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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
SOS
2326
Silver Oak Securities
Tennessee
$236K +$234K +8,212 New
BAM
2327
Bellevue Asset Management
Washington
$236K -$4.17K -146 -2%
ONSWM
2328
Old North State Wealth Management
North Carolina
$236K +$234K +8,212 New
BA
2329
Bridge Advisory
California
$236K +$4.05K +142 +2%
NB
2330
Nicolet Bankshares
Wisconsin
$235K -$60.7K -2,127 -21%
OHWA
2331
Oak Hill Wealth Advisors
Virginia
$235K -$22.5K -789 -9%
SP
2332
Successful Portfolios
Florida
$234K -$152K -5,325 -39%
CBT
2333
CoreFirst Bank & Trust
Kansas
$234K – – –
MFGP
2334
Marshall Financial Group (Pennsylvania)
Pennsylvania
$233K +$1.68K +59 +0.7%
NWA
2335
Navis Wealth Advisors
New York
$233K – – –
GGS
2336
Galvin Gaustad & Stein
Arizona
$233K +$14.3K +500 +7%
ACA
2337
Affinity Capital Advisors
California
$233K +$8.13K +285 +4%
FAFN
2338
First Affirmative Financial Network
Colorado
$233K +$231K +8,108 New
SXL
2339
Summit X LLC
Missouri
$232K -$6.31K -221 -3%
PK
2340
Pflug Koory
Nebraska
$231K – – –
KFS
2341
Kaizen Financial Strategies
California
$231K +$2.91K +102 +1%
SCM
2342
Sterneck Capital Management
Missouri
$230K +$57 +2 +0%
GD
2343
Grandfield & Dodd
New York
$230K – – –
WMA
2344
West Michigan Advisors
Michigan
$230K -$4.2K -147 -2%
AA
2345
Auxano Advisors
Washington
$230K – – –
SAM
2346
Strategy Asset Managers
California
$229K +$114 +4 +0.1%
LJHT
2347
Laurie J. Hall Trustee
$229K – – –
JWCA
2348
J.W. Coons Advisors
Ohio
$229K -$12.7K -445 -5%
TF
2349
Tompkins Financial
New York
$229K – – –
ACM
2350
Aljian Capital Management
Nevada
$229K – – –
92 93
94
95 96