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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
MCA
2301
Magnolia Capital Advisors
Mississippi
$215K +$204K +5,064 New
SWA
2302
SFMG Wealth Advisors
Texas
$213K +$203K +5,029 New
BA
2303
Bristlecone Advisors
Washington
$212K – – –
FFG
2304
Ford Financial Group
California
$212K – – –
HA
2305
Harfst & Associates
Wyoming
$212K – – –
SWM
2306
Stockman Wealth Management
Montana
$211K -$2.01K -50 -1%
BFWA
2307
Benchmark Financial Wealth Advisors
Florida
$211K +$200K +4,974 New
SCA
2308
Stuart Chaussee & Associates
California
$210K – – –
BRG
2309
Bay Rivers Group
Virginia
$209K -$13.9K -345 -7%
SHWM
2310
Smith & Howard Wealth Management
Georgia
$209K +$198K +4,921 New
LA
2311
Latitude Advisors
Florida
$209K +$198K +4,924 New
WFG
2312
Wills Financial Group
Virginia
$208K -$3.71K -92 -2%
ATFA
2313
All Terrain Financial Advisors
Minnesota
$208K – – –
WCFA
2314
Walkner Condon Financial Advisors
Wisconsin
$208K +$197K +4,893 New
FB
2315
First Bancorp
Maine
$207K +$196K +4,877 New
GWSG
2316
GPS Wealth Strategies Group
Colorado
$206K +$67K +1,663 +52%
BA
2317
Bridge Advisory
California
$205K -$12.9K -320 -6%
AMG
2318
Advisors Management Group
Wisconsin
$205K -$5.48K -136 -3%
CIAS
2319
CFS Investment Advisory Services
New Jersey
$205K +$195K +4,835 New
AC
2320
Alexandria Capital
Virginia
$204K +$193K +4,794 New
MHC
2321
Meyer Handelman Company
New York
$204K +$193K +4,800 New
CJA
2322
C-J Advisory
California
$204K +$194K +4,819 New
WKWM
2323
Walter & Keenan Wealth Management
Indiana
$203K +$193K +4,788 New
3F
2324
360 Financial
Minnesota
$202K -$8.14K -202 -4%
IIM
2325
Ipswich Investment Management
Massachusetts
$202K +$192K +4,765 New
91 92
93
94 95