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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
GG
2301
Greenwood Gearhart
Arkansas
$485K +$485K +11,031 New
CCM
2302
Chiron Capital Management
Florida
$485K -$23.1K -526 -5%
SWP
2303
Semus Wealth Partners
Florida
$484K -$11.7K -267 -2%
RCG
2304
Regatta Capital Group
California
$484K -$79.1K -1,797 -14%
JWM
2305
JGP Wealth Management
Oregon
$483K -$25.4K -577 -5%
TAM
2306
Townsend Asset Management
North Carolina
$482K +$924 +21 +0.2%
LCC
2307
Lincoln Capital Corp
Rhode Island
$482K -$57.5K -1,307 -11%
KA
2308
Klingman & Associates
New York
$481K -$8.93K -203 -2%
OFS
2309
Oldfather Financial Services
Nebraska
$479K +$5.59K +127 +1%
FAT
2310
First American Trust
California
$479K -$51.7K -1,174 -10%
CCA
2311
Cottonwood Capital Advisors
Utah
$477K +$129K +2,938 +37%
SCM
2312
Sollinda Capital Management
Florida
$476K – – –
CFP
2313
Cascade Financial Partners
California
$476K +$4.93K +112 +1%
NRC
2314
New Republic Capital
North Carolina
$476K -$278K -6,313 -37%
TFA
2315
Toth Financial Advisory
Virginia
$476K +$220 +5 +0%
WA
2316
Waddell & Associates
Tennessee
$476K +$112K +2,552 +31%
AT
2317
Arlington Trust
Alabama
$474K +$12.6K +287 +3%
TGAM
2318
TBH Global Asset Management
Tennessee
$474K +$88 +2 +0%
MPIA
2319
Mountain Pacific Investment Advisers
Idaho
$474K +$45.9K +1,043 +11%
RPGNY
2320
Retirement Planning Group (New York)
New York
$473K +$474K +10,772 New
VC
2321
Vicus Capital
Pennsylvania
$473K +$21.1K +480 +5%
FFA
2322
First Foundation Advisors
California
$473K -$40.7K -925 -8%
CAM
2323
Cozad Asset Management
Illinois
$472K – – –
FC
2324
Financial Council
Maryland
$471K +$30.1K +685 +7%
WFA
2325
Wellspring Financial Advisors
Ohio
$470K -$270K -6,128 -36%
91 92
93
94 95