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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
AWMG
2226
Alliance Wealth Management Group
New Jersey
$377K – – –
HFS
2227
Heritage Financial Services
Massachusetts
$376K +$25K +729 +8%
DIP
2228
DT Investment Partners
Pennsylvania
$376K +$40K +1,165 +13%
TCB
2229
Texas Capital Bancshares
Texas
$376K -$1.2K -35 -0.4%
WFA
2230
Websterrogers Financial Advisors
South Carolina
$376K +$6.87K +200 +2%
WAM
2231
Walker Asset Management
Missouri
$374K +$1.24K +36 +0.4%
ACM
2232
Allred Capital Management
Texas
$374K -$7.38K -215 -2%
CPRC
2233
Consolidated Portfolio Review Corp
New York
$374K -$209K -6,101 -38%
GWP
2234
Gateway Wealth Partners
Wisconsin
$373K -$13K -379 -4%
WFA
2235
Wellspring Financial Advisors
Ohio
$373K +$30.8K +897 +10%
VST
2236
Van Strum & Towne
California
$373K – – –
MAG
2237
Mayfair Advisory Group
Alabama
$373K +$64.9K +1,890 +24%
OFG
2238
Oxford Financial Group
Indiana
$372K +$50.5K +1,470 +18%
TWM
2239
Triton Wealth Management
Arizona
$372K +$34 +1 +0%
NVCHI
2240
New Vernon Capital Holdings II
New Jersey
$370K +$335K +9,760 New
LIG
2241
Lokken Investment Group
Delaware
$370K – – –
CCG
2242
Chatham Capital Group
Georgia
$370K – – –
RA
2243
Riversedge Advisors
Delaware
$369K -$61.9K -1,802 -16%
TCWA
2244
Turtle Creek Wealth Advisors
Texas
$369K -$81.4K -2,371 -20%
IWM
2245
Integris Wealth Management
California
$369K -$89.4K -2,605 -21%
JHCP
2246
Jackson Hole Capital Partners
Oklahoma
$369K +$206 +6 +0.1%
SP
2247
Sequent Planning
Nebraska
$367K +$332K +9,677 New
CWA
2248
Consilium Wealth Advisory
Texas
$365K – – –
BOPW
2249
Brandywine Oak Private Wealth
Pennsylvania
$364K – – –
TCM
2250
Tradewinds Capital Management
Washington
$364K +$241K +7,019 +272%
88 89
90
91 92