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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
HFA
2326
HC Financial Advisors
California
$200K – – –
SB
2327
Strategic Blueprint
Georgia
$200K +$199K +4,845 New
VCP
2328
Vista Capital Partners
Oregon
$200K +$199K +4,859 New
SNT
2329
Security National Trust
West Virginia
$199K -$6.35K -155 -3%
TFM
2330
TFC Financial Management
Massachusetts
$192K +$82 +2 +0%
KFS
2331
Kelly Financial Services
Massachusetts
$186K +$8.73K +213 +5%
JPLA
2332
Joseph P. Lucia & Associates
New York
$183K +$10.2K +250 +6%
VCM
2333
Vigilant Capital Management
Maine
$180K +$11.3K +275 +7%
CWM
2334
Cranbrook Wealth Management
Michigan
$179K -$3.44K -84 -2%
WAM
2335
Wolverine Asset Management
Illinois
$175K -$175K -4,259 -50%
MA
2336
Modus Advisors
Minnesota
$175K +$174K +4,236 New
BWL
2337
Bogart Wealth LLC
Virginia
$167K +$19.6K +478 +13%
CHA
2338
Carmichael Hill & Associates
Maryland
$166K -$7.58K -185 -4%
HFS
2339
HBC Financial Services
Washington
$166K – – –
AW
2340
Avion Wealth
Texas
$165K +$158K +3,844 +2,373%
AAP
2341
Arax Advisory Partners
Colorado
$165K +$164K +4,012 New
CP
2342
Castleview Partners
Texas
$162K +$161K +3,933 New
LCM
2343
Logan Capital Management
Pennsylvania
$161K – – –
HFM
2344
Harvest Fund Management
China
$157K – – –
AIM
2345
Acropolis Investment Management
Missouri
$155K – – –
CAM
2346
Costello Asset Management
Pennsylvania
$153K +$492 +12 +0.3%
BMD
2347
Better Money Decisions
New Mexico
$153K +$41.2K +1,006 +37%
TC
2348
Trust Company
Kansas
$151K – – –
ACM
2349
Adalta Capital Management
New York
$151K +$10.2K +250 +7%
RTC
2350
Riverview Trust Company
Washington
$150K – – –
92 93
94
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