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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
SIM
1026
Sentry Investment Management
Wisconsin
$2.92M -$484K -12,004 -15%
PWM
1027
Perigon Wealth Management
California
$2.92M -$145K -3,609 -5%
BIM
1028
Baldwin Investment Management
Pennsylvania
$2.9M -$29.4K -730 -1%
WCM
1029
Wunderlich Capital Managemnt
Tennessee
$2.9M +$43.1K +1,070 +2%
ADL
1030
Asset Dedication LLC
California
$2.87M +$27.6K +685 +1%
PAS
1031
Park Avenue Securities
New York
$2.86M -$16K -396 -0.6%
CRIG
1032
Charter Research & Investment Group
Connecticut
$2.86M +$20.9K +520 +0.8%
FQ
1033
First Quadrant
California
$2.84M +$14.7K +365 +0.5%
FDS
1034
First Dallas Securities
Texas
$2.83M +$40.5K +1,006 +2%
CTA
1035
Chesley Taft & Associates
Illinois
$2.83M +$78.5K +1,950 +3%
ALAM
1036
Asahi Life Asset Management
Japan
$2.8M +$868K +21,543 +48%
GAM
1037
Gotham Asset Management
New York
$2.8M -$1.45M -36,104 -35%
RE
1038
RBC Europe
United Kingdom
$2.79M -$265K -6,590 -9%
OIA
1039
OneDigital Investment Advisors
Kansas
$2.78M +$139K +3,448 +6%
DSC
1040
Duncker Streett & Co
Missouri
$2.78M -$104K -2,572 -4%
MI
1041
Markston International
New York
$2.77M -$2.88M -71,487 -52%
MIAS
1042
Mason Investment Advisory Services
Virginia
$2.74M – – –
BCM
1043
Brookstone Capital Management
Illinois
$2.73M -$46.6K -1,156 -2%
JWCA
1044
J.W. Cole Advisors
Florida
$2.73M +$730K +18,121 +39%
SFA
1045
Souders Financial Advisors
Ohio
$2.73M +$37.4K +929 +1%
GA
1046
Greytown Advisors
Florida
$2.72M +$2.58M +64,138 New
RWA
1047
Ropes Wealth Advisors
Massachusetts
$2.72M -$104K -2,579 -4%
CA
1048
Cumberland Advisors
Florida
$2.69M -$66.5K -1,650 -3%
HT
1049
Heritage Trust
Oklahoma
$2.68M +$289K +7,185 +13%
CW
1050
CreativeOne Wealth
Kansas
$2.67M -$215K -5,330 -8%
40 41
42
43 44