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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
PCM
2301
Palisade Capital Management
New Jersey
$244K – – –
FWM
2302
ForthRight Wealth Management
Georgia
$243K +$1.08K +38 +0.5%
LJCM
2303
Lee Johnson Capital Management
Texas
$243K -$9.7K -340 -4%
BRG
2304
Bay Rivers Group
Virginia
$243K +$7.85K +275 +3%
HR
2305
Hardy Reed
Mississippi
$243K -$9.13K -320 -4%
MAG
2306
Mayfair Advisory Group
Alabama
$243K +$57 +2 +0%
BOSSRA
2307
B.O.S.S. Retirement Advisors
Utah
$243K -$2.2M -77,121 -90%
HKIM
2308
Hayek Kallen Investment Management
Alabama
$242K +$241K +8,440 New
GWM
2309
GSB Wealth Management
Connecticut
$241K +$29 +1 +0%
OBWG
2310
Onyx Bridge Wealth Group
New York
$241K -$4.54K -159 -2%
UBV
2311
United Bank (Virginia)
Virginia
$240K – – –
CW
2312
CIC Wealth
Maryland
$240K -$7.25K -254 -3%
SCM
2313
SKBA Capital Management
California
$240K -$18.3K -640 -7%
LFM
2314
LGT Fund Management
Liechtenstein
$240K +$239K +8,360 New
D
2315
Diversified
Delaware
$239K +$2K +70 +0.8%
RPWA
2316
Regent Peak Wealth Advisors
Georgia
$239K +$10.8K +378 +5%
WF
2317
WoodTrust Financial
Wisconsin
$239K – – –
EWM
2318
Executive Wealth Management
Michigan
$238K -$3.45K -121 -1%
TBWA
2319
Three Bridge Wealth Advisors
California
$238K – – –
EWM
2320
EPG Wealth Management
Georgia
$238K -$12.9K -451 -5%
PCM
2321
Pennsylvania Capital Management
Pennsylvania
$238K +$143 +5 +0.1%
AAS
2322
Annex Advisory Services
Wisconsin
$237K -$373K -13,084 -61%
TC
2323
Trilogy Capital
California
$237K +$211K +7,409 New
CIG
2324
Cascade Investment Group
Colorado
$237K – – –
APWA
2325
Atlas Private Wealth Advisors
New Jersey
$237K +$235K +8,246 New
91 92
93
94 95