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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
MA
2301
MBA Advisors
Pennsylvania
$304K – – –
EP
2302
Edgestream Partners
New Jersey
$304K -$429K -14,747 -62%
JCM
2303
Jag Capital Management
Missouri
$304K -$64K -2,197 -20%
RB
2304
Rodgers Brothers
Pennsylvania
$304K +$8.73K +300 +3%
PA
2305
PSI Advisors
Florida
$304K +$291 +10 +0.1%
TPWM
2306
Twelve Points Wealth Management
Massachusetts
$303K -$37K -1,272 -12%
KA
2307
Klingman & Associates
New York
$303K -$25K -859 -9%
EWM
2308
Evermay Wealth Management
Virginia
$303K -$22.3K -767 -8%
G
2309
GenTrust
Florida
$301K -$2.79K -96 -1%
WFA
2310
Wellspring Financial Advisors
Ohio
$301K -$4.28K -147 -2%
HC
2311
Hamilton Capital
Ohio
$300K +$14.2K +489 +6%
AFP
2312
Alpha Financial Partners
Kentucky
$298K +$19.9K +682 +8%
QFA
2313
Quantum Financial Advisors
California
$298K – – –
TA
2314
Townsend & Associates
Colorado
$297K – – –
FAFN
2315
First Affirmative Financial Network
Colorado
$297K -$3.49K -120 -1%
CTI
2316
Community Trust & Investment
Kentucky
$296K +$13.9K +476 +6%
SFS
2317
Summit Financial Strategies
Ohio
$296K -$47.1K -1,618 -16%
WW
2318
Westshore Wealth
California
$295K -$4.16K -143 -2%
LCWP
2319
Legacy Capital Wealth Partners
Arkansas
$295K +$9.84K +338 +4%
NIWA
2320
New Insight Wealth Advisors
California
$294K +$254K +8,737 New
OPWM
2321
Oxinas Partners Wealth Management
Indiana
$294K -$291 -10 -0.1%
CHA
2322
Cooper/Haims Advisors
New York
$294K +$1.63K +56 +0.6%
DJSG
2323
D.J. St. Germain
Massachusetts
$293K -$53.3K -1,829 -17%
MGWM
2324
Marks Group Wealth Management
Minnesota
$293K +$15.4K +530 +6%
PPC
2325
Park Place Capital
Alabama
$291K +$19.4K +665 +8%
91 92
93
94 95