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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
ICM
1126
IMS Capital Management
Oregon
$359K +$143K +8,488 +58%
AIA
1127
AIMZ Investment Advisors
California
$356K +$12.6K +750 +3%
FI
1128
FormulaFolio Investments
Michigan
$355K +$26.8K +1,593 +8%
WEC
1129
Winslow Evans & Crocker
Massachusetts
$355K -$28.4K -1,686 -7%
AFWA
1130
Ancora Family Wealth Advisors
Ohio
$352K +$380K +22,596 New
CC
1131
Colrain Capital
Massachusetts
$351K -$42.1K -2,500 -10%
FA
1132
FCG Advisors
New Jersey
$348K -$15.2K -904 -4%
CCM
1133
Coldstream Capital Management
Washington
$347K +$28.6K +1,701 +8%
PHS
1134
Pekin Hardy Strauss
Illinois
$342K -$195K -11,609 -35%
CMANY
1135
Capital Management Associates (New York)
New York
$342K -$187K -11,100 -34%
CCM
1136
Cohen Capital Management
California
$338K – – –
LH
1137
Lebenthal Holdings
New York
$336K +$47.1K +2,801 +15%
LIA
1138
LBMC Investment Advisors
Tennessee
$336K +$48.7K +2,893 +15%
AFS
1139
Aft Forsyth & Sober
Florida
$334K – – –
VIA
1140
Vident Investment Advisory
Georgia
$331K -$38.1K -2,262 -10%
TFA
1141
Toth Financial Advisory
Virginia
$331K – – –
NEPWA
1142
New England Private Wealth Advisors
Massachusetts
$331K +$135 +8 +0%
UAS
1143
United Asset Strategies
New York
$331K +$7.1K +422 +2%
BO
1144
BRR OpCo
Ohio
$330K +$3.13K +186 +0.9%
AIM
1145
Artemis Investment Management
United Kingdom
$329K – – –
LGC
1146
Laurel Grove Capital
California
$327K – – –
QCG
1147
Quadrant Capital Group
Ohio
$325K -$26.1K -1,552 -7%
HA
1148
Halsey Associates
Connecticut
$322K +$33.7K +2,002 +11%
RCG
1149
Ruane, Cunniff & Goldfarb
New York
$321K -$8.75M -520,345 -96%
VDI
1150
Vaughan David Investments
Illinois
$319K -$28.6K -1,699 -8%
44 45
46
47 48