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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
WAM
2201
WFA Asset Management
Wisconsin
$329K -$69.8K -2,026 -17%
BST
2202
Bath Savings Trust
Maine
$329K -$98.1K -2,849 -22%
AWMG
2203
Alliance Wealth Management Group
New Jersey
$329K – – –
KIA
2204
Kraematon Investment Advisors
Massachusetts
$328K +$2.03K +59 +0.6%
ISB
2205
Iowa State Bank
Iowa
$328K +$342K +9,918 New
BFG
2206
Berger Financial Group
Minnesota
$328K +$3.24K +94 +1%
MIM
2207
Meixler Investment Management
Arizona
$328K +$5.17K +150 +2%
CWP
2208
CFM Wealth Partners
Texas
$328K +$16.5K +480 +5%
KIG
2209
Kowal Investment Group
Wisconsin
$327K -$8.71K -253 -2%
APW
2210
Austin Private Wealth
Texas
$327K +$102K +2,950 +43%
PAIM
2211
Punch & Associates Investment Management
Minnesota
$326K – – –
EC
2212
EdgeRock Capital
Colorado
$326K -$6.99K -203 -2%
VST
2213
Van Strum & Towne
California
$325K – – –
JLBC
2214
J.L. Bainbridge & Co
Florida
$325K – – –
CAM
2215
Cozad Asset Management
Illinois
$325K +$32.3K +938 +11%
NRI
2216
NFP Retirement Inc
California
$324K +$5.86K +170 +2%
GSIAS
2217
Garden State Investment Advisory Services
New Jersey
$324K +$337K +9,792 New
SMH
2218
Sanders Morris Harris
Texas
$323K – – –
HWM
2219
Horizon Wealth Management
Illinois
$323K -$33.2K -965 -9%
EBA
2220
Eagle Bay Advisors
New York
$322K +$75.4K +2,188 +29%
OPCM
2221
Osborne Partners Capital Management
California
$322K -$4.68K -136 -1%
AFP
2222
Alpha Financial Partners
Kentucky
$322K +$335K +9,717 New
B
2223
Barings
North Carolina
$322K +$86.8K +2,520 +35%
WW
2224
Westshore Wealth
California
$320K – – –
CWM
2225
CCG Wealth Management
California
$320K +$14.7K +428 +5%
87 88
89
90 91