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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
UR
1151
USCA RIA
Texas
$220K -$134K -9,000 -39%
RPGK
1152
Retirement Planning Group (Kansas)
Kansas
$220K -$108K -7,263 -34%
PAG
1153
Pinnacle Advisory Group
Maryland
$219K – – –
HSA
1154
HBK Sorce Advisory
Pennsylvania
$219K +$40.6K +2,735 +24%
KA
1155
Kovack Advisors
Florida
$215K -$11.5K -776 -5%
BBNB
1156
Baker Boyer National Bank
Washington
$214K -$21K -1,418 -9%
MHS
1157
M Holdings Securities
Oregon
$214K +$204K +13,773 New
RAM
1158
Riggs Asset Management
Pennsylvania
$212K +$202K +13,591 New
EAM
1159
Evanson Asset Management
California
$212K +$202K +13,634 New
AWM
1160
Altavista Wealth Management
North Carolina
$211K -$104K -7,000 -34%
RT
1161
Reliance Trust
Georgia
$211K +$46K +3,100 +30%
CCM
1162
Cutler Capital Management
Massachusetts
$210K +$14.8K +1,000 +8%
FIG
1163
Fusion Investment Group
Pennsylvania
$210K +$200K +13,510 New
HH
1164
Hilltop Holdings
Texas
$209K +$199K +13,447 New
FNBOMD
1165
First National Bank of Mount Dora
Florida
$208K – – –
AW
1166
ACG Wealth
Georgia
$208K +$198K +13,352 New
BT
1167
Brandywine Trust
Delaware
$207K – – –
GJIC
1168
Gamble Jones Investment Counsel
California
$206K +$742 +50 +0.4%
FIM
1169
Frontier Investment Management
Texas
$206K +$4.57K +308 +2%
VFP
1170
Verus Financial Partners
Virginia
$206K +$5.96K +402 +3%
LCM
1171
LVM Capital Management
Michigan
$205K – – –
SAM
1172
Strategy Asset Managers
California
$205K +$4.75K +320 +2%
TWA
1173
TCI Wealth Advisors
Arizona
$204K +$55.3K +3,731 +40%
TFO
1174
Tarbox Family Office
California
$203K +$194K +13,046 New
UF
1175
Univest Financial
Pennsylvania
$202K – – –
45 46
47
48 49