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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
WCFA
2401
Walkner Condon Financial Advisors
Wisconsin
$307K +$37.6K +981 +15%
IAG
2402
Investment Advisory Group
Massachusetts
$306K +$39.5K +1,032 +15%
TWM
2403
TriaGen Wealth Management
California
$306K +$27.3K +712 +10%
RFM
2404
Royal Fund Management
Florida
$306K -$67.3K -1,757 -19%
BWM
2405
BNC Wealth Management
Oregon
$306K -$1.19K -31 -0.4%
WFS
2406
Widmann Financial Services
Maryland
$304K -$10.3K -270 -3%
FFA
2407
Fragasso Financial Advisors
Pennsylvania
$304K +$60K +1,566 +26%
PCM
2408
Penserra Capital Management
California
$303K -$29.5K -769 -9%
CMANY
2409
Capital Management Associates (New York)
New York
$302K -$24.3K -635 -8%
BIA
2410
BHK Investment Advisors
Alabama
$302K -$135K -3,533 -32%
PI
2411
Pettee Investors
Connecticut
$301K – – –
BAM
2412
Bellevue Asset Management
Washington
$301K -$19K -495 -6%
HBT
2413
Hills Bank & Trust
Iowa
$301K – – –
MYIA
2414
Mount Yale Investment Advisors
Colorado
$301K +$49.7K +1,297 +21%
WOSD
2415
WFA of San Diego
California
$300K +$289K +7,536 New
PMG
2416
Private Management Group
California
$300K +$1.92K +50 +0.7%
SCA
2417
Sandy Cove Advisors
Massachusetts
$299K +$8.28K +216 +3%
VC
2418
Veery Capital
Delaware
$299K +$1.46K +38 +0.5%
BA
2419
Bristlecone Advisors
Washington
$299K +$537 +14 +0.2%
A
2420
AJOVista
Massachusetts
$299K – – –
CTFG
2421
Capstone Triton Financial Group
Oklahoma
$299K +$422 +11 +0.1%
CCP
2422
Clarity Capital Partners
California
$299K -$17.4K -454 -6%
ACA
2423
Affinity Capital Advisors
California
$298K +$22.5K +588 +9%
BSA
2424
Bull Street Advisors
Georgia
$298K – – –
CCM
2425
Chickasaw Capital Management
Tennessee
$298K – – –
95 96
97
98 99