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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
AWMG
2176
Alliance Wealth Management Group
New Jersey
$309K – – –
MAG
2177
Mayfair Advisory Group
Alabama
$309K +$252 +7 +0.1%
WMA
2178
West Michigan Advisors
Michigan
$309K +$1.08K +30 +0.3%
SMH
2179
Sanders Morris Harris
Texas
$309K +$50.4K +1,400 +16%
FWM
2180
Fairhaven Wealth Management
Illinois
$308K -$179K -4,960 -33%
GC
2181
Garde Capital
Washington
$308K -$720 -20 -0.2%
VST
2182
Van Strum & Towne
California
$308K – – –
OPTFSNA
2183
Old Point Trust & Financial Services N A
Virginia
$308K +$357K +9,911 New
JWM
2184
JGP Wealth Management
Oregon
$307K +$216 +6 +0.1%
OPCM
2185
Osborne Partners Capital Management
California
$307K +$18.4K +512 +5%
TCB
2186
Texas Capital Bancshares
Texas
$307K +$84.5K +2,346 +31%
FWCM
2187
Ferguson Wellman Capital Management
Oregon
$306K -$2.45K -68 -0.7%
PAIM
2188
Punch & Associates Investment Management
Minnesota
$306K – – –
SPP
2189
Single Point Partners
Massachusetts
$306K +$1.22K +34 +0.3%
AWP
2190
Ascent Wealth Partners
New York
$305K -$191K -5,301 -35%
BFPW
2191
BOK Financial Private Wealth
Colorado
$304K -$952K -26,447 -73%
MIM
2192
Meixler Investment Management
Arizona
$304K -$3.6K -100 -1%
NIM
2193
NuWave Investment Management
New Jersey
$304K +$352K +9,775 New
NRI
2194
NFP Retirement Inc
California
$303K -$1.51K -42 -0.4%
MF
2195
Meridian Financial
Massachusetts
$302K -$126K -3,501 -23%
WW
2196
Westshore Wealth
California
$301K -$187K -5,184 -35%
CAC
2197
Certified Advisory Corp
Florida
$300K +$1.01K +28 +0.3%
SICM
2198
Sustainable Insight Capital Management
New York
$300K +$21.6K +600 +7%
AFG
2199
Alterity Financial Group
Maine
$300K +$347K +9,632 New
KTC
2200
Kistler-Tiffany Companies
Pennsylvania
$299K +$9.36K +260 +3%
86 87
88
89 90