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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
T
2401
TCWP
Ohio
$212K +$2.99K +83 +1%
ACP
2402
Arcus Capital Partners
Georgia
$211K -$623K -17,294 -72%
RG
2403
Retirement Group
California
$211K -$540 -15 -0.2%
KWM
2404
KerberRose Wealth Management
Wisconsin
$211K +$244K +6,771 New
AWP
2405
Abacus Wealth Partners
California
$210K -$281K -7,796 -54%
OTPPB
2406
Ontario Teachers' Pension Plan Board
Ontario, Canada
$210K -$62.4K -1,732 -20%
NB
2407
Northwest Bancshares
Pennsylvania
$210K -$5.4K -150 -2%
APW
2408
Austin Private Wealth
Texas
$210K +$1.58K +44 +0.7%
AIA
2409
Alera Investment Advisors
Illinois
$209K +$15.5K +430 +7%
RBCM
2410
Raub Brock Capital Management
California
$209K +$241K +6,700 New
MSR
2411
Main Street Research
Connecticut
$208K -$342K -9,494 -59%
EAM
2412
Empirical Asset Management
Massachusetts
$208K -$5.18K -144 -2%
OWA
2413
Opal Wealth Advisors
New York
$208K +$4.57K +127 +2%
DBG
2414
De Burlo Group
Massachusetts
$208K +$139K +3,850 +136%
FG
2415
Foster Group
Iowa
$208K +$240K +6,673 New
SEP
2416
Southland Equity Partners
Missouri
$208K – – –
JGIA
2417
Jackson Grant Investment Advisers
Connecticut
$206K – – –
MWM
2418
Mattern Wealth Management
Kansas
$206K – – –
UC
2419
Unio Capital
New Jersey
$205K – – –
ZF
2420
Zhang Financial
Michigan
$204K -$231K -6,429 -49%
JSC
2421
Jackson Square Capital
California
$204K -$137K -3,809 -37%
SDWMA
2422
Schneider Downs Wealth Management Advisors
Pennsylvania
$203K +$31.3K +870 +15%
CF
2423
Corrigan Financial
Rhode Island
$202K +$18.1K +502 +8%
FA
2424
Faithward Advisors
Pennsylvania
$201K – – –
HFM
2425
Hartford Funds Management
Pennsylvania
$201K +$232K +6,446 New
95 96
97
98 99