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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
2326
Bellevue Asset Management
Washington
$236K -$4.17K -146 -2%
ONSWM
2327
Old North State Wealth Management
North Carolina
$236K +$234K +8,212 New
BA
2328
Bridge Advisory
California
$236K +$4.05K +142 +2%
NB
2329
Nicolet Bankshares
Wisconsin
$235K -$60.7K -2,127 -21%
OHWA
2330
Oak Hill Wealth Advisors
Virginia
$235K -$22.5K -789 -9%
SP
2331
Successful Portfolios
Florida
$234K -$152K -5,325 -39%
CBT
2332
CoreFirst Bank & Trust
Kansas
$234K – – –
MFGP
2333
Marshall Financial Group (Pennsylvania)
Pennsylvania
$233K +$1.68K +59 +0.7%
NWA
2334
Navis Wealth Advisors
New York
$233K – – –
GGS
2335
Galvin Gaustad & Stein
Arizona
$233K +$14.3K +500 +7%
ACA
2336
Affinity Capital Advisors
California
$233K +$8.13K +285 +4%
FAFN
2337
First Affirmative Financial Network
Colorado
$233K +$231K +8,108 New
SXL
2338
Summit X LLC
Missouri
$232K -$6.31K -221 -3%
PK
2339
Pflug Koory
Nebraska
$231K – – –
KFS
2340
Kaizen Financial Strategies
California
$231K +$2.91K +102 +1%
SCM
2341
Sterneck Capital Management
Missouri
$230K +$57 +2 +0%
GD
2342
Grandfield & Dodd
New York
$230K – – –
WMA
2343
West Michigan Advisors
Michigan
$230K -$4.2K -147 -2%
AA
2344
Auxano Advisors
Washington
$230K – – –
SAM
2345
Strategy Asset Managers
California
$229K +$114 +4 +0.1%
LJHT
2346
Laurie J. Hall Trustee
$229K – – –
JWCA
2347
J.W. Coons Advisors
Ohio
$229K -$12.7K -445 -5%
TF
2348
Tompkins Financial
New York
$229K – – –
ACM
2349
Aljian Capital Management
Nevada
$229K – – –
MAM
2350
Marotta Asset Management
Virginia
$228K +$227K +7,946 New
92 93
94
95 96