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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
CAC
2301
Cowen and Company
New York
$235K +$101K +3,025 +36%
UAS
2302
United Asset Strategies
New York
$234K -$5.38K -161 -2%
CCA
2303
Column Capital Advisors
Indiana
$234K – – –
BA
2304
Bridge Advisory
California
$234K +$21.2K +634 +9%
LSA
2305
Lion Street Advisors
Texas
$233K -$10.3K -308 -4%
JWA
2306
JFS Wealth Advisors
Pennsylvania
$231K -$2.61K -78 -1%
FWM
2307
ForthRight Wealth Management
Georgia
$231K – – –
MFA
2308
Morling Financial Advisors
California
$231K – – –
CA
2309
Centerpoint Advisors
Massachusetts
$231K +$67 +2 +0%
BA
2310
Ballast Advisors
Minnesota
$231K +$21.6K +646 +9%
IAP
2311
Indie Asset Partners
Indiana
$230K -$2.67K -80 -1%
WCG
2312
Weaver Consulting Group
California
$230K +$2.54K +76 +1%
KCM
2313
KRS Capital Management
Michigan
$230K +$8.36K +250 +3%
KA
2314
Klingman & Associates
New York
$230K +$11.2K +334 +5%
PTC
2315
Petrus Trust Company
Texas
$229K -$101K -3,025 -28%
FA
2316
Fermata Advisors
California
$229K -$30.7K -919 -11%
TWM
2317
TriaGen Wealth Management
California
$229K -$4.35K -130 -2%
IFS
2318
Ifrah Financial Services
Arkansas
$229K – – –
PI
2319
Pettee Investors
Connecticut
$229K – – –
EBA
2320
Eagle Bay Advisors
New York
$229K +$39.8K +1,189 +19%
SCA
2321
STALEY CAPITAL ADVISERS
Pennsylvania
$228K +$14.6K +437 +6%
FCAG
2322
First Capital Advisors Group
New Jersey
$227K -$35.7K -1,068 -12%
BEI
2323
Benjamin Edwards Inc
Missouri
$227K +$20.8K +622 +9%
VCP
2324
Vista Capital Partners
Oregon
$226K -$5.85K -175 -2%
BSA
2325
Bull Street Advisors
Georgia
$226K – – –
91 92
93
94 95