5%
NWA
2133
Navis Wealth Advisors
New York
$329K +$756 +21 +0.2%
HFS
2134
Heritage Financial Services
Massachusetts
$328K -$11.5K -320 -3%
4WM
2135
44 Wealth Management
Oregon
$328K +$12.3K +343 +3%
MIAS
2136
Mason Investment Advisory Services
Virginia
$328K -$1.23M -34,114 -76%
PFA
2137
Pathway Financial Advisors
Vermont
$326K +$7.53K +209 +2%
CCM
2138
Chiron Capital Management
Florida
$326K +$193K +5,350 +104%
SIA
2139
Sage Investment Advisers
New York
$325K -$19.5K -542 -5%
VCM
2140
Vigilant Capital Management
Maine
$325K – – –
SPWM
2141
Schrum Private Wealth Management
Florida
$325K +$468 +13 +0.1%
BWM
2142
BT Wealth Management
Georgia
$323K -$10.7K -296 -3%
SB
2143
Strategic Blueprint
Georgia
$323K +$16.1K +447 +5%
AR
2144
Apeiron RIA
Texas
$323K +$37.3K +1,036 New
WTA
2145
Washington Trust Advisors
Massachusetts
$322K -$12.6K -350 -3%
CCG
2146
Chatham Capital Group
Georgia
$322K +$177K +4,929 +91%
FBT
2147
First Bank & Trust
South Dakota
$321K +$17.9K +497 +5%
MCM
2148
Morton Capital Management
California
$320K -$5.69K -158 -2%
MA
2149
MBA Advisors
Pennsylvania
$320K -$3.96K -110 -1%
GA
2150
Geller Advisors
New York
$320K -$2.23K -62 -0.6%
84 85
86
87 88