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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
2401
Mindset Wealth Management
Indiana
$424K -$108K -2,463 -20%
CWM
2402
Centurion Wealth Management
Virginia
$424K +$6.25K +142 +1%
CWA
2403
Consilium Wealth Advisory
Texas
$423K – – –
KCPG
2404
Kavar Capital Partners Group
Kansas
$423K -$13.2K -299 -3%
MHR
2405
Matthew Hamilton Rosenberg
$423K +$11.9K +270 +3%
CDWM
2406
Campbell Deegan Wealth Management
Virginia
$420K +$421K +9,559 New
BST
2407
Bath Savings Trust
Maine
$420K -$2.9K -66 -0.7%
CCG
2408
Chatham Capital Group
Georgia
$420K -$8.8K -200 -2%
CAIM
2409
Catherine Avery Investment Management
Florida
$419K +$419K +9,531 New
FWA
2410
Flagship Wealth Advisors
Massachusetts
$418K +$419K +9,516 New
DA
2411
Dover Advisors
Virginia
$417K -$28.6K -650 -6%
ACP
2412
Argyle Capital Partners
California
$416K +$417K +9,475 New
SA
2413
Strategic Advocates
Utah
$416K -$357K -8,106 -46%
OFG
2414
Oxford Financial Group
Indiana
$416K -$20.5K -467 -5%
ELC
2415
Edgar Lomax Company
Virginia
$416K +$416K +9,455 New
AIM
2416
Aigen Investment Management
New York
$415K -$5.15M -116,988 -93%
AMCA
2417
Arthur M. Cohen & Associates
Illinois
$414K +$2.42K +55 +0.6%
RCI
2418
RS Crum Inc
California
$413K -$26.1K -593 -6%
AIP
2419
Almanack Investment Partners
Pennsylvania
$413K -$176 -4 -0%
BWA
2420
BlueChip Wealth Advisors
Georgia
$413K -$42.8K -972 -9%
FSA
2421
Financial Security Advisor
Virginia
$410K +$880 +20 +0.2%
TA
2422
Townsend & Associates
Colorado
$410K – – –
KW
2423
KWB Wealth
California
$409K -$6.86K -156 -1%
PP
2424
Postrock Partners
Oregon
$407K +$408K +9,271 New
RHAM
2425
Round Hill Asset Management
California
$407K -$76K -1,728 -16%
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97
98 99