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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
2276
Affinity Wealth Management
Delaware
$223K +$208K +5,171 New
LP
2277
LGL Partners
Pennsylvania
$222K +$1.09K +27 +0.5%
VCM
2278
Vigilant Capital Management
Maine
$222K +$34.4K +854 +20%
T
2279
TOBAM
France
$222K +$97K +2,408 +86%
ACA
2280
Atlas Capital Advisors
Wyoming
$222K – – –
CC
2281
Callan Capital
California
$221K -$17.3K -430 -8%
APW
2282
Acima Private Wealth
Virginia
$221K – – –
VV
2283
Verity & Verity
South Carolina
$221K +$184K +4,579 New
TVAMP
2284
Tennessee Valley Asset Management Partners
Tennessee
$221K +$209K +5,196 New
SFWC
2285
Strategic Family Wealth Counselors
New Jersey
$221K +$210K +5,218 New
MAM
2286
Marotta Asset Management
Virginia
$221K – – –
IHL
2287
Investment House LLC
California
$220K – – –
SFG
2288
StrategIQ Financial Group
Indiana
$220K – – –
THWM
2289
Taylor Hoffman Wealth Management
Virginia
$220K – – –
FAN
2290
Financial Advisors Network
California
$220K +$189K +4,681 New
CSPAM
2291
Cary Street Partners Asset Management
Virginia
$219K – – –
CPC
2292
Consolidated Planning Corp
Georgia
$219K – – –
MIM
2293
Merrion Investment Management
New Jersey
$218K – – –
RI
2294
Ridgewood Investments
New Jersey
$218K – – –
MLFP
2295
MPS Loria Financial Planners
Illinois
$217K +$403 +10 +0.2%
CGA
2296
Crescent Grove Advisors
Illinois
$217K +$8.06K +200 +4%
CHP
2297
Cable Hill Partners
Oregon
$217K +$205K +5,099 New
AA
2298
AF Advisors
California
$216K -$56.4K -1,400 -22%
CI
2299
Ceera Investments
Texas
$216K – – –
HAC
2300
Harbor Advisory Corp
New Hampshire
$216K – – –
90 91
92
93 94