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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
KA
2276
Klingman & Associates
New York
$295K +$44.6K +1,294 +17%
TF
2277
TimeScale Financial
Massachusetts
$294K – – –
OAM
2278
Oak Asset Management
California
$293K – – –
QFA
2279
Quantum Financial Advisors
California
$293K +$3.38K +98 +1%
BMCM
2280
Bryn Mawr Capital Management
Pennsylvania
$293K +$304K +8,840 New
CG
2281
CFO4Life Group
Texas
$292K +$59.7K +1,733 +24%
C
2282
CFO4Life
Texas
$292K +$304K +8,820 New
NCM
2283
Narwhal Capital Management
Georgia
$292K +$23.3K +675 +8%
BWM
2284
BerganKDV Wealth Management
Minnesota
$292K -$10.1K -292 -3%
VCM
2285
Vigilant Capital Management
Maine
$291K -$51.7K -1,502 -15%
SIMG
2286
Sonora Investment Management Group
Arizona
$291K -$108K -3,136 -26%
KWM
2287
Keebeck Wealth Management
Illinois
$290K +$8.34K +242 +3%
EFG
2288
Ethos Financial Group
Pennsylvania
$289K +$301K +8,736 New
FA
2289
Financial Advisors
Massachusetts
$289K -$87.4K -2,536 -23%
JCM
2290
Jag Capital Management
Missouri
$288K +$300K +8,705 New
IIC
2291
Ironwood Investment Counsel
Arizona
$288K +$300K +8,707 New
MAG
2292
Mayfair Advisory Group
Alabama
$288K -$25.7K -745 -8%
FH
2293
FWG Holdings
Florida
$286K -$13.4K -389 -4%
JHCP
2294
Jackson Hole Capital Partners
Oklahoma
$285K – – –
ATWA
2295
Arbor Trust Wealth Advisors
Michigan
$285K +$52.5K +1,525 +22%
PCM
2296
Pennsylvania Capital Management
Pennsylvania
$285K – – –
PCA
2297
Prosperity Capital Advisors
Ohio
$284K +$296K +8,586 New
BFIM
2298
Beese Fulmer Investment Management
Ohio
$284K – – –
LPAM
2299
Lodestar Private Asset Management
California
$283K +$294K +8,550 New
CA
2300
CGN Advisors
Kansas
$282K -$4.31K -125 -1%
90 91
92
93 94