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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
TF
2301
Trek Financial
Arizona
$282K – – –
CHA
2302
Cooper/Haims Advisors
New York
$282K +$1.52K +44 +0.5%
RFG
2303
RFP Financial Group
Georgia
$280K +$291K +8,452 New
EWM
2304
Executive Wealth Management
Michigan
$280K +$282K +8,201 +3,307%
JF
2305
Jump Financial
Illinois
$280K -$230K -6,663 -44%
SEIA
2306
Signature Estate & Investment Advisors
California
$279K -$24.1K -700 -8%
JWCA
2307
J.W. Coons Advisors
Ohio
$279K +$33.1K +960 +13%
SAF
2308
Smith Anglin Financial
Texas
$279K -$15.5K -449 -5%
FWM
2309
ForthRight Wealth Management
Georgia
$278K +$26K +754 +10%
RFM
2310
Royal Fund Management
Florida
$277K +$11.1K +321 +4%
SWM
2311
Segment Wealth Management
Texas
$277K – – –
AFG
2312
Alterity Financial Group
Maine
$277K -$33.7K -979 -10%
WF
2313
WoodTrust Financial
Wisconsin
$276K -$26.3K -763 -8%
TIA
2314
Tandem Investment Advisors
South Carolina
$276K +$288K +8,348 New
BAM
2315
Bellevue Asset Management
Washington
$276K -$4.41K -128 -2%
MFG
2316
Menard Financial Group
Texas
$275K -$206K -5,991 -42%
DIP
2317
DT Investment Partners
Pennsylvania
$275K – – –
VP
2318
Verum Partners
North Carolina
$274K +$285K +8,274 New
LJHT
2319
Laurie J. Hall Trustee
$274K – – –
BWM
2320
BlackDiamond Wealth Management
New York
$274K +$7.37K +214 +3%
CIG
2321
Cascade Investment Group
Colorado
$273K +$284K +8,256 New
SAMT
2322
Select Asset Management & Trust
Pennsylvania
$273K -$14.9K -434 -5%
LBA
2323
Lowell Blake & Associates
Massachusetts
$273K – – –
BRG
2324
Bay Rivers Group
Virginia
$271K +$10.3K +300 +4%
WMA
2325
West Michigan Advisors
Michigan
$271K +$2.51K +73 +0.9%
91 92
93
94 95