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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
AMM
2351
American Money Management
California
$308K +$43K +944 +16%
FFWM
2352
Future Financial Wealth Management
Ohio
$307K +$456 +10 +0.2%
CCA
2353
Cottonwood Capital Advisors
Utah
$307K +$314K +6,901 New
NB
2354
Northwest Bancshares
Pennsylvania
$306K -$9.11K -200 -3%
CCP
2355
Cassia Capital Partners
North Carolina
$306K +$313K +6,880 New
CC
2356
Cypress Capital
Tennessee
$305K +$9.11K +200 +3%
HFM
2357
Harvest Fund Management
China
$305K +$141K +3,091 +82%
DBIA
2358
Dumont & Blake Investment Advisors
New Jersey
$304K -$18.2K -400 -6%
PFC
2359
Phocas Financial Corp
California
$304K – – –
IIA
2360
Integral Investment Advisors
California
$304K +$311K +6,832 New
KCM
2361
KRS Capital Management
Michigan
$303K +$311K +6,820 New
TA
2362
Trellis Advisors
Washington
$302K -$11.8K -259 -4%
KCM
2363
Karp Capital Management
California
$302K – – –
RRWA
2364
Rainey & Randall Wealth Advisors
Florida
$302K +$24.5K +538 +9%
ACP
2365
Arcus Capital Partners
Georgia
$301K +$6.74K +148 +2%
SWIM
2366
Smallwood Wealth Investment Management
New Jersey
$301K +$308K +6,767 New
TFGT
2367
TS Financial Group (TSFG)
Illinois
$300K +$5.06K +111 +2%
FOA
2368
Five Oceans Advisors
California
$298K +$33.8K +741 +12%
SEP
2369
Southland Equity Partners
Missouri
$297K – – –
AA
2370
Auxano Advisors
Washington
$297K +$304K +6,680 New
JGIA
2371
Jackson Grant Investment Advisers
Connecticut
$295K – – –
SHWM
2372
Silicon Hills Wealth Management
Texas
$295K – – –
BFWA
2373
Benchmark Financial Wealth Advisors
Florida
$295K +$75.3K +1,652 +33%
PC
2374
Port Capital
Illinois
$293K – – –
GPA
2375
Guidance Point Advisors
Massachusetts
$291K +$1.32K +29 +0.4%
93 94
95
96 97