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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
GRP
726
Global Retirement Partners
California
$4.22M +$126K +4,642 +3%
RWM
727
Rench Wealth Management
Texas
$4.21M +$249K +9,181 +6%
SS
728
Simplicity Solutions
Minnesota
$4.18M +$3.2M +117,788 +228%
SCM
729
SOL Capital Management
Maryland
$4.17M +$224K +8,250 +5%
MA
730
Menlo Advisors
California
$4.17M -$183K -6,735 -4%
BIM
731
Bridges Investment Management
Nebraska
$4.16M -$51.5K -1,900 -1%
BAMF
732
BI Asset Management Fondsmaeglerselskab
Denmark
$4.13M -$676K -24,900 -13%
JAM
733
Jolley Asset Management
North Carolina
$4.12M +$222K +8,165 +5%
UR
734
USCA RIA
Texas
$4.12M +$466K +17,159 +11%
HW
735
Hedeker Wealth
Illinois
$4.11M +$115K +4,248 +3%
CFG
736
Cambridge Financial Group
Ohio
$4.1M -$1.55M -57,255 -26%
EFS
737
Essex Financial Services
Connecticut
$4.1M -$994K -36,651 -18%
BCM
738
Billings Capital Management
Virginia
$4.09M +$4.5M +165,930 New
BA
739
Baugh & Associates
Georgia
$4.07M -$11.5K -425 -0.3%
AF
740
Ally Financial
Michigan
$4.07M – – –
DS
741
Dudley & Shanley
Florida
$4.07M +$1.49M +55,000 +50%
BCM
742
Bourgeon Capital Management
Connecticut
$4.06M -$829K -30,570 -16%
MWM
743
Meridian Wealth Management
Kentucky
$4.02M -$769K -28,339 -15%
SB
744
Simmons Bank
Arkansas
$4.01M -$1.57M -57,889 -26%
OCM
745
Oakwood Capital Management
California
$4M +$4.41M +162,400 New
SIA
746
SeaBridge Investment Advisors
New Jersey
$3.98M -$1.93K -71 -0%
SCM
747
Silvant Capital Management
Georgia
$3.98M -$4.9M -180,698 -53%
BUB
748
BBVA USA Bancshares
Texas
$3.98M -$7.71K -284 -0.2%
TCM
749
Tufton Capital Management
Maryland
$3.94M +$255K +9,391 +6%
LWANC
750
Laurel Wealth Advisors (North Carolina)
North Carolina
$3.94M +$4.34M +160,035 New
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30
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