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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
BBWA
2251
Bell & Brown Wealth Advisors
California
$231K +$219K +5,441 New
NCM
2252
Noesis Capital Mangement
Florida
$231K +$219K +5,441 New
TYCC
2253
Texas Yale Capital Corp
Florida
$230K +$218K +5,422 New
PSP
2254
Principal Street Partners
Tennessee
$229K -$15.7K -390 -7%
WA
2255
Winfield Associates
Ohio
$229K – – –
NWM
2256
Northwest Wealth Management
Iowa
$229K +$806 +20 +0.4%
FAFN
2257
First Affirmative Financial Network
Colorado
$229K +$217K +5,387 New
PFC
2258
Poplar Forest Capital
California
$228K – – –
MWM
2259
Merriman Wealth Management
Washington
$228K +$2.17K +54 +1%
SIS
2260
Sound Income Strategies
Florida
$227K – – –
MCIA
2261
Mountain Capital Investment Advisors
Colorado
$227K +$206K +5,118 New
OIS
2262
Okabena Investment Services
Minnesota
$226K – – –
JMF
2263
Johnson Midwest Financial
Iowa
$226K +$282 +7 +0.1%
FTA
2264
Financial & Tax Architects
Missouri
$225K +$214K +5,302 New
SDH
2265
Sloy Dahl & Holst
Washington
$225K +$214K +5,306 New
WIC
2266
Whitegate Investment Counselors
New Hampshire
$225K +$214K +5,306 New
CQS
2267
Credential Qtrade Securities
$224K +$145K +3,600 +213%
KWM
2268
Keebeck Wealth Management
Illinois
$224K -$54K -1,340 -20%
OSNBOA
2269
Old Second National Bank of Aurora
Illinois
$224K – – –
RIM
2270
Rockbridge Investment Management
New York
$224K +$363 +9 +0.2%
OWA
2271
Opal Wealth Advisors
New York
$223K -$81.2K -2,016 -28%
HFS
2272
Horizon Financial Services
North Carolina
$223K -$6.93K -172 -3%
CCM
2273
Chiron Capital Management
Florida
$223K -$4.03K -100 -2%
AWM
2274
Affinity Wealth Management
Delaware
$223K +$208K +5,171 New
LP
2275
LGL Partners
Pennsylvania
$222K +$1.09K +27 +0.5%
89 90
91
92 93