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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
PA
2376
PSI Advisors
Florida
$317K -$40.7K -1,061 -12%
UCMOK
2377
United Capital Management of KS
Kansas
$317K -$99.1K -2,586 -25%
SP
2378
Stablepoint Partners
Massachusetts
$316K +$295K +7,697 New
CF
2379
Clarity Financial
Texas
$314K +$47.5K +1,239 +19%
AAS
2380
Annex Advisory Services
Wisconsin
$314K -$139K -3,630 -31%
HR
2381
Hardy Reed
Mississippi
$314K +$5.1K +133 +2%
CWP
2382
CFM Wealth Partners
Texas
$314K – – –
CAL
2383
Capital Advisors Ltd
Ohio
$313K +$13.9K +363 +5%
WA
2384
WP Advisors
California
$313K +$3.6K +94 +1%
EFG
2385
Ethos Financial Group
Pennsylvania
$312K -$36.1K -941 -11%
PCA
2386
Prosperity Capital Advisors
Ohio
$310K -$333K -8,702 -53%
CWA
2387
Consilio Wealth Advisors
Washington
$310K +$17.7K +461 +6%
FCB
2388
First County Bank
Connecticut
$310K -$25.6K -667 -8%
CBT
2389
CoreFirst Bank & Trust
Kansas
$310K – – –
RCA
2390
Riverview Capital Advisers
Massachusetts
$310K -$2.87K -75 -1%
CCMIC
2391
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$310K -$129K -3,375 -30%
SFG
2392
SNS Financial Group
Minnesota
$310K +$9.5K +248 +3%
SOS
2393
Silver Oak Securities
Tennessee
$309K +$37.7K +983 +14%
LRIA
2394
Leonard Rickey Investment Advisors
Washington
$309K +$68.8K +1,796 +30%
TWA
2395
Tandem Wealth Advisors
Arizona
$309K – – –
FA
2396
Fountainhead AM
New Jersey
$308K +$12.6K +330 +4%
FFA
2397
Fi3 Financial Advisors
Indiana
$308K -$3.91K -102 -1%
TW
2398
Traveka Wealth
California
$308K +$8.62K +225 +3%
IPW
2399
Intergy Private Wealth
Colorado
$308K +$13.5K +353 +5%
PWA
2400
Physician Wealth Advisors
Utah
$307K +$20.4K +531 +8%
94 95
96
97 98