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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
EFG
2326
Ethos Financial Group
Pennsylvania
$320K -$3.74K -109 -1%
CST
2327
Charles Schwab Trust
Nevada
$318K -$4.67K -136 -2%
PCM
2328
Penserra Capital Management
California
$317K -$1.08M -31,333 -79%
CBFP
2329
Cedar Brook Financial Partners
Ohio
$316K -$3.91K -114 -1%
WA
2330
Waddell & Associates
Tennessee
$316K -$202K -5,896 -41%
MFGP
2331
Marshall Financial Group (Pennsylvania)
Pennsylvania
$315K +$1.92K +56 +0.7%
QFA
2332
Quantum Financial Advisors
California
$315K -$18.4K -535 -6%
SAM
2333
Strategy Asset Managers
California
$315K +$172 +5 +0.1%
EWM
2334
EPG Wealth Management
Georgia
$315K +$9.13K +266 +3%
NPFS
2335
Novak & Powell Financial Services
Florida
$314K +$343 +10 +0.1%
NQWM
2336
Northwest Quadrant Wealth Management
Oregon
$314K +$721 +21 +0.3%
CWM
2337
Centric Wealth Management
Illinois
$313K +$1.24K +36 +0.4%
NPT
2338
National Philanthropic Trust
Pennsylvania
$313K -$240K -6,985 -46%
FP
2339
Financial Perspectives
Minnesota
$313K -$6.97K -203 -2%
CMANY
2340
Capital Management Associates (New York)
New York
$312K -$5.56K -162 -2%
KWMG
2341
King Wealth Management Group
Florida
$312K -$71.6K -2,086 -20%
RCI
2342
RS Crum Inc
California
$312K -$13.7K -400 -5%
WIM
2343
Warwick Investment Management
Texas
$312K +$282K +8,219 New
CA
2344
Corrado Advisors
New Jersey
$311K +$282K +8,211 New
SMH
2345
Sanders Morris Harris
Texas
$311K +$282K +8,203 New
JC
2346
Jacobs & Co
California
$311K -$48.7K -1,420 -15%
BWM
2347
BCS Wealth Management
Tennessee
$311K – – –
GHA
2348
GW Henssler & Associates
Georgia
$310K -$11.3K -329 -4%
ONSWM
2349
Old North State Wealth Management
North Carolina
$309K +$14K +409 +5%
SSWM
2350
Strait & Sound Wealth Management
California
$308K +$18K +525 +7%
92 93
94
95 96