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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
FDDB
2751
Fidelity D&D Bancorp
Pennsylvania
$201K +$203K +5,076 New
SWMG
2752
Sard Wealth Management Group
Georgia
$201K +$1.04K +26 +0.5%
IAG
2753
Investmark Advisory Group
Connecticut
$201K – – –
MHC
2754
Meyer Handelman Company
New York
$201K – – –
NPF
2755
Norris Perne & French
Michigan
$200K -$12.7K -318 -6%
LAM
2756
Lifestyle Asset Management
Texas
$200K -$8.38K -209 -4%
GKIM
2757
GW&K Investment Management
Massachusetts
$200K +$13.9K +348 +7%
FCMT
2758
Founders Capital Management (Texas)
Texas
$196K – – –
SCA
2759
Stuart Chaussee & Associates
California
$196K – – –
RDFA
2760
Ritter Daniher Financial Advisory
Ohio
$195K – – –
EBA
2761
Eagle Bay Advisors
New York
$194K -$3.21K -80 -2%
OSNBOA
2762
Old Second National Bank of Aurora
Illinois
$191K -$20K -500 -9%
PCMC
2763
Planning Capital Management Corporation
Pennsylvania
$190K +$143K +3,578 +296%
IRAG
2764
Investment Research & Advisory Group
Georgia
$190K -$1.2K -30 -0.6%
MMG
2765
Monetary Management Group
Missouri
$188K – – –
BBPWM
2766
Blue Bell Private Wealth Management
Pennsylvania
$188K +$11.2K +279 +6%
HC
2767
Hoese & Co
Minnesota
$186K +$8.02K +200 +4%
RS
2768
Rakuten Securities
Japan
$185K +$22.4K +560 +14%
WAM
2769
WFA Asset Management
Wisconsin
$184K -$33K -823 -15%
CMANY
2770
Capital Management Associates (New York)
New York
$181K -$122K -3,053 -40%
WPWM
2771
Western Pacific Wealth Management
Illinois
$179K +$40 +1 +0%
GWSG
2772
GPS Wealth Strategies Group
Colorado
$173K +$3.69K +92 +2%
RI
2773
Ridgewood Investments
New Jersey
$170K -$5.17K -129 -3%
BFPW
2774
BOK Financial Private Wealth
Colorado
$166K +$39.7K +990 +31%
HIM
2775
Hillsdale Investment Management
Ontario, Canada
$163K +$63.5K +1,585 +63%
109 110
111
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