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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
DCM
2326
Dimension Capital Management
Florida
$238K -$1.02M -30,758 -79%
WF
2327
WoodTrust Financial
Wisconsin
$238K – – –
SXL
2328
Summit X LLC
Missouri
$238K +$274K +8,290 New
TBWA
2329
Three Bridge Wealth Advisors
California
$237K +$274K +8,300 New
PCM
2330
Pennsylvania Capital Management
Pennsylvania
$237K – – –
SI
2331
Saxon Interests
Texas
$237K +$62.3K +1,886 +29%
GSC
2332
Grey Street Capital
Illinois
$237K +$273K +8,275 New
D
2333
Diversified
Delaware
$237K +$47.6K +1,443 +21%
CIG
2334
Cascade Investment Group
Colorado
$236K – – –
BCMLT
2335
Beacon Capital Management LLC (Tennessee)
Tennessee
$236K -$31.9K -965 -10%
DWM
2336
Destination Wealth Management
California
$235K -$38.1K -1,154 -12%
BWG
2337
Beta Wealth Group
California
$235K +$33K +1,000 +14%
RWA
2338
Redhawk Wealth Advisors
Minnesota
$234K +$7.59K +230 +3%
FNBOSM
2339
First National Bank of South Miami
Florida
$234K -$103K -3,134 -28%
BRG
2340
Bay Rivers Group
Virginia
$234K – – –
FWM
2341
Forza Wealth Management
Florida
$234K +$270K +8,168 New
WMA
2342
West Michigan Advisors
Michigan
$234K -$627 -19 -0.2%
CBT
2343
CoreFirst Bank & Trust
Kansas
$233K – – –
NWA
2344
Navis Wealth Advisors
New York
$232K +$26.4K +800 +11%
SWP
2345
Strategic Wealth Partners
Ohio
$232K +$268K +8,113 New
EBA
2346
Eagle Bay Advisors
New York
$231K -$54.4K -1,649 -17%
SEIA
2347
Signature Estate & Investment Advisors
California
$231K -$11K -334 -4%
MFGP
2348
Marshall Financial Group (Pennsylvania)
Pennsylvania
$231K +$1.65K +50 +0.6%
BA
2349
Bridge Advisory
California
$231K +$9.8K +297 +4%
PK
2350
Pflug Koory
Nebraska
$231K +$4.95K +150 +2%
92 93
94
95 96