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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
AWC
2151
Adamsbrown Wealth Consultants
Kansas
$289K +$20.7K +701 +7%
BIA
2152
Barry Investment Advisors
Massachusetts
$289K -$57.4K -1,941 -16%
PCIG
2153
Partners Capital Investment Group
Massachusetts
$289K +$312K +10,547 New
FSA
2154
Financial Security Advisor
Virginia
$289K +$312K +10,546 New
C
2155
CEDRUS
Colorado
$289K +$3.28K +111 +1%
DJSG
2156
D.J. St. Germain
Massachusetts
$288K -$97K -3,280 -24%
MTWM
2157
Masso Torrence Wealth Management
New Jersey
$288K -$5.09K -172 -2%
BWG
2158
Beta Wealth Group
California
$288K +$18K +608 +6%
KCPG
2159
Kavar Capital Partners Group
Kansas
$287K -$97.3K -3,289 -24%
KWMG
2160
King Wealth Management Group
Florida
$287K -$503 -17 -0.2%
SAM
2161
Smithbridge Asset Management
Pennsylvania
$287K – – –
LCGC
2162
Legacy Capital Group California
California
$286K -$3.17K -107 -1%
SFS
2163
Summit Financial Strategies
Ohio
$285K -$4.23K -143 -1%
TA
2164
Trellis Advisors
Washington
$285K +$1.36K +46 +0.4%
CWM
2165
Centric Wealth Management
Illinois
$284K +$22.6K +764 +8%
LCOV
2166
London Company of Virginia
Virginia
$283K -$457K -15,430 -60%
PCA
2167
Prosperity Capital Advisors
Ohio
$283K +$29.6K +1,000 +11%
GC
2168
Garde Capital
Washington
$283K +$3.7K +125 +1%
BDWCC
2169
B&D White Capital Company
Texas
$282K +$305K +10,300 New
SCG
2170
Sonata Capital Group
Washington
$282K -$74K -2,500 -20%
MCM
2171
Morton Capital Management
California
$282K – – –
TPWM
2172
Twelve Points Wealth Management
Massachusetts
$281K -$82.5K -2,789 -21%
ICP
2173
Interchange Capital Partners
Pennsylvania
$281K -$83.1K -2,810 -22%
PFWA
2174
Paces Ferry Wealth Advisors
Georgia
$280K -$8.46K -286 -3%
JWM
2175
JGP Wealth Management
Oregon
$280K -$533 -18 -0.2%
85 86
87
88 89