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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
OIS
2276
Okabena Investment Services
Minnesota
$219K +$218K +5,319 New
IF
2277
Intrua Financial
Texas
$218K -$41.4K -1,011 -16%
OSNBOA
2278
Old Second National Bank of Aurora
Illinois
$218K – – –
BRG
2279
Bay Rivers Group
Virginia
$217K – – –
PWA
2280
Physician Wealth Advisors
Utah
$217K – – –
UBG
2281
United Bank (Georgia)
Georgia
$217K – – –
RIM
2282
Rockbridge Investment Management
New York
$217K +$16K +390 +8%
DOA
2283
D'Orazio & Associates
Virginia
$217K +$164K +4,001 +318%
MAM
2284
Marotta Asset Management
Virginia
$216K – – –
ACA
2285
Atlas Capital Advisors
Wyoming
$216K +$7.17K +175 +3%
CWA
2286
Carolina Wealth Advisors
South Carolina
$215K -$5.04K -123 -2%
LP
2287
LGL Partners
Pennsylvania
$215K -$369 -9 -0.2%
ZF
2288
Zhang Financial
Michigan
$215K +$214K +5,219 New
APW
2289
Acima Private Wealth
Virginia
$214K – – –
SFG
2290
StrategIQ Financial Group
Indiana
$214K – – –
LB
2291
Leo Brokerage
Texas
$214K +$213K +5,191 New
CSPAM
2292
Cary Street Partners Asset Management
Virginia
$213K -$38.5K -940 -15%
MIP
2293
Mondrian Investment Partners
United Kingdom
$213K – – –
IHL
2294
Investment House LLC
California
$213K +$123 +3 +0.1%
RI
2295
Ridgewood Investments
New Jersey
$212K -$697K -17,000 -77%
BA
2296
Bridge Advisory
California
$212K +$211K +5,139 New
MIM
2297
Merrion Investment Management
New Jersey
$212K +$211K +5,150 New
CPC
2298
Consolidated Planning Corp
Georgia
$212K +$212K +5,165 New
MLFP
2299
MPS Loria Financial Planners
Illinois
$211K +$410 +10 +0.2%
TPA
2300
Trivium Point Advisory
Connecticut
$211K +$210K +5,122 New
90 91
92
93 94