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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
WP
2351
WealthPLAN Partners
Nebraska
$347K -$805K -20,077 -70%
ZF
2352
Zhang Financial
Michigan
$347K +$6.41K +160 +2%
EWM
2353
Evermay Wealth Management
Virginia
$346K -$8.02K -200 -2%
WIM
2354
Warwick Investment Management
Texas
$345K +$2.6K +65 +0.8%
VNA
2355
Valley National Advisers
Pennsylvania
$344K -$108K -2,695 -24%
PA
2356
Prossimo Advisors
California
$344K +$347K +8,660 New
WWP
2357
WR Wealth Planners
Missouri
$344K -$113K -2,831 -25%
ZB
2358
Zions Bancorporation
Utah
$343K -$518K -12,927 -60%
VCM
2359
Versant Capital Management
Arizona
$343K +$49.8K +1,243 +17%
LTI
2360
Laffer Tengler Investments
Tennessee
$343K -$15.9K -397 -4%
TT
2361
TI-Trust
Illinois
$343K – – –
CHA
2362
Cooper/Haims Advisors
New York
$343K -$20K -500 -5%
SWM
2363
Sendero Wealth Management
Texas
$342K – – –
MA
2364
MBA Advisors
Pennsylvania
$342K +$4.29K +107 +1%
GWM
2365
GSB Wealth Management
Connecticut
$341K -$9.82K -245 -3%
TAM
2366
Tucker Asset Management
Colorado
$341K +$51.5K +1,284 +18%
ACS
2367
Archford Capital Strategies
Illinois
$340K +$52.1K +1,300 +19%
KA
2368
Kozak & Associates
Colorado
$339K -$11.8K -295 -4%
LCWP
2369
Legacy Capital Wealth Partners
Arkansas
$339K +$6.85K +171 +2%
WW
2370
Westshore Wealth
California
$338K -$6.37K -159 -2%
SP
2371
Stablepoint Partners
Massachusetts
$338K +$32.5K +811 +11%
M
2372
MOTCO
Texas
$337K -$10.5K -263 -3%
SFS
2373
Summit Financial Strategies
Ohio
$337K – – –
SFB
2374
STAR Financial Bank
Indiana
$337K -$88.5K -2,208 -21%
MFGP
2375
Marshall Financial Group (Pennsylvania)
Pennsylvania
$336K +$2.12K +53 +0.6%
93 94
95
96 97