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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
TRIA
2551
Trail Ridge Investment Advisors
Colorado
$250K +$241K +6,276 New
HCM
2552
HMS Capital Management
Tennessee
$250K – – –
HCM
2553
Hengehold Capital Management
Ohio
$249K -$2.03K -53 -0.8%
MTIC
2554
Missouri Trust & Investment Company
Missouri
$248K – – –
PAS
2555
Professional Advisory Services
Florida
$248K – – –
FB
2556
First Bancorp
Maine
$247K +$5.75K +150 +2%
LEA
2557
Legacy Edge Advisors
New York
$247K +$238K +6,213 New
WFA
2558
WMG Financial Advisors
Tennessee
$247K +$34.7K +906 +17%
SGK
2559
Steigerwald Gordon & Koch
Virginia
$247K +$77 +2 +0%
HGERS
2560
Householder Group Estate & Retirement Specialist
Arizona
$246K +$108K +2,831 +84%
MLFP
2561
MPS Loria Financial Planners
Illinois
$246K +$2.26K +59 +1%
RWM
2562
RKL Wealth Management
Pennsylvania
$246K -$2.57K -67 -1%
SIC
2563
SJS Investment Consulting
Ohio
$246K +$115 +3 +0%
FWM
2564
ForthRight Wealth Management
Georgia
$245K +$1.19K +31 +0.5%
SIC
2565
Sterling Investment Counsel
New York
$244K -$27.4K -716 -10%
CAM
2566
Campion Asset Management
Virginia
$244K -$73.3K -1,913 -24%
RMCM
2567
Reynders McVeigh Capital Management
Massachusetts
$244K -$43.1K -1,125 -16%
JWA
2568
JFS Wealth Advisors
Pennsylvania
$244K -$21.4K -559 -8%
SF
2569
Symphony Financial
Texas
$244K +$230 +6 +0.1%
IGGA
2570
Iron Gate Global Advisors
Utah
$244K -$1.03M -26,800 -81%
GIP
2571
Granite Investment Partners
California
$244K -$26.8K -700 -10%
HTIM
2572
Harbour Trust & Investment Management
Indiana
$244K +$6.59K +172 +3%
MF
2573
Meridian Financial
Massachusetts
$243K – – –
CIG
2574
Cascade Investment Group
Colorado
$242K -$76.6K -2,000 -25%
CPW
2575
Cove Private Wealth
New York
$242K – – –
101 102
103
104 105