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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
ACP
2401
Argyle Capital Partners
California
$395K – – –
TWM
2402
TCFG Wealth Management
California
$395K +$13.1K +295 +3%
CWS
2403
Cypress Wealth Services
California
$393K -$104K -2,341 -20%
RCI
2404
RS Crum Inc
California
$392K +$267 +6 +0.1%
JCM
2405
Jacobsen Capital Management
Utah
$392K +$16.6K +373 +4%
TSMHT
2406
Thurston Springer Miller Herd & Titak
Indiana
$392K +$234K +5,246 +127%
LC
2407
LCNB Corp
Ohio
$391K +$23.7K +532 +6%
NSAM
2408
North Star Asset Management
Wisconsin
$390K +$144K +3,228 +53%
FSA
2409
Financial Security Advisor
Virginia
$389K +$401 +9 +0.1%
KF
2410
KKM Financial
Illinois
$388K -$127K -2,850 -23%
BFG
2411
Birch Financial Group
New Hampshire
$388K +$43.3K +972 +12%
GDP
2412
Great Diamond Partners
Maine
$387K +$52.8K +1,184 +15%
PP
2413
Postrock Partners
Oregon
$387K – – –
SI
2414
Seeds Investor
New York
$387K -$87K -1,953 -17%
WP
2415
WealthPLAN Partners
Nebraska
$386K +$936 +21 +0.2%
EL
2416
Essex LLC
Illinois
$385K +$312 +7 +0.1%
CFC
2417
Coyle Financial Counsel
Illinois
$385K +$30.4K +683 +8%
FCA
2418
Fortis Capital Advisors
Kansas
$384K +$410K +9,194 New
AFP
2419
Alpha Financial Partners
Kentucky
$382K +$22.9K +514 +6%
ESB
2420
Essex Savings Bank
Connecticut
$382K -$53.7K -1,206 -12%
NEPPG
2421
New England Professional Planning Group
Rhode Island
$381K – – –
RFG
2422
Range Financial Group
Oregon
$381K +$16.9K +379 +4%
PAG
2423
Powers Advisory Group
Illinois
$381K -$4.01K -90 -1%
SP
2424
Stablepoint Partners
Massachusetts
$381K +$48.4K +1,087 +14%
SWM
2425
Sendero Wealth Management
Texas
$380K +$21.6K +485 +6%
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