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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
2201
Chesapeake Wealth Management
Virginia
$261K -$15.9K -387 -6%
AAIM
2202
Asset Advisors Investment Management
Georgia
$260K – – –
MA
2203
MBA Advisors
Pennsylvania
$259K – – –
DFCM
2204
Dark Forest Capital Management
Puerto Rico
$259K +$258K +6,282 New
FHC
2205
First Horizon Corporation
Tennessee
$258K +$1.56K +38 +0.6%
APW
2206
Austin Private Wealth
Texas
$258K +$4.88K +119 +2%
ACA
2207
Ackerman Capital Advisors
Texas
$257K -$76.4K -1,864 -23%
PAS
2208
Professional Advisory Services
Florida
$257K – – –
EIP
2209
Ellis Investment Partners
Pennsylvania
$257K +$533 +13 +0.2%
4WM
2210
44 Wealth Management
Oregon
$256K +$984 +24 +0.4%
CCG
2211
Chatham Capital Group
Georgia
$256K +$15.8K +385 +7%
PMAM
2212
Penn Mutual Asset Management
Pennsylvania
$253K -$28.7K -700 -10%
PIA
2213
Powell Investment Advisors
Florida
$252K – – –
CWM
2214
CCG Wealth Management
California
$251K +$6.27K +153 +3%
AWMF
2215
Arbor Wealth Management (Florida)
Florida
$250K +$248K +6,052 New
WS
2216
Wela Strategies
Georgia
$249K +$615 +15 +0.2%
SHGA
2217
Sand Hill Global Advisors
California
$249K +$248K +6,049 New
NSAM
2218
North Star Asset Management
Wisconsin
$248K +$3.07K +75 +1%
MJB
2219
Mark J. Bradley
$247K – – –
CF
2220
Corrigan Financial
Rhode Island
$246K -$2.09K -51 -0.8%
BA
2221
Ballast Advisors
Minnesota
$246K +$6.68K +163 +3%
W
2222
WealthOne
New York
$246K +$245K +5,969 New
HFP
2223
Holistic Financial Partners
Indiana
$244K -$2.71K -66 -1%
CCM
2224
Cohen Capital Management
California
$244K – – –
SAMC
2225
Spectrum Asset Management (California)
California
$244K +$41 +1 +0%
87 88
89
90 91