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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
MWC
2351
MBM Wealth Consultants
Missouri
$115K – – –
TFIPS
2352
Towarzystwo Funduszy Inwestycyjnych PZU SA
$114K – – –
M
2353
MOTCO
Texas
$113K -$36K -1,044 -26%
ADIM
2354
Alpha DNA Investment Management
Maryland
$112K – – –
APWM
2355
Atlas Private Wealth Management
New York
$109K +$11K +320 +13%
LGWM
2356
Litman Gregory Wealth Management
California
$107K -$4.42K -128 -4%
BMD
2357
Better Money Decisions
New Mexico
$105K +$93.7K +2,716 New
SCM
2358
Sirios Capital Management
Massachusetts
$103K -$43.3K -1,256 -32%
ONST
2359
Old North State Trust
North Carolina
$103K – – –
FA
2360
Fortis Advisors
Pennsylvania
$97K +$86.3K +2,500 New
IRAG
2361
Investment Research & Advisory Group
Georgia
$96K – – –
NIC
2362
Northwest Investment Counselors
Oregon
$96K +$85.8K +2,487 New
KIG
2363
Kessler Investment Group
Indiana
$95K -$5.21K -151 -6%
WOC
2364
West Oak Capital
California
$95K – – –
EC
2365
Estate Counselors
Wisconsin
$92K – – –
DWP
2366
Destiny Wealth Partners
Florida
$92K +$3.83K +111 +5%
FCM
2367
Firestone Capital Management
Florida
$90K -$9.87K -286 -11%
SGAM
2368
Smith Group Asset Management
Texas
$90K +$10.2K +296 +15%
BAM
2369
Barrett Asset Management
New York
$89K – – –
UFF
2370
USA Financial Formulas
Michigan
$86K +$75.8K +2,198 +6,280%
JWM
2371
Janiczek Wealth Management
Colorado
$85K +$39.5K +1,145 +109%
BDWM
2372
Brewin Dolphin Wealth Management
Ireland
$84.6K – – –
PA
2373
Perennial Advisors
New York
$84K +$26.7K +773 +55%
LWA
2374
Lenox Wealth Advisors
New York
$80K -$46.2K -1,338 -39%
BHWM
2375
Bay Harbor Wealth Management
Maryland
$80K -$38.2K -1,107 -35%
93 94
95
96 97