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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
JAM
2151
JCIC Asset Management
Ontario, Canada
$290K -$9.91K -246 -3%
PFC
2152
Phocas Financial Corp
California
$290K – – –
KCM
2153
Karp Capital Management
California
$289K +$403 +10 +0.1%
CSM
2154
CAMG Solamere Management
North Carolina
$289K +$76.8K +1,906 +39%
WWMSC
2155
Wagner Wealth Management (South Carolina)
South Carolina
$288K -$76.1K -1,888 -24%
SAM
2156
Summit Asset Management
Tennessee
$285K +$31.4K +780 +13%
KFS
2157
Kaizen Financial Strategies
California
$284K +$269K +6,684 New
SEP
2158
Southland Equity Partners
Missouri
$284K +$4.27K +106 +2%
WCG
2159
Weaver Consulting Group
California
$283K – – –
CC
2160
Cypress Capital
Tennessee
$283K +$268K +6,655 New
TFGT
2161
TS Financial Group (TSFG)
Illinois
$282K +$483 +12 +0.2%
RFG
2162
Range Financial Group
Oregon
$282K +$29.3K +728 +12%
SHWM
2163
Silicon Hills Wealth Management
Texas
$282K +$30.2K +750 +13%
EBA
2164
Eagle Bay Advisors
New York
$282K +$71.1K +1,765 +36%
AI
2165
AXS Investments
New York
$281K -$405K -10,057 -60%
ACP
2166
Arcus Capital Partners
Georgia
$281K -$7.82K -194 -3%
JGIA
2167
Jackson Grant Investment Advisers
Connecticut
$281K – – –
PC
2168
Port Capital
Illinois
$280K -$5.56K -138 -2%
SIAG
2169
Signet Investment Advisory Group
Rhode Island
$280K -$2.01K -50 -0.8%
UC
2170
Unio Capital
New Jersey
$280K – – –
ZF
2171
Zhang Financial
Michigan
$278K +$53.5K +1,329 +25%
SCM
2172
SKBA Capital Management
California
$277K -$4.03K -100 -2%
HBT
2173
Hills Bank & Trust
Iowa
$277K – – –
GPA
2174
Guidance Point Advisors
Massachusetts
$276K +$1.33K +33 +0.5%
CG
2175
CFO4Life Group
Texas
$275K +$261K +6,488 New
85 86
87
88 89