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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
GHAM
2251
Gilman Hill Asset Management
Connecticut
$409K +$413K +10,297 New
CM
2252
Capula Management
Cayman Islands
$408K +$268K +6,686 +186%
VC
2253
Vicus Capital
Pennsylvania
$408K -$151K -3,757 -27%
IF
2254
Intrua Financial
Texas
$408K -$117K -2,920 -22%
BWCS
2255
Beirne Wealth Consulting Services
Connecticut
$406K -$23.4K -584 -5%
MLA
2256
My Legacy Advisors
Oregon
$404K +$408K +10,175 New
PFA
2257
Pathway Financial Advisors
Vermont
$403K -$2.2K -55 -0.5%
CFSG
2258
Clark Financial Services Group
Missouri
$403K +$50.5K +1,260 +14%
DA
2259
Dover Advisors
Virginia
$403K -$21.2K -528 -5%
LNWTC
2260
Laird Norton Wetherby Trust Company
Washington
$402K +$406K +10,140 New
AWC
2261
Adamsbrown Wealth Consultants
Kansas
$401K -$1.72K -43 -0.4%
BWG
2262
Beta Wealth Group
California
$401K +$124K +3,105 +44%
SAA
2263
Southeast Asset Advisors
Georgia
$401K +$160 +4 +0%
ESB
2264
Essex Savings Bank
Connecticut
$401K -$81K -2,021 -17%
EWM
2265
Executive Wealth Management
Michigan
$399K +$403K +10,056 New
FC
2266
Financial Council
Maryland
$398K +$281 +7 +0.1%
WP
2267
WMS Partners
Maryland
$397K -$103K -2,571 -20%
RWI
2268
Red Wave Investments
Pennsylvania
$396K – – –
RCI
2269
RS Crum Inc
California
$396K +$281 +7 +0.1%
FG
2270
Foster Group
Iowa
$395K -$9.02K -225 -2%
ACM
2271
Allred Capital Management
Texas
$395K +$2.52K +63 +0.6%
AWMG
2272
Alliance Wealth Management Group
New Jersey
$394K – – –
PFWA
2273
Paces Ferry Wealth Advisors
Georgia
$394K -$2.93K -73 -0.7%
KCPG
2274
Kavar Capital Partners Group
Kansas
$394K -$30.2K -753 -7%
OFG
2275
Oxford Financial Group
Indiana
$394K -$348K -8,684 -47%
89 90
91
92 93