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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
PCM
2576
Palisade Capital Management
New Jersey
$228K – – –
FNT
2577
First Nebraska Trust
Nebraska
$227K -$8.75K -255 -4%
CIS
2578
Custom Index Systems
New York
$227K +$205K +5,976 New
LRIA
2579
Leonard Rickey Investment Advisors
Washington
$226K +$205K +5,969 New
AWM
2580
Abound Wealth Management
Tennessee
$226K +$1.2K +35 +0.6%
LAM
2581
Lifestyle Asset Management
Texas
$226K -$30.2K -879 -13%
NPF
2582
Norris Perne & French
Michigan
$226K -$1.03K -30 -0.5%
MCIA
2583
Mountain Capital Investment Advisors
Colorado
$226K -$618 -18 -0.3%
MIM
2584
Moseley Investment Management
Florida
$226K -$39.9K -1,163 -16%
HTIM
2585
Harbour Trust & Investment Management
Indiana
$226K -$69 -2 -0%
AIM
2586
AHL Investment Management
Florida
$226K -$69 -2 -0%
WKWM
2587
Walter & Keenan Wealth Management
Indiana
$226K +$204K +5,950 New
RPGK
2588
Retirement Planning Group (Kansas)
Kansas
$225K +$204K +5,931 New
TWP
2589
Triad Wealth Partners
Kansas
$225K +$204K +5,929 New
CNWM
2590
Clay Northam Wealth Management
California
$225K +$203K +5,924 New
BA
2591
Ballast Advisors
Minnesota
$224K -$8.58K -250 -4%
VBFP
2592
Valtinson Bruner Financial Planning
Minnesota
$224K +$202K +5,896 New
LTAS
2593
Linden Thomas Advisory Services
North Carolina
$223K +$202K +5,893 New
PWA
2594
Physician Wealth Advisors
Utah
$223K -$31.2K -908 -12%
ADBIC
2595
A.D. Beadell Investment Counsel
Wisconsin
$223K +$203K +5,902 New
KFP
2596
Keystone Financial Planning
Ohio
$223K +$202K +5,881 New
JF
2597
JSF Financial
California
$223K -$20.4K -593 -9%
PWMG
2598
Private Wealth Management Group
New Jersey
$223K -$13.7K -400 -6%
AIM
2599
Allen Investment Management
New York
$222K -$58.1K -1,692 -22%
SIAG
2600
Signet Investment Advisory Group
Rhode Island
$222K +$201K +5,850 New
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