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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
OAM
2151
Oak Asset Management
California
$299K +$297K +7,245 New
WAM
2152
Winslow Asset Management
Ohio
$298K -$2.46K -60 -0.8%
PS
2153
Planned Solutions
California
$298K – – –
LWM
2154
Lionsbridge Wealth Management
Florida
$297K -$8.07K -197 -3%
DC
2155
Derby & Company
Massachusetts
$296K – – –
VCM
2156
Versant Capital Management
Arizona
$295K +$17.7K +431 +6%
PCM
2157
Prelude Capital Management
New York
$291K -$534K -13,035 -65%
MHR
2158
Matthew Hamilton Rosenberg
$291K -$258K -6,299 -89%
MPCG
2159
Matrix Private Capital Group
New York
$290K -$779 -19 -0.3%
TA
2160
Trellis Advisors
Washington
$290K -$164 -4 -0.1%
PWAC
2161
Private Wealth Advisors (California)
California
$289K -$58.9K -1,436 -17%
PCFFS
2162
Pacific Center for Financial Services
California
$288K +$123 +3 +0%
WTFG
2163
Wells Trecaso Financial Group
Ohio
$286K +$123 +3 +0%
WCWM
2164
Willow Creek Wealth Management
California
$286K +$16K +391 +6%
TWM
2165
TriaGen Wealth Management
California
$285K -$10.3K -251 -3%
WWM
2166
Wolff Wiese Magana
California
$284K -$50.3K -1,228 -15%
NA
2167
Nottingham Advisors
New York
$284K +$282K +6,891 New
UFA
2168
US Financial Advisors
Massachusetts
$283K -$410 -10 -0.1%
NB
2169
Nicolet Bankshares
Wisconsin
$283K – – –
RPCA
2170
Running Point Capital Advisors
California
$282K +$23.8K +581 +9%
ACP
2171
Arcus Capital Partners
Georgia
$281K -$425K -10,368 -60%
PFC
2172
Phocas Financial Corp
California
$281K +$41K +1,000 +17%
KCM
2173
Karp Capital Management
California
$280K +$278K +6,787 New
PC
2174
Port Capital
Illinois
$277K – – –
WCG
2175
Weaver Consulting Group
California
$275K +$22.6K +552 +9%
85 86
87
88 89