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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
MA
2401
MKT Advisors
California
$321K – – –
CWP
2402
CFM Wealth Partners
Texas
$321K +$8.02K +200 +3%
MCP
2403
Mirador Capital Partners
California
$320K +$1.72K +43 +0.5%
VH
2404
Visionary Horizons
Tennessee
$320K -$235K -5,857 -42%
KMWM
2405
Keudell/Morrison Wealth Management
Oregon
$320K -$547K -13,640 -63%
FA
2406
Financial Advisors
Massachusetts
$320K – – –
BP
2407
BBR Partners
New York
$319K -$19.1K -476 -6%
PWA
2408
Physician Wealth Advisors
Utah
$319K +$24.2K +604 +9%
CTI
2409
Community Trust & Investment
Kentucky
$319K +$322K +8,035 New
SIA
2410
Sage Investment Advisers
New York
$317K -$44.2K -1,103 -12%
CWP
2411
Core Wealth Partners
California
$317K +$90.3K +2,253 +39%
CIG
2412
Cascade Investment Group
Colorado
$317K +$76K +1,897 +31%
IPW
2413
Intergy Private Wealth
Colorado
$315K +$8.02K +200 +3%
OPCM
2414
Osborne Partners Capital Management
California
$315K -$24.6K -615 -7%
BWM
2415
BlackDiamond Wealth Management
New York
$314K +$33.1K +827 +14%
CCA
2416
Cottonwood Capital Advisors
Utah
$314K -$12K -299 -4%
FP
2417
Financial Perspectives
Minnesota
$313K -$14.4K -359 -4%
AAS
2418
Annex Advisory Services
Wisconsin
$313K -$120 -3 -0%
HR
2419
Hardy Reed
Mississippi
$313K -$281 -7 -0.1%
CPC
2420
Consolidated Planning Corp
Georgia
$312K +$19.2K +479 +6%
FFS
2421
Founders Financial Securities
Maryland
$312K -$211K -5,272 -40%
LJHT
2422
Laurie J. Hall Trustee
$312K -$4.01K -100 -1%
EFG
2423
Ethos Financial Group
Pennsylvania
$312K +$11K +275 +4%
VCP
2424
Vista Capital Partners
Oregon
$312K -$13.5K -336 -4%
PK
2425
Pflug Koory
Nebraska
$311K +$315K +7,850 New
95 96
97
98 99