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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
CBT
876
Capital Bank & Trust
California
$2.33M +$224K +9,008 +10%
AA
877
ALPS Advisors
Colorado
$2.32M +$559K +22,459 +30%
IFWM
878
Institute for Wealth Management
Colorado
$2.31M -$45.6K -1,830 -2%
CWM
879
Concentric Wealth Management
California
$2.3M +$39.3K +1,579 +2%
SIMM
880
Stillwater Investment Management (Minnesota)
Minnesota
$2.3M +$84.5K +3,393 +4%
CF
881
Centaurus Financial
California
$2.29M +$350K +14,055 +17%
6M
882
6 Meridian
Kansas
$2.29M +$53.5K +2,147 +2%
AWA
883
Arete Wealth Advisors
Illinois
$2.29M +$55.3K +2,223 +2%
DPIM
884
Duff & Phelps Investment Management
Illinois
$2.28M – – –
OLA
885
Oliver Luxxe Assets
New Jersey
$2.27M +$47.2K +1,897 +2%
SCA
886
Snowden Capital Advisors
New York
$2.27M +$283K +11,374 +14%
IAIM
887
International Assets Investment Management
Florida
$2.27M -$282K -11,340 -9%
DAS
888
Dynamic Advisor Solutions
Arizona
$2.27M -$13.7K -550 -0.6%
BCM
889
BTC Capital Management
Iowa
$2.27M +$314K +12,622 +16%
PC
890
Pecaut & Co
Iowa
$2.26M -$473K -19,000 -17%
GWM
891
Geneos Wealth Management
Colorado
$2.25M +$57.5K +2,309 +2%
SJIM
892
St. Johns Investment Management
Florida
$2.24M +$38.4K +1,544 +2%
CM
893
Capula Management
Cayman Islands
$2.24M +$2.31M +92,811 New
DR
894
Davis Rea
Ontario, Canada
$2.23M +$278K +11,185 +14%
AIM
895
ARGA Investment Management
Connecticut
$2.21M -$29.5K -1,183 -1%
KWM
896
Kingsview Wealth Management
Oregon
$2.21M +$80.1K +3,219 +4%
CIC
897
Carnegie Investment Counsel
Ohio
$2.21M +$79.8K +3,206 +4%
P
898
Pitcairn
Pennsylvania
$2.2M -$149K -5,967 -6%
IA
899
IFP Advisors
Florida
$2.2M -$70.9K -2,847 -3%
PL
900
Plancorp LLC
Missouri
$2.2M +$4.83K +194 +0.2%
34 35
36
37 38