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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
KLWA
2226
Kelly Lawrence W & Associates
California
$561K -$54.7K -1,300 -10%
KFSC
2227
Keystone Financial Services (Colorado)
Colorado
$560K +$15K +357 +3%
WA
2228
Wambolt & Associates
Colorado
$559K -$65.2K -1,550 -12%
TCOTS
2229
Trust Company of the South
North Carolina
$559K -$6.73K -160 -1%
IA
2230
IFG Advisors
Missouri
$559K +$2.48K +59 +0.5%
ML
2231
McAdam LLC
Pennsylvania
$558K +$9.09K +216 +2%
ORC
2232
O'Rourke & Company
Massachusetts
$556K +$421 +10 +0.1%
HBW
2233
Hazlett, Burt & Watson
West Virginia
$555K +$210 +5 +0%
KAM
2234
Kazazian Asset Management
Florida
$554K -$175K -4,164 -26%
SAM
2235
Sawgrass Asset Management
Florida
$554K -$22.4K -532 -4%
OHWP
2236
Oak Harbor Wealth Partners
North Carolina
$553K – – –
RFP
2237
Root Financial Partners
California
$553K +$187K +4,433 +61%
WAG
2238
Wallace Advisory Group
California
$552K -$6.9K -164 -1%
TWP
2239
Triad Wealth Partners
Kansas
$552K -$828K -19,671 -63%
TIA
2240
Traphagen Investment Advisors
New Jersey
$552K -$12K -285 -2%
NMG
2241
New Millennium Group
Utah
$550K -$54.1K -1,285 -10%
CIC
2242
Chilton Investment Company
Connecticut
$550K +$263K +6,257 +117%
CG
2243
Curat Global
New Hampshire
$550K +$123K +2,925 +34%
MG
2244
McHugh Group
Ohio
$548K – – –
CST
2245
Charles Schwab Trust
Nevada
$548K +$139K +3,310 +40%
LWP
2246
LMG Wealth Partners
Louisiana
$548K +$1.05K +25 +0.2%
KFA
2247
Kapstone Financial Advisors
Ohio
$546K -$5.05K -120 -1%
JC
2248
JB Capital
Connecticut
$546K -$19.6K -466 -4%
MCM
2249
Morton Capital Management
California
$545K -$8.41K -200 -2%
BCA
2250
Bay Capital Advisors
Virginia
$545K -$5.81K -138 -1%
88 89
90
91 92