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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
FIM
1101
Freedom Investment Management
Connecticut
$988K -$197K -10,234 -19%
TNAM
1102
Terra Nova Asset Management
New York
$985K -$1.66M -86,350 -66%
CFP
1103
Cornerstone Financial Partners
North Carolina
$983K -$2.84M -147,439 -77%
TCM
1104
Traynor Capital Management
Pennsylvania
$983K -$105K -5,431 -11%
ADL
1105
Asset Dedication LLC
California
$983K -$30.6K -1,590 -3%
BAC
1106
Boys Arnold & Co
North Carolina
$983K -$6.13K -318 -0.7%
SCM
1107
Sterneck Capital Management
Missouri
$978K -$14.7K -765 -2%
SGCA
1108
Steel Grove Capital Advisors
Tennessee
$978K – – –
TPWA
1109
TRUE Private Wealth Advisors
Oregon
$974K +$159K +8,277 +24%
HK
1110
Horizon Kinetics
New York
$972K +$79.2K +4,110 +10%
GXMC
1111
Global X Management Company
New York
$972K +$302K +15,681 +55%
LWCFA
1112
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$964K -$9.05K -470 -1%
WP
1113
WMS Partners
Maryland
$962K +$25.7K +1,332 +3%
HHMI
1114
Howard Hughes Medical Institute
Maryland
$956K +$833K +43,275 New
CHC
1115
City Holding Co
West Virginia
$953K -$47.7K -2,475 -5%
IIA
1116
IPG Investment Advisors
California
$952K -$1.5M -77,677 -64%
CS
1117
Comerica Securities
Michigan
$942K +$939K +48,731 New
EWA
1118
Exencial Wealth Advisors
Oklahoma
$936K -$42.6K -2,213 -5%
SOAMC
1119
Spirit of America Management Corp
New York
$935K – – –
NRS
1120
Neville Rodie & Shaw
New York
$932K -$53K -2,750 -6%
HAG
1121
HighPoint Advisor Group
Illinois
$926K +$10.7K +553 +2%
CA
1122
Clearstead Advisors
Ohio
$926K +$807K +41,896 New
EI
1123
Elkhorn Investments
Illinois
$926K +$807K +41,922 New
WSTAM
1124
Wilbanks Smith & Thomas Asset Management
Virginia
$924K +$15.1K +782 +2%
SFSG
1125
Stearns Financial Services Group
North Carolina
$919K +$86.7K +4,501 +12%
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