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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
VMMC
3226
V.M. Manning & Co
South Carolina
$224K -$32.5K -614 -13%
PAS
3227
PKS Advisory Services
New York
$224K -$687 -13 -0.3%
DCM
3228
Donaldson Capital Management
Indiana
$224K -$73.4K -1,388 -25%
DWM
3229
DecisionMap Wealth Management
Virginia
$223K +$9.62K +182 +5%
CIM
3230
Chapman Investment Management
California
$223K +$53 +1 +0%
OPWM
3231
Oregon Pacific Wealth Management
Oregon
$223K -$7.45K -141 -3%
AGC
3232
August Group Capital
$223K +$214K +4,050 New
TF
3233
Tenzing Financial
Virginia
$223K +$214K +4,049 New
SAM
3234
Satovsky Asset Management
New York
$222K +$1.06K +20 +0.5%
EMC
3235
Everest Management Corp
California
$222K -$7.19K -136 -3%
CA
3236
Cannon Advisors
North Carolina
$222K – – –
FDDB
3237
Fidelity D&D Bancorp
Pennsylvania
$221K -$20.5K -387 -9%
PMFA
3238
Plante Moran Financial Advisors
Michigan
$221K -$104K -1,974 -33%
SDWMA
3239
Schneider Downs Wealth Management Advisors
Pennsylvania
$221K +$6.55K +124 +3%
SWM
3240
Scissortail Wealth Management
Oklahoma
$221K +$317 +6 +0.1%
GSAM
3241
Grant Street Asset Management
Pennsylvania
$220K -$2.43K -46 -1%
ADBIC
3242
A.D. Beadell Investment Counsel
Wisconsin
$220K – – –
LSWM
3243
Lorne Steinberg Wealth Management
Canada
$220K +$211K +3,991 New
HC
3244
Hoese & Co
Minnesota
$219K -$30.9K -585 -13%
VIP
3245
Value Investment Professionals
New York
$219K +$211K +3,983 New
IWP
3246
Innova Wealth Partners
Pennsylvania
$218K +$210K +3,969 New
TVM
3247
True Vision MN
Minnesota
$218K +$210K +3,968 New
VIPI
3248
Vista Investment Partners II
Indiana
$218K -$10.1K -191 -5%
T
3249
Tidemark
California
$217K +$22.7K +430 +12%
HFA
3250
Highland Financial Advisors
New Jersey
$217K +$209K +3,945 New
128 129
130
131 132