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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
2351
Marotta Asset Management
Virginia
$228K +$227K +7,946 New
LBA
2352
Lowell Blake & Associates
Massachusetts
$228K – – –
CCM
2353
Chickasaw Capital Management
Tennessee
$227K – – –
LNWTC
2354
Laird Norton Wetherby Trust Company
Washington
$227K +$5.54K +194 +3%
HA
2355
HFG Advisors
Ohio
$226K – – –
FNT
2356
First Nebraska Trust
Nebraska
$225K – – –
MFA
2357
Morling Financial Advisors
California
$225K -$27.3K -956 -11%
WCM
2358
WealthBridge Capital Management
Ohio
$224K +$5.71K +200 +3%
FFWM
2359
Future Financial Wealth Management
Ohio
$224K -$3.51K -123 -2%
DI
2360
DDFG Inc
California
$223K +$86 +3 +0%
MAWA
2361
Moss Adams Wealth Advisors
Washington
$223K -$22.5K -789 -9%
CPC
2362
Consolidated Planning Corp
Georgia
$222K -$3.65M -128,029 -94%
FFS
2363
Founders Financial Securities
Maryland
$222K +$221K +7,749 New
AIP
2364
Almanack Investment Partners
Pennsylvania
$222K +$221K +7,736 New
PA
2365
PSI Advisors
Florida
$222K +$37.1K +1,301 +20%
WA
2366
WP Advisors
California
$220K +$219K +7,667 New
VC
2367
Veery Capital
Delaware
$220K +$713 +25 +0.3%
OAM
2368
Occidental Asset Management
California
$219K +$218K +7,645 New
OHIS
2369
Oak Harvest Investment Services
Texas
$219K +$1.6K +56 +0.7%
GHA
2370
GW Henssler & Associates
Georgia
$219K +$217K +7,622 New
OFG
2371
Oxford Financial Group
Indiana
$219K +$217K +7,619 New
IAP
2372
Indie Asset Partners
Indiana
$218K – – –
PR
2373
Payden & Rygel
California
$218K -$20.2M -707,330 -99%
WOSD
2374
WFA of San Diego
California
$218K -$1.97K -69 -0.9%
HCA
2375
Heck Capital Advisors
Wisconsin
$217K -$4.96K -174 -2%
93 94
95
96 97