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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
HP
3001
Holistic Planning
Texas
$247K +$3.1K +60 +1%
TBT
3002
Texas Bank & Trust
Texas
$247K -$206K -3,990 -44%
FNB
3003
Farmers National Bank
Kentucky
$246K – – –
GEA
3004
Glen Eagle Advisors
New Jersey
$246K +$103 +2 +0%
DOA
3005
D'Orazio & Associates
Virginia
$246K -$66.3K -1,285 -20%
JFGLC
3006
Johnson Financial Group LLC (Colorado)
Colorado
$246K +$260K +5,036 New
GL
3007
Gerber LLC
Ohio
$245K -$18.1K -351 -7%
PAM
3008
Peak Asset Management
Colorado
$245K – – –
RFA
3009
Resurgent Financial Advisors
Georgia
$244K -$376K -7,295 -59%
CBT
3010
CoreFirst Bank & Trust
Kansas
$244K +$94.1K +1,824 +57%
PFM
3011
Phillips Financial Management
Indiana
$244K -$31.8K -617 -11%
AR
3012
Apeiron RIA
Texas
$244K -$361 -7 -0.1%
HA
3013
Harfst & Associates
Wyoming
$244K – – –
SAMC
3014
Spectrum Asset Management (California)
California
$244K +$1.14K +22 +0.4%
FCM
3015
Fieldview Capital Management
Michigan
$243K -$421K -8,154 -62%
FCFC
3016
First Commonwealth Financial Corp
Pennsylvania
$243K -$31.4K -608 -11%
FIA
3017
FNY Investment Advisers
New York
$243K +$61.9K +1,200 +32%
RHAM
3018
Round Hill Asset Management
California
$242K -$2.32K -45 -0.9%
LWM
3019
Lionshead Wealth Management
New York
$242K -$4.39K -85 -2%
PWM
3020
Purus Wealth Management
California
$242K +$464 +9 +0.2%
MAM
3021
Marotta Asset Management
Virginia
$241K – – –
FCG
3022
Fielder Capital Group
Tennessee
$240K -$117K -2,271 -32%
HIF
3023
Hill Island Financial
Michigan
$240K -$5.78K -112 -2%
MWM
3024
Manske Wealth Management
Texas
$240K +$5.78K +112 +2%
DA
3025
Detalus Advisors
Missouri
$239K -$722 -14 -0.3%
119 120
121
122 123