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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
2251
Thrive Wealth Management
Pennsylvania
$593K +$14.6K +282 +2%
SAM
2252
Sawgrass Asset Management
Florida
$592K – – –
VCP
2253
Vista Capital Partners
Oregon
$591K +$10.7K +208 +2%
PSF
2254
Pacific Sun Financial
California
$590K -$8.26K -160 -1%
VFP
2255
Verus Financial Partners
Virginia
$588K – – –
FMP
2256
Financial Management Professionals
Texas
$588K +$258 +5 +0%
FLP
2257
Financial Life Planners
Arizona
$588K +$3.35K +65 +0.5%
KW
2258
KWB Wealth
California
$588K – – –
CCM
2259
Check Capital Management
California
$587K -$3.49M -67,705 -85%
ESB
2260
Essex Savings Bank
Connecticut
$585K -$30.4K -590 -5%
LAIC
2261
Lederer & Associates Investment Counsel
California
$585K – – –
MCI
2262
MRP Capital Investments
Georgia
$585K +$12.9K +250 +2%
HIC
2263
Harvey Investment Company
Kentucky
$584K – – –
AFG
2264
ABLE Financial Group
Arizona
$583K -$29.8K -577 -5%
SPWM
2265
Schrum Private Wealth Management
Florida
$583K +$671 +13 +0.1%
RIM
2266
RW Investment Management
Idaho
$583K +$617K +11,952 New
MG
2267
McHugh Group
Ohio
$583K +$18.5K +359 +3%
GS
2268
GWN Securities
Florida
$582K +$112K +2,172 +22%
MSR
2269
Main Street Research
Connecticut
$582K +$42.6K +825 +7%
NRC
2270
New Republic Capital
North Carolina
$582K -$586K -11,352 -49%
SA
2271
Sovran Advisors
California
$582K +$49.5K +960 +10%
FBT
2272
First Bank & Trust
South Dakota
$582K +$99.6K +1,931 +19%
BWG
2273
Beta Wealth Group
California
$581K +$36.3K +703 +6%
WG
2274
Wellington Group
Indiana
$581K +$199K +3,864 +48%
WP
2275
WealthPLAN Partners
Nebraska
$580K +$133K +2,583 +28%
89 90
91
92 93