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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
GW
976
GW & Wade
Massachusetts
$306K – – –
WIC
977
Woodmont Investment Counsel
Tennessee
$303K -$7.85K -550 -2%
HHGA
978
Halbert Hargrove Global Advisors
California
$302K -$17.6K -1,235 -5%
IC
979
InterOcean Capital
Illinois
$302K – – –
CCM
980
Cohen Capital Management
California
$299K – – –
LCM
981
Lucas Capital Management
New Jersey
$299K – – –
GCT
982
Galaxy Capital Trading
British Virgin Islands
$299K +$310K +21,700 New
ACM
983
Alta Capital Management
Utah
$296K -$11.8K -825 -4%
AFS
984
Aft Forsyth & Sober
Florida
$296K – – –
RPGK
985
Retirement Planning Group (Kansas)
Kansas
$296K +$29 +2 +0%
FWM
986
Focused Wealth Management
New York
$295K +$305K +21,374 New
BO
987
BRR OpCo
Ohio
$294K +$13.4K +938 +5%
CHJWM
988
Carlton Hofferkamp & Jenks Wealth Management
Texas
$294K +$34.9K +2,444 +13%
VC
989
Vicus Capital
Pennsylvania
$292K -$10.4K -730 -3%
EWM
990
Empirical Wealth Management
Washington
$292K +$457 +32 +0.2%
JIM
991
Jupiter Investment Management
United Kingdom
$288K -$5.39M -377,754 -95%
ONB
992
Old National Bancorp
Indiana
$287K -$906K -63,491 -75%
LBC
993
Lowe Brockenbrough & Co
Virginia
$285K -$1.43K -100 -0.5%
PFA
994
Pure Financial Advisors
California
$285K -$1.43K -100 -0.5%
AWM
995
Altavista Wealth Management
North Carolina
$284K +$28.6K +2,000 +11%
MAA
996
Mraz Amerine & Associates
California
$283K +$4.28K +300 +1%
G
997
GlobalBridge
Minnesota
$283K +$5.44K +381 +2%
SCM
998
Shapiro Capital Management
Georgia
$283K – – –
EWM
999
Edge Wealth Management
New York
$281K – – –
TBA
1000
Tower Bridge Advisors
Pennsylvania
$281K -$1.64K -115 -0.6%
38 39
40
41 42