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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
2201
EPG Wealth Management
Georgia
$257K +$20.3K +505 +9%
MJB
2202
Mark J. Bradley
$255K – – –
ER
2203
Enlightenment Research
Florida
$255K +$242K +6,000 New
SP
2204
SWS Partners
Ohio
$255K +$242K +6,000 New
TFF
2205
The Family Firm
Maryland
$254K -$299K -7,421 -58%
HCM
2206
Hengehold Capital Management
Ohio
$254K +$7.21K +179 +3%
AMM
2207
American Money Management
California
$254K +$8.06K +200 +3%
CF
2208
Corrigan Financial
Rhode Island
$253K +$81 +2 +0%
FOA
2209
Five Oceans Advisors
California
$253K +$240K +5,957 New
TCOT
2210
Trust Company of Toledo
Ohio
$252K +$11.1K +275 +5%
W
2211
WealthOne
New York
$251K -$2.34K -58 -1%
CCM
2212
Cohen Capital Management
California
$251K – – –
SAMC
2213
Spectrum Asset Management (California)
California
$251K +$40 +1 +0%
AWMF
2214
Arbor Wealth Management (Florida)
Florida
$250K -$6.32K -157 -3%
ADBIC
2215
A.D. Beadell Investment Counsel
Wisconsin
$250K – – –
DP
2216
DDD Partners
Washington
$249K – – –
SRC
2217
Sage Rhino Capital
California
$249K +$2.78K +69 +1%
LGA
2218
Lebenthal Global Advisors
New York
$248K – – –
CCG
2219
Chatham Capital Group
Georgia
$247K -$15.5K -385 -6%
BMWM
2220
Brown Miller Wealth Management
Virginia
$247K +$235K +5,826 New
AAIM
2221
Asset Advisors Investment Management
Georgia
$246K -$20.1K -500 -8%
SB
2222
Strategic Blueprint
Georgia
$246K +$37.9K +942 +19%
NSAM
2223
North Star Asset Management
Wisconsin
$245K -$10K -249 -4%
WIA
2224
World Investment Advisors
California
$244K -$24.1K -598 -9%
TFA
2225
Teamwork Financial Advisors
Texas
$244K +$231K +5,746 New
87 88
89
90 91