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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
ACP
2126
Aveo Capital Partners
Colorado
$376K +$43.1K +1,252 +12%
FBT
2127
First Bank & Trust
South Dakota
$376K +$9.3K +270 +2%
FWA
2128
FSM Wealth Advisors
Ohio
$376K +$51K +1,481 +15%
PSP
2129
Pacific Sage Partners
Washington
$375K +$390K +11,325 New
FNBOSM
2130
First National Bank of South Miami
Florida
$375K -$14.8K -431 -4%
CCA
2131
Cottonwood Capital Advisors
Utah
$375K +$40.1K +1,164 +11%
AMC
2132
Asset Management Corp
Illinois
$374K -$22K -640 -5%
RFO
2133
RiverGlades Family Offices
Florida
$374K +$389K +11,300 New
VFP
2134
Verus Financial Partners
Virginia
$373K -$12.1K -350 -3%
SSW
2135
Stone Summit Wealth
Florida
$372K – – –
CCFM
2136
Clear Creek Financial Management
Washington
$372K -$71.9K -2,086 -16%
CAM
2137
Campion Asset Management
Virginia
$371K -$21.4K -620 -5%
IWA
2138
Intercontinental Wealth Advisors
Texas
$370K -$15.5K -451 -4%
IA
2139
IFG Advisors
Missouri
$370K -$792 -23 -0.2%
JC
2140
Jacobs & Co
California
$369K -$930 -27 -0.2%
SWM
2141
Shelton Wealth Management
Texas
$367K -$3.93K -114 -1%
CPA
2142
Capital Planning Advisors
California
$365K -$107K -3,092 -22%
BG
2143
Benedetti & Gucer
Georgia
$365K +$68.8K +1,998 +22%
AIA
2144
Angeles Investment Advisors
California
$365K +$380K +11,018 New
SJL
2145
Shayne & Jacobs LLC
Tennessee
$364K +$10.3K +300 +3%
DOA
2146
D'Orazio & Associates
Virginia
$363K -$40.6K -1,180 -10%
MA
2147
MKT Advisors
California
$362K +$12.5K +364 +4%
WP
2148
WMS Partners
Maryland
$362K -$15.6K -453 -4%
CCM
2149
Carlson Capital Management
Minnesota
$359K -$10K -291 -3%
WAG
2150
Wallace Advisory Group
California
$359K +$373K +10,833 New
84 85
86
87 88