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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
PA
2401
PSI Advisors
Florida
$172K +$167 +5 +0.1%
M1FG
2402
Mach-1 Financial Group
Arkansas
$172K +$2.81K +84 +1%
WOC
2403
West Oak Capital
California
$172K +$43.5K +1,300 +30%
GWSG
2404
GPS Wealth Strategies Group
Colorado
$167K +$17.3K +517 +10%
VWM
2405
Valley Wealth Managers
New Jersey
$166K -$3.75M -112,162 -95%
SC
2406
Seldon Capital
California
$166K – – –
GC
2407
Garde Capital
Washington
$161K -$153K -4,564 -46%
MCC
2408
Money Concepts Capital
Florida
$161K +$109K +3,256 +156%
DAL
2409
Delta Accumulation LLC
California
$159K – – –
MTIC
2410
Missouri Trust & Investment Company
Missouri
$158K +$40.1K +1,200 +30%
OSNBOA
2411
Old Second National Bank of Aurora
Illinois
$155K – – –
SIC
2412
SJS Investment Consulting
Ohio
$153K +$170K +5,082 New
BBPWM
2413
Blue Bell Private Wealth Management
Pennsylvania
$150K – – –
WWM
2414
Wolff Wiese Magana
California
$150K +$2.67K +80 +2%
CHA
2415
Carmichael Hill & Associates
Maryland
$150K +$8.36K +250 +5%
RP
2416
Rowlandmiller & Partners
Georgia
$149K +$165K +4,944 New
SCA
2417
Stuart Chaussee & Associates
California
$149K – – –
SIS
2418
Sound Income Strategies
Florida
$145K -$17.1K -511 -10%
IRAG
2419
Investment Research & Advisory Group
Georgia
$141K – – –
FCMT
2420
Founders Capital Management (Texas)
Texas
$141K +$126K +3,756 +416%
KFS
2421
Kelly Financial Services
Massachusetts
$138K -$29.8K -891 -16%
HFS
2422
HBC Financial Services
Washington
$135K – – –
TFM
2423
TFC Financial Management
Massachusetts
$134K – – –
MWC
2424
MBM Wealth Consultants
Missouri
$133K -$1.39M -41,635 -91%
TWM
2425
Tradition Wealth Management
Minnesota
$132K -$31.3K -935 -18%
95 96
97
98 99