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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
CAC
2401
Certified Advisory Corp
Florida
$583K +$5.29K +100 +1%
CWM
2402
Cahaba Wealth Management
Georgia
$582K +$3.01K +57 +0.5%
RPGNY
2403
Retirement Planning Group (New York)
New York
$582K -$20.4K -385 -4%
EV
2404
EJMK Ventures
Illinois
$582K +$559K +10,573 New
PPWM
2405
Paragon Private Wealth Management
Kentucky
$580K +$53.7K +1,016 +11%
CFG
2406
Carr Financial Group
Massachusetts
$580K +$16.7K +316 +3%
CFA
2407
Cahill Financial Advisors
Minnesota
$579K -$8.83K -167 -2%
CFG
2408
Copley Financial Group
California
$579K -$51K -964 -8%
BFA
2409
Beacon Financial Advisory
Ohio
$578K +$1.43K +27 +0.3%
KBG
2410
Kahn Brothers Group
New York
$577K -$33.9K -642 -6%
VST
2411
Van Strum & Towne
California
$576K – – –
KOC
2412
Koss-Olinger Consulting
Florida
$575K -$108K -2,034 -16%
DLCIG
2413
D.L. Carlson Investment Group
New Hampshire
$575K -$50.5K -955 -8%
ABWM
2414
Alpine Bank Wealth Management
Colorado
$574K +$4.55K +86 +0.8%
VFP
2415
Verus Financial Partners
Virginia
$572K -$137K -2,596 -19%
MAMU
2416
Myriad Asset Management US
Florida
$572K -$1.41M -26,724 -72%
OA
2417
Oxbow Advisors
Texas
$570K +$106 +2 +0%
HFM
2418
Hartford Funds Management
Pennsylvania
$570K +$1.22K +23 +0.2%
GWP
2419
Gen-Wealth Partners
Michigan
$569K +$352K +6,652 +180%
USB
2420
Union Savings Bank
Connecticut
$568K +$546K +10,325 New
PAG
2421
Powers Advisory Group
Illinois
$568K -$4.76K -90 -0.9%
SAMT
2422
Select Asset Management & Trust
Pennsylvania
$567K – – –
BFA
2423
Blueprint Financial Advisors
North Carolina
$566K +$544K +10,286 New
AFA
2424
Allium Financial Advisors
Oregon
$565K +$3.7K +70 +0.7%
OAM
2425
Occidental Asset Management
California
$565K +$10.3K +195 +2%
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