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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
MFGP
2376
Marshall Financial Group (Pennsylvania)
Pennsylvania
$336K +$2.12K +53 +0.6%
TW
2377
Traveka Wealth
California
$336K +$28.5K +711 +9%
CCMIC
2378
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$335K +$25.7K +642 +8%
WP
2379
WealthShield Partners
North Carolina
$334K -$193K -4,805 -36%
DI
2380
DDFG Inc
California
$333K -$9.98K -249 -3%
MWP
2381
Meridian Wealth Partners
Pennsylvania
$331K +$1.28K +32 +0.4%
UBV
2382
United Bank (Virginia)
Virginia
$330K +$7.7K +192 +2%
SP
2383
Successful Portfolios
Florida
$329K – – –
JWCA
2384
J.W. Coons Advisors
Ohio
$329K -$55.7K -1,390 -14%
AHL
2385
Abel Hall LLC
Louisiana
$329K -$7.62K -190 -2%
SHFA
2386
SC&H Financial Advisors
Maryland
$328K -$88.5K -2,207 -21%
WA
2387
Waddell & Associates
Tennessee
$328K +$12K +299 +4%
CA
2388
Centerpoint Advisors
Massachusetts
$328K +$40 +1 +0%
DJSG
2389
D.J. St. Germain
Massachusetts
$328K -$15.6K -388 -4%
TC
2390
Trilogy Capital
California
$328K -$30.5K -760 -8%
NPFS
2391
Novak & Powell Financial Services
Florida
$328K -$802 -20 -0.2%
AI
2392
AXS Investments
New York
$327K -$62.5K -1,560 -16%
ST
2393
Sageworth Trust
Pennsylvania
$326K +$329K +8,206 New
NWA
2394
New World Advisors
Massachusetts
$325K -$16K -400 -5%
GDP
2395
Great Diamond Partners
Maine
$325K -$211K -5,265 -39%
SMH
2396
Sanders Morris Harris
Texas
$325K -$922 -23 -0.3%
JCM
2397
Jag Capital Management
Missouri
$324K -$114K -2,840 -26%
ONSWM
2398
Old North State Wealth Management
North Carolina
$323K -$8.7K -217 -3%
WCM
2399
WealthBridge Capital Management
Ohio
$322K +$60.7K +1,515 +23%
MM
2400
MQS Management
New York
$322K +$325K +8,121 New
94 95
96
97 98