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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
CBFP
2351
Cedar Brook Financial Partners
Ohio
$280K -$1.28K -44 -0.5%
SWM
2352
Shelton Wealth Management
Texas
$280K -$87K -2,989 -26%
SAM
2353
Strategy Asset Managers
California
$279K +$8.71K +299 +4%
SPP
2354
Single Point Partners
Massachusetts
$279K -$28K -962 -10%
NPFS
2355
Novak & Powell Financial Services
Florida
$279K +$241K +8,273 New
NQWM
2356
Northwest Quadrant Wealth Management
Oregon
$278K -$41.5K -1,427 -15%
MFGP
2357
Marshall Financial Group (Pennsylvania)
Pennsylvania
$278K +$2.04K +70 +0.9%
CWM
2358
Centric Wealth Management
Illinois
$278K -$56.2K -1,929 -19%
AFS
2359
Annapolis Financial Services
Maryland
$277K -$57.2K -1,965 -19%
CAM
2360
Campion Asset Management
Virginia
$277K -$87.3K -3,000 -27%
BWM
2361
BCS Wealth Management
Tennessee
$276K +$18.1K +620 +8%
AIA
2362
Acute Investment Advisory
Arizona
$275K +$22.2K +762 +10%
MCP
2363
Mirador Capital Partners
California
$275K -$329K -11,291 -58%
BWA
2364
Blodgett Wealth Advisors
California
$275K -$235K -8,059 -50%
CPA
2365
Capital Performance Advisors
California
$274K +$237K +8,144 New
WF
2366
WoodTrust Financial
Wisconsin
$274K +$349 +12 +0.1%
WCWM
2367
Willow Creek Wealth Management
California
$274K +$237K +8,124 New
HA
2368
HFG Advisors
Ohio
$273K – – –
FBC
2369
Fairfield, Bush & Co
Connecticut
$273K -$61.1K -2,100 -21%
CIG
2370
Cascade Investment Group
Colorado
$272K -$5.09K -175 -2%
BAM
2371
Bellevue Asset Management
Washington
$272K -$4.25K -146 -2%
CCT
2372
Capital City Trust
Florida
$272K +$3.41K +117 +1%
FA
2373
Financial Advisors
Massachusetts
$271K -$10K -345 -4%
PK
2374
Pflug Koory
Nebraska
$271K – – –
CPC
2375
Consolidated Planning Corp
Georgia
$271K +$235K +8,058 New
93 94
95
96 97