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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
PCM
2426
Park Capital Management
Wisconsin
$559K +$3.99K +75 +0.8%
RWI
2427
Red Wave Investments
Pennsylvania
$558K +$3.14K +59 +0.6%
NWA
2428
New World Advisors
Massachusetts
$558K -$3.24K -61 -0.6%
CPC
2429
Consolidated Planning Corp
Georgia
$558K +$128K +2,404 +33%
FSCM
2430
Front Street Capital Management
Montana
$557K -$141K -2,656 -21%
IAG
2431
Investment Advisory Group
Massachusetts
$557K +$11.4K +215 +2%
SP
2432
Sequent Planning
Nebraska
$555K +$75.1K +1,413 +17%
AU
2433
AlphaGrep UK
$555K -$491K -9,233 -49%
GG
2434
Greenwood Gearhart
Arkansas
$555K +$100K +1,888 +24%
VFA
2435
Voya Financial Advisors
Connecticut
$555K -$640K -12,035 -56%
PP
2436
Postrock Partners
Oregon
$554K – – –
CFC
2437
Coyle Financial Counsel
Illinois
$551K +$17.6K +330 +4%
PFA
2438
Pathway Financial Advisers
Indiana
$551K +$1.38K +26 +0.3%
MWA
2439
Medallion Wealth Advisors
Connecticut
$550K +$5.21K +98 +1%
BAM
2440
Blueshift Asset Management
New Jersey
$550K +$513K +9,654 New
FNT
2441
First Nebraska Trust
Nebraska
$550K – – –
IAS
2442
Integrity Advisory Solutions
Texas
$550K +$166K +3,130 +48%
WKWM
2443
Walter & Keenan Wealth Management
Indiana
$550K +$25.7K +484 +5%
FNBOH
2444
First National Bank of Hutchinson
Kansas
$550K – – –
TAM
2445
Townsend Asset Management
North Carolina
$549K +$798 +15 +0.2%
TGAM
2446
TBH Global Asset Management
Tennessee
$549K -$19.1K -360 -4%
OBWA
2447
Oak Barrel Wealth Advisory
Virginia
$546K +$510K +9,582 New
HPC
2448
Hobart Private Capital
North Carolina
$546K +$59.9K +1,126 +13%
EWM
2449
Evolution Wealth Management
Florida
$544K +$117K +2,202 +30%
FCMC
2450
Founders Capital Management (Connecticut)
Connecticut
$544K -$9.36K -176 -2%
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