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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
826
Graybill Wealth Management
Illinois
$3.52M -$3.79K -134 -0.1%
LFGH
827
Lee Financial Group Hawaii
Hawaii
$3.52M +$111K +3,944 +3%
H
828
HoyleCohen
California
$3.5M +$99.1K +3,507 +3%
LB
829
Landmark Bank
Missouri
$3.49M -$13.3K -469 -0.4%
JWM
830
Jupiter Wealth Management
Colorado
$3.49M +$3.28M +116,076 New
RA
831
Rational Advisors
New York
$3.48M +$769K +27,196 +28%
BAM
832
Berkshire Asset Management
Pennsylvania
$3.47M +$9.19K +325 +0.3%
SCA
833
Spearhead Capital Advisors
Florida
$3.46M +$501K +17,721 +16%
FIM
834
Freedom Investment Management
Connecticut
$3.46M +$476K +16,829 +16%
RC
835
Roundview Capital
New Jersey
$3.46M -$1.67M -59,196 -32%
WAM
836
Wakefield Asset Management
Colorado
$3.45M +$3.53M +125,046 New
SFG
837
SevenBridge Financial Group
Pennsylvania
$3.45M +$21.2K +751 +0.6%
AFM
838
Abbot Financial Management
Massachusetts
$3.43M -$47.9K -1,695 -1%
OCM
839
One Capital Management
California
$3.43M -$534K -18,908 -13%
BFM
840
Boston Financial Management
Massachusetts
$3.42M -$14.7M -521,848 -81%
MIM
841
Marco Investment Management
Georgia
$3.42M +$47.1K +1,665 +1%
PP
842
Pegasus Partners
Wisconsin
$3.4M +$332K +11,731 +11%
VCA
843
Verdence Capital Advisors
Maryland
$3.37M +$264K +9,349 +8%
AWM
844
AE Wealth Management
Kansas
$3.36M +$335K +11,844 +11%
LPT
845
Legacy Private Trust
Wisconsin
$3.35M +$990K +35,041 +41%
EWM
846
Edge Wealth Management
New York
$3.33M -$44K -1,556 -1%
BP
847
Ballentine Partners
Massachusetts
$3.32M +$938K +33,203 +38%
BOS
848
Bingham Osborn & Scarborough
California
$3.32M -$7.38K -261 -0.2%
GC
849
Grace Capital
Massachusetts
$3.3M +$70.4K +2,490 +2%
SAM
850
Sompo Asset Management
Japan
$3.29M -$538K -19,020 -14%
32 33
34
35 36