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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
RFO
2151
RiverGlades Family Offices
Florida
$449K – – –
FDS
2152
Freedom Day Solutions
Texas
$449K – – –
GA
2153
Gateway Advisory
New Jersey
$449K +$6.71K +175 +2%
CRWM
2154
Castle Rock Wealth Management
California
$448K -$1.73K -45 -0.4%
AFG
2155
ABLE Financial Group
Arizona
$448K +$17.8K +465 +4%
VFP
2156
Verus Financial Partners
Virginia
$445K -$23.5K -614 -5%
CAM
2157
Cozad Asset Management
Illinois
$444K +$7.63K +199 +2%
ASG
2158
Ariston Services Group
California
$444K -$3.22K -84 -0.7%
HKIM
2159
Hayek Kallen Investment Management
Alabama
$442K +$4.41K +115 +1%
DA
2160
Drake & Associates
Wisconsin
$441K -$14.6K -381 -3%
BTWM
2161
Brass Tax Wealth Management
Ohio
$441K +$425K +11,095 New
BWAM
2162
Boyd Watterson Asset Management
Ohio
$440K – – –
SEIA
2163
Signature Estate & Investment Advisors
California
$440K +$221K +5,774 +109%
TIA
2164
Traphagen Investment Advisors
New Jersey
$439K -$9.39K -245 -2%
TAM
2165
Townsend Asset Management
North Carolina
$439K +$1.69K +44 +0.4%
JCM
2166
Jag Capital Management
Missouri
$438K +$11K +287 +3%
SAM
2167
Smithbridge Asset Management
Pennsylvania
$438K +$20K +523 +5%
CWS
2168
Cypress Wealth Services
California
$438K +$27.8K +726 +7%
CUAMC
2169
China Universal Asset Management Company
China
$437K -$127K -3,301 -23%
LC
2170
LCNB Corp
Ohio
$436K -$9.58K -250 -2%
TCPW
2171
Twin City Private Wealth
North Carolina
$435K +$13.6K +354 +3%
CIM
2172
Chapman Investment Management
California
$434K -$38.2K -996 -8%
BAM
2173
BOS Asset Management
Illinois
$434K -$9.27K -242 -2%
DWM
2174
Dogwood Wealth Management
Kansas
$432K +$55.1K +1,438 +15%
SWP
2175
Semus Wealth Partners
Florida
$432K -$1.99K -52 -0.5%
85 86
87
88 89