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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
CAC
2326
Certified Advisory Corp
Florida
$494K +$1.89K +45 +0.4%
BGAI
2327
Bruce G. Allen Investments
Colorado
$493K +$33.2K +789 +8%
PCM
2328
Park Capital Management
Wisconsin
$492K -$48.9K -1,162 -10%
SC
2329
Sawyer & Company
Massachusetts
$492K -$64K -1,521 -15%
CFG
2330
Carr Financial Group
Massachusetts
$491K +$294 +7 +0.1%
BAM
2331
Brave Asset Management
New Jersey
$491K – – –
TCPW
2332
Twin City Private Wealth
North Carolina
$489K -$42.6K -1,013 -9%
ABWM
2333
Alpine Bank Wealth Management
Colorado
$489K -$15.4K -365 -3%
SAMT
2334
Select Asset Management & Trust
Pennsylvania
$488K – – –
FA
2335
FDx Advisors
Illinois
$488K +$8.71K +207 +2%
PS
2336
Planned Solutions
California
$488K +$12K +285 +3%
JWBC
2337
J.W. Burns & Co
New York
$488K -$48.9K -1,163 -10%
CM
2338
Cornerstone Management
Georgia
$487K – – –
OBWG
2339
Onyx Bridge Wealth Group
New York
$484K -$2.82K -67 -0.7%
FCM
2340
Fogel Capital Management
Florida
$484K -$12.9M -306,676 -97%
SA
2341
Sovran Advisors
California
$483K +$88.3K +2,099 +26%
ISFAN
2342
Investor's Fiduciary Advisor Network
Washington
$483K +$430K +10,222 New
FP
2343
Fiduciary Planning
Florida
$483K – – –
BSHC
2344
Breed's Hill Capital
Massachusetts
$481K +$3.07K +73 +0.7%
SLC
2345
Second Line Capital
Louisiana
$480K -$6.82K -162 -2%
BWG
2346
Beta Wealth Group
California
$479K -$13.3K -315 -3%
SBF
2347
Sara-Bay Financial
Florida
$478K – – –
MA
2348
MKT Advisors
California
$476K +$2.82K +67 +0.7%
MSR
2349
Main Street Research
Connecticut
$476K -$203K -4,822 -32%
BFIM
2350
Beese Fulmer Investment Management
Ohio
$475K +$59.1K +1,405 +16%
92 93
94
95 96