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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
WAM
2151
WFA Asset Management
Wisconsin
$315K +$35.2K +1,065 +11%
OWP
2152
Obermeyer Wealth Partners
Colorado
$315K -$18.6K -564 -5%
FBT
2153
First Bank & Trust
South Dakota
$315K -$11.8K -358 -3%
SJL
2154
Shayne & Jacobs LLC
Tennessee
$315K – – –
TWM
2155
Tanager Wealth Management
United Kingdom
$314K +$363K +10,994 New
CG
2156
CFO4Life Group
Texas
$314K +$71.3K +2,161 +25%
KIA
2157
Kraematon Investment Advisors
Massachusetts
$314K +$35.3K +1,068 +11%
TFA
2158
Triad Financial Advisors
North Carolina
$313K -$254K -7,686 -41%
CPSAC
2159
Chas P. Smith & Associates (CPS)
Florida
$311K +$14.4K +436 +4%
WP
2160
WMS Partners
Maryland
$309K -$3.63K -110 -1%
FC
2161
Financial Council
Maryland
$309K +$231 +7 +0.1%
CM
2162
Cornerstone Management
Georgia
$309K – – –
OFS
2163
Oldfather Financial Services
Nebraska
$308K +$356K +10,781 New
DU
2164
Delphia (USA)
Ontario, Canada
$308K +$356K +10,781 New
AAP
2165
Arax Advisory Partners
Colorado
$308K +$12.1K +366 +4%
DS
2166
DRW Securities
Illinois
$307K -$441K -13,347 -55%
RIG
2167
RiverFront Investment Group
Virginia
$306K +$353K +10,699 New
OHWP
2168
Oak Harbor Wealth Partners
North Carolina
$305K +$14K +425 +4%
FSA
2169
Franklin Street Advisors
North Carolina
$305K +$4.95K +150 +1%
JCM
2170
Jacobsen Capital Management
Utah
$305K +$352K +10,663 New
WWP
2171
WR Wealth Planners
Missouri
$305K +$351K +10,647 +118,300%
CCM
2172
Carlson Capital Management
Minnesota
$303K -$7.92K -240 -2%
ACM
2173
Alethea Capital Management
Washington
$303K +$231 +7 +0.1%
KFP
2174
KB Financial Partners
New Jersey
$303K +$7.99K +242 +2%
GEA
2175
Glen Eagle Advisors
New Jersey
$302K -$1.92K -58 -0.5%
85 86
87
88 89