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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
JCM
2326
Jacobsen Capital Management
Utah
$291K +$18.8K +646 +8%
ICP
2327
Interchange Capital Partners
Pennsylvania
$290K -$44.7K -1,534 -15%
RCI
2328
RS Crum Inc
California
$290K -$8.73K -300 -3%
FCB
2329
First County Bank
Connecticut
$290K -$12.1K -417 -5%
PAG
2330
Paladin Advisory Group
Iowa
$290K – – –
SSA
2331
Sierra Summit Advisors
Nevada
$290K +$250K +8,600 New
HR
2332
Hardy Reed
Mississippi
$289K -$3.49K -120 -1%
GWM
2333
GSB Wealth Management
Connecticut
$289K +$29 +1 +0%
JF
2334
Jump Financial
Illinois
$288K -$581K -19,952 -70%
DWM
2335
Dogwood Wealth Management
Kansas
$287K +$249K +8,536 New
ZF
2336
Zhang Financial
Michigan
$287K +$249K +8,535 New
CST
2337
Charles Schwab Trust
Nevada
$287K -$285K -9,788 -53%
GHA
2338
GW Henssler & Associates
Georgia
$287K +$18.3K +629 +8%
WFS
2339
Widmann Financial Services
Maryland
$286K +$14.5K +498 +6%
NCM
2340
Narwhal Capital Management
Georgia
$285K +$8.41K +289 +4%
FBT
2341
First Bank & Trust
South Dakota
$285K +$23.6K +809 +11%
SPWM
2342
Spartan Planning & Wealth Management
North Carolina
$285K +$246K +8,458 +120,829%
EFG
2343
Ethos Financial Group
Pennsylvania
$285K +$14.3K +492 +6%
KIA
2344
KLR Investment Advisors
Rhode Island
$285K +$246K +8,450 New
FP
2345
Financial Perspectives
Minnesota
$284K +$2.39K +82 +1%
CWM
2346
Cherrydale Wealth Management
New Jersey
$283K +$245K +8,401 New
CMANY
2347
Capital Management Associates (New York)
New York
$283K -$473K -16,247 -66%
GA
2348
Gateway Advisory
New Jersey
$283K +$28.8K +989 +13%
OFG
2349
Oxford Financial Group
Indiana
$281K +$243K +8,346 New
PIM
2350
Plato Investment Management
Australia
$281K +$243K +8,339 New
92 93
94
95 96