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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
2426
Chickasaw Capital Management
Tennessee
$298K – – –
WWMSC
2427
Wagner Wealth Management (South Carolina)
South Carolina
$298K +$53.8K +1,404 +23%
CCWM
2428
Correct Capital Wealth Management
Missouri
$297K +$613 +16 +0.2%
TCB
2429
Texas Capital Bancshares
Texas
$297K -$94K -2,453 -25%
NQWM
2430
Northwest Quadrant Wealth Management
Oregon
$297K -$31.6K -825 -10%
HFAS
2431
Hummer Financial Advisory Services
Illinois
$295K -$13.4K -350 -5%
MPCA
2432
Madison Park Capital Advisors
Washington
$295K +$192 +5 +0.1%
PS
2433
Planned Solutions
California
$295K – – –
VCM
2434
Versant Capital Management
Arizona
$295K +$74.7K +1,950 +36%
IAP
2435
Indie Asset Partners
Indiana
$294K +$19K +496 +7%
GPA
2436
Guerra Pan Advisors
New Jersey
$294K – – –
CPC
2437
Consolidated Planning Corp
Georgia
$294K – – –
AWM
2438
Allen Wealth Management
North Carolina
$293K -$11.9K -311 -4%
LCM
2439
Logan Capital Management
Pennsylvania
$293K +$728 +19 +0.3%
AC
2440
Annandale Capital
Texas
$292K +$38 +1 +0%
NWA
2441
Navis Wealth Advisors
New York
$292K -$728 -19 -0.3%
TF
2442
Tompkins Financial
New York
$291K +$31.1K +812 +12%
FBT
2443
First Bank & Trust
South Dakota
$291K -$22.5K -587 -7%
SG
2444
Sharper & Granite
California
$291K -$383 -10 -0.1%
BWM
2445
BCS Wealth Management
Tennessee
$291K -$33.7K -880 -11%
CCT
2446
Capital City Trust
Florida
$291K -$10.2K -266 -4%
SIMG
2447
Sonora Investment Management Group
Arizona
$290K – – –
AAM
2448
Ameraudi Asset Management
New York
$290K +$280K +7,300 New
TAM
2449
Tucker Asset Management
Colorado
$290K -$4.52K -118 -2%
JWM
2450
Janiczek Wealth Management
Colorado
$289K +$9.66K +252 +4%
96 97
98
99 100