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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
SP
2351
Successful Portfolios
Florida
$330K -$40.2K -1,050 -11%
KWM
2352
Kolinsky Wealth Management
New Jersey
$329K +$9.43K +246 +3%
GHA
2353
GW Henssler & Associates
Georgia
$329K +$3.76K +98 +1%
NPFS
2354
Novak & Powell Financial Services
Florida
$329K -$230 -6 -0.1%
CA
2355
Centerpoint Advisors
Massachusetts
$329K +$19.2K +502 +6%
FP
2356
Financial Perspectives
Minnesota
$328K +$652 +17 +0.2%
SMH
2357
Sanders Morris Harris
Texas
$326K – – –
VCP
2358
Vista Capital Partners
Oregon
$326K +$11.8K +309 +4%
E3F
2359
Eight 31 Financial
Texas
$326K +$314K +8,189 New
RFG
2360
Range Financial Group
Oregon
$325K +$21.1K +551 +7%
FI
2361
Financial Insights
Washington
$324K -$89.2K -2,328 -22%
AWAU
2362
Alliance Wealth Advisors (Utah)
Utah
$323K +$12.2K +318 +4%
SMA
2363
Seven Mile Advisory
New Jersey
$323K -$154K -4,008 -33%
UBV
2364
United Bank (Virginia)
Virginia
$323K +$3.53K +92 +1%
OHIS
2365
Oak Harvest Investment Services
Texas
$323K +$2.41K +63 +0.8%
BWA
2366
Burt Wealth Advisors
Maryland
$322K -$28.2K -737 -8%
FPCP
2367
Fort Point Capital Partners
California
$321K -$175K -4,562 -36%
SEP
2368
Southland Equity Partners
Missouri
$321K +$2.41K +63 +0.8%
FA
2369
Financial Advisors
Massachusetts
$321K – – –
MGWM
2370
Marks Group Wealth Management
Minnesota
$320K -$24.4K -637 -7%
MCP
2371
Mirador Capital Partners
California
$319K – – –
OPWM
2372
Oxinas Partners Wealth Management
Indiana
$319K -$575 -15 -0.2%
JCM
2373
Jacobsen Capital Management
Utah
$318K +$30.6K +798 +11%
WA
2374
Waddell & Associates
Tennessee
$317K -$13.5K -351 -4%
LJHT
2375
Laurie J. Hall Trustee
$317K – – –
93 94
95
96 97