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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
SL
2401
Sentry LLC
Tennessee
$207K -$6.42K -225 -3%
EIA
2402
Edgemoor Investment Advisors
Maryland
$207K -$7.55M -264,460 -97%
IFO
2403
Independent Family Office
New York
$207K – – –
MPCG
2404
Matrix Private Capital Group
New York
$207K +$171 +6 +0.1%
RMCM
2405
Reynders McVeigh Capital Management
Massachusetts
$207K +$206K +7,230 New
NCM
2406
Nelson Capital Management
California
$207K -$17.2K -602 -8%
EFG
2407
Ethos Financial Group
Pennsylvania
$206K – – –
GIP
2408
Granite Investment Partners
California
$206K +$29 +1 +0%
FCAG
2409
First Capital Advisors Group
New Jersey
$205K -$8.42K -295 -4%
WFS
2410
Widmann Financial Services
Maryland
$205K -$6.91K -242 -3%
BWA
2411
Burt Wealth Advisors
Maryland
$205K +$29 +1 +0%
GA
2412
Gateway Advisory
New Jersey
$205K +$204K +7,138 New
SCA
2413
Sandy Cove Advisors
Massachusetts
$205K +$204K +7,136 New
JMF
2414
Johnson Midwest Financial
Iowa
$205K -$399 -14 -0.2%
KCM
2415
KRS Capital Management
Michigan
$204K -$18.7K -657 -8%
HFAS
2416
Hummer Financial Advisory Services
Illinois
$203K +$202K +7,092 New
FG
2417
Foster Group
Iowa
$203K +$202K +7,083 New
JCM
2418
Jacobsen Capital Management
Utah
$203K -$102K -3,581 -34%
EBA
2419
Eagle Bay Advisors
New York
$203K -$28.7K -1,005 -12%
CF
2420
Clarity Financial
Texas
$203K +$202K +7,080 New
MWM
2421
Maltin Wealth Management
New Jersey
$203K +$1.4K +49 +0.7%
VCM
2422
Versant Capital Management
Arizona
$203K +$485 +17 +0.2%
WCWM
2423
Willow Creek Wealth Management
California
$202K +$201K +7,032 New
B
2424
Barings
North Carolina
$202K – – –
TFA
2425
Tranquilli Financial Advisor
New Jersey
$201K -$28.3K -991 -12%
95 96
97
98 99