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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
OFG
2276
Oxford Financial Group
Indiana
$394K -$348K -8,684 -47%
BOPW
2277
Brandywine Oak Private Wealth
Pennsylvania
$394K -$120 -3 -0%
OWA
2278
One Wealth Advisors
California
$393K +$23.5K +586 +6%
ATWA
2279
Arbor Trust Wealth Advisors
Michigan
$392K – – –
VC
2280
Veracity Capital
Georgia
$390K +$40 +1 +0%
RBC
2281
Romano Brothers & Co
Illinois
$390K – – –
OBWG
2282
Onyx Bridge Wealth Group
New York
$390K +$18.7K +467 +5%
VST
2283
Van Strum & Towne
California
$390K – – –
LIG
2284
Lokken Investment Group
Delaware
$390K +$2.81K +70 +0.7%
BAM
2285
BOS Asset Management
Illinois
$389K -$44.2K -1,102 -10%
OFS
2286
Orrstown Financial Services
Pennsylvania
$389K +$392K +9,793 New
OAM
2287
Occidental Asset Management
California
$388K +$47.4K +1,183 +14%
OPPS
2288
Obsidian Personal Planning Solutions
Maryland
$388K +$3.41K +85 +0.9%
CCG
2289
Chatham Capital Group
Georgia
$387K – – –
MPIA
2290
Mountain Pacific Investment Advisers
Idaho
$387K – – –
CW
2291
Channel Wealth
California
$385K -$40 -1 -0%
WAM
2292
Walker Asset Management
Missouri
$384K -$9.86K -246 -2%
TCM
2293
Tradewinds Capital Management
Washington
$383K +$40 +1 +0%
CWA
2294
Consilium Wealth Advisory
Texas
$382K – – –
CWM
2295
Cherrydale Wealth Management
New Jersey
$382K +$401 +10 +0.1%
BST
2296
Bath Savings Trust
Maine
$382K +$20K +500 +5%
ACP
2297
Aveo Capital Partners
Colorado
$381K +$133K +3,326 +53%
JLBC
2298
J.L. Bainbridge & Co
Florida
$381K +$3.85K +96 +1%
NEPPG
2299
New England Professional Planning Group
Rhode Island
$380K – – –
PCA
2300
Prosperity Capital Advisors
Ohio
$380K +$70.6K +1,761 +23%
90 91
92
93 94