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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
RCI
2476
RS Crum Inc
California
$240K +$246K +5,400 New
PFC
2477
Poplar Forest Capital
California
$239K – – –
CAP
2478
Columbia Advisory Partners
Washington
$239K +$245K +5,373 New
NIM
2479
Nexus Investment Management
Ontario, Canada
$238K -$91.1K -2,000 -27%
CPA
2480
Clear Perspective Advisors
Illinois
$238K -$9.93K -218 -4%
CC
2481
Commons Capital
Massachusetts
$238K +$244K +5,355 New
AI
2482
ArchPoint Investors
Florida
$237K -$71.4K -1,567 -23%
OIS
2483
Okabena Investment Services
Minnesota
$237K – – –
HFG
2484
Heron Financial Group
New York
$237K +$230K +5,041 New
PAMP
2485
Polar Asset Management Partners
Ontario, Canada
$237K +$242K +5,323 New
CWM
2486
Collaborative Wealth Management
Florida
$236K +$242K +5,310 New
FTA
2487
Financial & Tax Architects
Missouri
$236K – – –
HBWM
2488
Hollow Brook Wealth Management
New York
$235K +$240K +5,278 New
HFS
2489
Horizon Financial Services
North Carolina
$234K – – –
EL
2490
Essex LLC
Illinois
$233K +$7.29K +160 +3%
ACA
2491
Atlas Capital Advisors
Wyoming
$233K – – –
DG
2492
DMC Group
Alabama
$232K +$233K +5,116 New
HKIM
2493
Hayek Kallen Investment Management
Alabama
$232K +$238K +5,214 New
MAM
2494
Marotta Asset Management
Virginia
$231K – – –
CCM
2495
Chiron Capital Management
Florida
$231K -$2.73K -60 -1%
FAN
2496
Financial Advisors Network
California
$231K +$22.8K +500 +11%
CPC
2497
Consolidated Planning Corp
Georgia
$230K – – –
IHL
2498
Investment House LLC
California
$230K – – –
TFM
2499
TFC Financial Management
Massachusetts
$230K +$22.8K +500 +11%
WA
2500
Wealthstream Advisors
New York
$230K +$235K +5,160 New
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