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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
WG
1026
Welch Group
Alabama
$1.63M -$111K -4,470 -6%
WCM
1027
Wunderlich Capital Managemnt
Tennessee
$1.62M +$421K +16,906 +34%
GW
1028
GW & Wade
Massachusetts
$1.62M +$9.24K +371 +0.6%
HCP
1029
Hexagon Capital Partners
Arkansas
$1.61M +$1.66M +66,809 New
CRIG
1030
Charter Research & Investment Group
Connecticut
$1.6M +$76.2K +3,060 +5%
SSG
1031
Summit Securities Group
New York
$1.6M +$451K +18,100 +37%
ADL
1032
Asset Dedication LLC
California
$1.59M +$203K +8,139 +14%
HB
1033
Homrich & Berg
Georgia
$1.58M +$449K +18,042 +38%
CBN
1034
Cadence Bank NA
Texas
$1.58M -$3.04K -122 -0.2%
PCM
1035
Poehling Capital Management
Wisconsin
$1.57M -$43.2K -1,735 -3%
SW
1036
SlateStone Wealth
Florida
$1.57M -$628K -25,224 -28%
IFG
1037
Independent Financial Group
California
$1.57M +$140K +5,603 +9%
SW
1038
SkyOak Wealth
Michigan
$1.56M -$186K -7,490 -10%
AC
1039
Abbrea Capital
California
$1.56M -$72.5K -2,910 -4%
NAM
1040
NTV Asset Management
West Virginia
$1.56M – – –
BWA
1041
BDO Wealth Advisors
Florida
$1.54M -$81.1K -3,257 -5%
SCM
1042
Sirios Capital Management
Massachusetts
$1.54M -$38.6M -1,550,799 -96%
LI
1043
Lafayette Investments
Maryland
$1.54M -$21.4K -860 -1%
BS
1044
Bessemer Securities
New York
$1.54M -$7.22K -290 -0.5%
PVWM
1045
Point View Wealth Management
New Jersey
$1.53M +$44.5K +1,787 +3%
BJL
1046
Brighton Jones LLC
Washington
$1.53M +$265K +10,647 +20%
FNBOO
1047
First National Bank of Omaha
Nebraska
$1.53M +$1.58M +63,517 New
IC
1048
IEQ Capital
California
$1.53M -$62.4K -2,508 -4%
TFS
1049
TrustCore Financial Services
Tennessee
$1.53M +$543K +21,791 +52%
SEC
1050
Seven Eight Capital
New York
$1.52M +$690K +27,700 +78%
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42
43 44