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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
IAIM
1101
International Assets Investment Management
Florida
$2.77M +$441K +9,763 +17%
SSWM
1102
Smith Salley Wealth Management
North Carolina
$2.74M +$1.61M +35,752 +116%
BFG
1103
Beacon Financial Group
Texas
$2.72M +$107K +2,382 +4%
HT
1104
Heritage Trust
Oklahoma
$2.72M -$38.1K -844 -1%
GWM
1105
Geneos Wealth Management
Colorado
$2.71M -$585K -12,963 -16%
VWA
1106
V Wealth Advisors
Kansas
$2.7M +$151K +3,338 +5%
KLCM
1107
KG&L Capital Management
Louisiana
$2.7M +$446K +9,885 +18%
LHC
1108
Little House Capital
Massachusetts
$2.69M +$154K +3,423 +6%
ZIC
1109
ZWJ Investment Counsel
Georgia
$2.68M -$538K -11,934 -16%
CTA
1110
Chesley Taft & Associates
Illinois
$2.66M +$66.3K +1,470 +2%
BFA
1111
Brendel Financial Advisors
New Hampshire
$2.66M -$337K -7,472 -10%
NMG
1112
New Millennium Group
Utah
$2.65M +$1.08M +24,001 +59%
PCA
1113
Peddock Capital Advisors
Massachusetts
$2.65M +$50.2K +1,113 +2%
BWA
1114
BDO Wealth Advisors
Florida
$2.65M +$76.4K +1,694 +3%
WCM
1115
Wunderlich Capital Managemnt
Tennessee
$2.64M -$68.2K -1,511 -2%
CA
1116
Cumberland Advisors
Florida
$2.63M +$86K +1,907 +3%
PFG
1117
Peterson Financial Group
Iowa
$2.62M +$171K +3,792 +6%
CAN
1118
Claraphi Advisory Network
United States
$2.62M -$395K -8,755 -12%
SHFA
1119
SS&H Financial Advisors
Michigan
$2.61M +$2.85M +63,275 New
SWM
1120
SeaCrest Wealth Management
New York
$2.6M -$1.15M -25,490 -29%
GSC
1121
G&S Capital
Colorado
$2.6M -$1.47M -32,593 -34%
STC
1122
Sarah T. Connolly
$2.59M +$114K +2,527 +4%
EI
1123
Ethic Inc
New York
$2.59M -$615K -13,633 -18%
DHFB
1124
Dixon Hubard Feinour & Brown
Virginia
$2.58M +$28.7K +637 +1%
FFN
1125
Focus Financial Network
Minnesota
$2.58M -$3.8M -84,134 -57%
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45
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