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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
ODG
2476
O'Dell Group
Ohio
$102K +$102K +3,557 New
KC
2477
Knuff & Co
California
$102K – – –
WOC
2478
West Oak Capital
California
$100K -$77K -2,700 -44%
ECM
2479
Elgethun Capital Management
South Dakota
$98.1K -$2.93M -102,628 -97%
M
2480
MOTCO
Texas
$97.7K -$4.96K -174 -5%
MLA
2481
MB, Levis & Associates
Pennsylvania
$97.1K +$628 +22 +0.7%
MIM
2482
Manitou Investment Management
Ontario, Canada
$96.8K – – –
CFFP
2483
Center for Financial Planning
Michigan
$95.7K – – –
TIM
2484
Tortoise Investment Management
New York
$92.8K +$59.9K +2,100 +185%
NECFA
2485
New England Capital Financial Advisors
Connecticut
$91.7K +$656 +23 +0.7%
TC
2486
Trust Company
Kansas
$89.9K -$7.13K -250 -7%
CAM
2487
Chesapeake Asset Management
New York
$89K – – –
ACM
2488
Adalta Capital Management
New York
$89K -$4.62K -162 -5%
FCG
2489
Financial Connections Group
California
$89K – – –
RAM
2490
Riggs Asset Management
Pennsylvania
$87.7K -$9.25K -324 -10%
DWA
2491
Dougherty Wealth Advisers
Minnesota
$87.6K – – –
ACA
2492
Atlas Capital Advisors
Wyoming
$87.2K -$1.03K -36 -1%
RWM
2493
Ruedi Wealth Management
Illinois
$85.4K +$29 +1 +0%
VAG
2494
VisionPoint Advisory Group
Texas
$82.4K +$81.9K +2,871 New
RDIA
2495
RE Dickinson Investment Advisors
Iowa
$82K – – –
CAM
2496
Costello Asset Management
Pennsylvania
$81.4K – – –
AT
2497
Avalon Trust
New Mexico
$78.8K – – –
APW
2498
Acima Private Wealth
Virginia
$77.4K – – –
HWM
2499
Horizons Wealth Management
North Carolina
$76.2K +$24.9K +873 +49%
HFS
2500
HBC Financial Services
Washington
$76K – – –
98 99
100
101 102