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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
JSA
2401
Jacobson & Schmitt Advisors
Wisconsin
$278K +$285K +6,250 New
MFS
2402
Madrona Financial Services
Washington
$278K +$285K +6,260 New
AAIM
2403
Asset Advisors Investment Management
Georgia
$276K +$18.2K +400 +7%
RG
2404
Retirement Group
California
$275K -$75.2K -1,650 -21%
MFG
2405
Mission Financial Group
Nevada
$275K +$228K +4,994 New
RFG
2406
Range Financial Group
Oregon
$274K -$22.2K -487 -7%
KFS
2407
Kaizen Financial Strategies
California
$273K -$25.1K -550 -8%
LP
2408
LGL Partners
Pennsylvania
$273K +$41K +899 +17%
ACA
2409
Ackerman Capital Advisors
Texas
$272K -$11.8K -259 -4%
PIA
2410
Powell Investment Advisors
Florida
$272K – – –
EAM
2411
Evanson Asset Management
California
$272K +$18K +395 +7%
T
2412
TOBAM
France
$272K +$40.8K +895 +17%
CWM
2413
CCG Wealth Management
California
$271K – – –
DAM
2414
Doheny Asset Management
California
$271K – – –
TWM
2415
Thrive Wealth Management
Pennsylvania
$271K +$278K +6,097 New
CWM
2416
Chesapeake Wealth Management
Virginia
$270K – – –
SIAG
2417
Signet Investment Advisory Group
Rhode Island
$269K -$25.1K -550 -8%
WS
2418
Wela Strategies
Georgia
$269K -$957 -21 -0.3%
AWMF
2419
Arbor Wealth Management (Florida)
Florida
$269K +$6.92K +152 +3%
WFS
2420
Widmann Financial Services
Maryland
$269K +$276K +6,058 New
BA
2421
Bluesphere Advisors
Pennsylvania
$268K +$275K +6,027 New
PCM
2422
Palisade Capital Management
New Jersey
$267K -$91.1K -2,000 -25%
MJB
2423
Mark J. Bradley
$267K – – –
KAM
2424
Kraft Asset Management
Tennessee
$267K +$274K +6,005 New
HWM
2425
Hemington Wealth Management
Virginia
$266K -$53.9K -1,183 -12%
95 96
97
98 99