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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
KC
2476
Knuff & Co
California
$102K – – –
WOC
2477
West Oak Capital
California
$100K -$77K -2,700 -44%
ECM
2478
Elgethun Capital Management
South Dakota
$98.1K -$2.93M -102,628 -97%
M
2479
MOTCO
Texas
$97.7K -$4.96K -174 -5%
MLA
2480
MB, Levis & Associates
Pennsylvania
$97.1K +$628 +22 +0.7%
MIM
2481
Manitou Investment Management
Ontario, Canada
$96.8K – – –
CFFP
2482
Center for Financial Planning
Michigan
$95.7K – – –
TIM
2483
Tortoise Investment Management
New York
$92.8K +$59.9K +2,100 +185%
NECFA
2484
New England Capital Financial Advisors
Connecticut
$91.7K +$656 +23 +0.7%
TC
2485
Trust Company
Kansas
$89.9K -$7.13K -250 -7%
CAM
2486
Chesapeake Asset Management
New York
$89K – – –
ACM
2487
Adalta Capital Management
New York
$89K -$4.62K -162 -5%
FCG
2488
Financial Connections Group
California
$89K – – –
RAM
2489
Riggs Asset Management
Pennsylvania
$87.7K -$9.25K -324 -10%
DWA
2490
Dougherty Wealth Advisers
Minnesota
$87.6K – – –
ACA
2491
Atlas Capital Advisors
Wyoming
$87.2K -$1.03K -36 -1%
RWM
2492
Ruedi Wealth Management
Illinois
$85.4K +$29 +1 +0%
VAG
2493
VisionPoint Advisory Group
Texas
$82.4K +$81.9K +2,871 New
RDIA
2494
RE Dickinson Investment Advisors
Iowa
$82K – – –
CAM
2495
Costello Asset Management
Pennsylvania
$81.4K – – –
AT
2496
Avalon Trust
New Mexico
$78.8K – – –
APW
2497
Acima Private Wealth
Virginia
$77.4K – – –
HWM
2498
Horizons Wealth Management
North Carolina
$76.2K +$24.9K +873 +49%
HFS
2499
HBC Financial Services
Washington
$76K – – –
HIM
2500
Hillsdale Investment Management
Ontario, Canada
$75.6K -$21.7K -760 -22%
98 99
100
101 102