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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
CC
2126
Carlson Capital
Texas
$814K -$127K -2,400 -14%
AMBIA
2127
Allen Mooney & Barnes Investment Advisors
Georgia
$812K +$62.9K +1,190 +9%
PCM
2128
Prelude Capital Management
New York
$809K +$510K +9,657 +191%
OP
2129
ORG Partners
Indiana
$809K +$41.7K +789 +6%
AA
2130
Argent Advisors
Louisiana
$808K -$28K -530 -3%
EHAM
2131
Eagle Harbor Asset Management
Washington
$807K – – –
FGWP
2132
Founders Grove Wealth Partners
Virginia
$803K +$134K +2,533 +21%
TCOT
2133
Trust Company of Toledo
Ohio
$801K -$26.4K -500 -3%
BFG
2134
Berger Financial Group
Minnesota
$799K -$423 -8 -0.1%
MCA
2135
Magnolia Capital Advisors
Mississippi
$798K +$4.86K +92 +0.6%
MFGM
2136
Marshall Financial Group (Maryland)
Maryland
$796K -$259K -4,899 -25%
FHC
2137
First Heartland Consultants
Missouri
$795K +$3.75K +71 +0.5%
ALC
2138
Alexander Labrunerie & Co
Missouri
$794K +$1.69K +32 +0.2%
PBF
2139
Petix & Botte Financial
California
$792K +$3.81K +72 +0.5%
BSTWA
2140
Blake Schutter Theil Wealth Advisors
Ohio
$792K +$28.5K +540 +4%
ABLA
2141
Alan B. Lancz & Associates
Ohio
$791K – – –
ML
2142
McAdam LLC
Pennsylvania
$790K +$90K +1,702 +13%
AWAP
2143
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$789K -$1.48K -28 -0.2%
FM
2144
Foster & Motley
Ohio
$789K -$258K -4,889 -25%
SPWM
2145
Spartan Planning & Wealth Management
North Carolina
$788K +$102K +1,938 +16%
WBWA
2146
William B. Walkup & Associates
South Carolina
$787K +$15.6K +295 +2%
CIC
2147
Crawford Investment Counsel
Georgia
$786K +$33.6K +635 +5%
WF
2148
WoodTrust Financial
Wisconsin
$786K – – –
JC
2149
JB Capital
Connecticut
$786K +$15.1K +286 +2%
DWM
2150
Defined Wealth Management
Oregon
$785K +$14.6K +277 +2%
84 85
86
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