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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
AGC
3226
August Group Capital
$223K +$214K +4,050 New
TF
3227
Tenzing Financial
Virginia
$223K +$214K +4,049 New
SAM
3228
Satovsky Asset Management
New York
$222K +$1.06K +20 +0.5%
EMC
3229
Everest Management Corp
California
$222K -$7.19K -136 -3%
CA
3230
Cannon Advisors
North Carolina
$222K – – –
FDDB
3231
Fidelity D&D Bancorp
Pennsylvania
$221K -$20.5K -387 -9%
PMFA
3232
Plante Moran Financial Advisors
Michigan
$221K -$104K -1,974 -33%
SDWMA
3233
Schneider Downs Wealth Management Advisors
Pennsylvania
$221K +$6.55K +124 +3%
SWM
3234
Scissortail Wealth Management
Oklahoma
$221K +$317 +6 +0.1%
GSAM
3235
Grant Street Asset Management
Pennsylvania
$220K -$2.43K -46 -1%
ADBIC
3236
A.D. Beadell Investment Counsel
Wisconsin
$220K – – –
LSWM
3237
Lorne Steinberg Wealth Management
Canada
$220K +$211K +3,991 New
HC
3238
Hoese & Co
Minnesota
$219K -$30.9K -585 -13%
VIP
3239
Value Investment Professionals
New York
$219K +$211K +3,983 New
IWP
3240
Innova Wealth Partners
Pennsylvania
$218K +$210K +3,969 New
TVM
3241
True Vision MN
Minnesota
$218K +$210K +3,968 New
VIPI
3242
Vista Investment Partners II
Indiana
$218K -$10.1K -191 -5%
T
3243
Tidemark
California
$217K +$22.7K +430 +12%
HFA
3244
Highland Financial Advisors
New Jersey
$217K +$209K +3,945 New
KWM
3245
Kaydan Wealth Management
Michigan
$217K – – –
CS
3246
Capital Square
Tennessee
$216K +$208K +3,936 New
ODIJL
3247
One Day In July LLC
Vermont
$216K +$208K +3,936 New
RAG
3248
RIA Advisory Group
Iowa
$216K -$7.67K -145 -4%
FWM
3249
FMA Wealth Management
Massachusetts
$216K – – –
WAM
3250
Winslow Asset Management
Ohio
$216K – – –
128 129
130
131 132