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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
THWM
2301
Taylor Hoffman Wealth Management
Virginia
$200K +$178K +5,159 New
3F
2302
360 Financial
Minnesota
$200K +$179K +5,177 New
BWM
2303
Blossom Wealth Management
California
$200K +$179K +5,177 New
BFWA
2304
Benchmark Financial Wealth Advisors
Florida
$200K +$179K +5,179 New
SFG
2305
StrategIQ Financial Group
Indiana
$200K +$179K +5,182 New
FFG
2306
Ford Financial Group
California
$200K +$179K +5,184 New
MLFP
2307
MPS Loria Financial Planners
Illinois
$197K +$311 +9 +0.2%
MCM
2308
MV Capital Management
Maryland
$197K +$5.73K +166 +3%
WWMSC
2309
Wagner Wealth Management (South Carolina)
South Carolina
$196K +$175K +5,077 New
ACA
2310
Atlas Capital Advisors
Wyoming
$196K +$51.8K +1,500 +42%
SNT
2311
Security National Trust
West Virginia
$193K -$42.4K -1,228 -20%
RAM
2312
Riggs Asset Management
Pennsylvania
$192K – – –
ATFA
2313
All Terrain Financial Advisors
Minnesota
$190K +$169K +4,900 New
RIM
2314
Rockbridge Investment Management
New York
$188K -$18.5K -535 -10%
HFA
2315
HC Financial Advisors
California
$188K – – –
RWM
2316
RBA Wealth Management
California
$182K +$162K +4,707 New
HI
2317
Human Investing
Oregon
$182K -$38.6K -1,119 -19%
SFSIG
2318
San Francisco Sentry Investment Group
California
$181K +$36.2K +1,050 +29%
TFM
2319
TFC Financial Management
Massachusetts
$180K -$10.6K -307 -6%
GSAM
2320
Grant Street Asset Management
Pennsylvania
$180K -$4.21K -122 -3%
HFS
2321
HBC Financial Services
Washington
$174K -$35 -1 -0%
SLF
2322
Sun Life Financial
Ontario, Canada
$172K -$2.21K -64 -1%
CWM
2323
Cranbrook Wealth Management
Michigan
$171K +$118K +3,412 +337%
GC
2324
Grace Capital
Massachusetts
$169K – – –
KFS
2325
Kelly Financial Services
Massachusetts
$166K +$104 +3 +0.1%
91 92
93
94 95