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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
DI
1101
Diligent Investors
California
$465K – – –
OIA
1102
Optimum Investment Advisors
Illinois
$460K -$29.8K -2,000 -6%
AWP
1103
Ascent Wealth Partners
New York
$456K +$298 +20 +0.1%
GG
1104
Gofen & Glossberg
Illinois
$456K +$477 +32 +0.1%
WIS
1105
Wright Investors Service
Connecticut
$454K – – –
UR
1106
USCA RIA
Texas
$453K +$11.9K +800 +3%
LDB
1107
Lee, Danner & Bass
Tennessee
$448K +$55.3K +3,716 +15%
GCP
1108
GSA Capital Partners
United Kingdom
$448K +$426K +28,621 New
LIM
1109
Leavell Investment Management
Alabama
$443K -$31.6K -2,125 -7%
GXMC
1110
Global X Management Company
New York
$443K +$330K +22,194 +364%
EA
1111
Efficient Advisors
Ohio
$443K +$422K +28,332 New
MBA
1112
McQueen Ball & Associates
Pennsylvania
$442K – – –
ZCA
1113
Zeke Capital Advisors
Pennsylvania
$442K +$392K +26,335 New
CBA
1114
Coastal Bridge Advisors
Connecticut
$441K +$223 +15 +0.1%
CIA
1115
Choate Investment Advisors
Massachusetts
$440K +$135K +9,050 +47%
CAMG
1116
CWA Asset Management Group
Florida
$440K -$87.3K -5,865 -17%
CCM
1117
Cutler Capital Management
Massachusetts
$438K – – –
GSBTD
1118
Glenview State Bank Trust Department
Illinois
$437K +$23.5K +1,580 +6%
TWI
1119
Thomas White International
Illinois
$435K – – –
LJAC
1120
L.J. Altfest & Co
New York
$435K +$33.3K +2,238 +9%
CFG
1121
CKW Financial Group
Hawaii
$434K +$14.9K +1,000 +4%
PAG
1122
Pinnacle Advisory Group
Maryland
$434K +$404K +27,119 New
KBG
1123
Kahn Brothers Group
New York
$432K -$42.8K -2,876 -9%
HW
1124
Hancock Whitney
Mississippi
$432K +$715 +48 +0.2%
SSWM
1125
Smith Salley Wealth Management
North Carolina
$429K -$5.86M -393,239 -93%
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