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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
GWA
1151
Gratus Wealth Advisors
Virginia
$2.28M +$355K +8,857 +18%
PCM
1152
Poehling Capital Management
Wisconsin
$2.27M – – –
BMCM
1153
Bryn Mawr Capital Management
Pennsylvania
$2.27M -$14.8K -369 -0.6%
LCAM
1154
London & Capital Asset Management
United Kingdom
$2.27M +$4.65K +116 +0.2%
FFN
1155
Focus Financial Network
Minnesota
$2.26M -$25.2K -628 -1%
WI
1156
WrapManager Inc
California
$2.26M -$12.2K -304 -0.5%
AF
1157
Advisornet Financial
Minnesota
$2.25M +$31.3K +782 +1%
TSWM
1158
Tyler-Stone Wealth Management
Ohio
$2.25M +$1.16M +28,964 +105%
WPW
1159
Waldron Private Wealth
Pennsylvania
$2.24M +$175K +4,360 +8%
PSB
1160
Piscataqua Savings Bank
New Hampshire
$2.24M -$34.5K -860 -1%
SWM
1161
SeaCrest Wealth Management
New York
$2.23M -$67.5K -1,684 -3%
HWA
1162
HCR Wealth Advisors
California
$2.23M +$103K +2,560 +5%
SSW
1163
Smith Shellnut Wilson
Mississippi
$2.23M – – –
LI
1164
Lafayette Investments
Maryland
$2.22M -$18.1K -452 -0.8%
MFA
1165
Mayflower Financial Advisors
Massachusetts
$2.22M -$9.6M -239,460 -81%
CIA
1166
Choate Investment Advisors
Massachusetts
$2.22M -$176K -4,391 -7%
HIS
1167
Horizon Investment Services
Indiana
$2.21M +$2.23M +55,684 New
DWP
1168
Daymark Wealth Partners
Ohio
$2.2M +$206K +5,152 +10%
RWB
1169
RMR Wealth Builders
New Jersey
$2.2M -$23.1K -576 -1%
AGC
1170
Aspen Grove Capital
Colorado
$2.2M +$9.42K +235 +0.4%
LWM
1171
LJI Wealth Management
Indiana
$2.19M +$23.8K +593 +1%
ECM
1172
Exchange Capital Management
Michigan
$2.19M -$124K -3,091 -5%
PB
1173
Pinnacle Bancorp
Nebraska
$2.19M -$8.29M -206,923 -79%
CP
1174
Cumberland Partners
Ontario, Canada
$2.18M -$105K -2,625 -5%
PFGIA
1175
Patriot Financial Group Insurance Agency
Massachusetts
$2.18M -$52.2K -1,303 -2%
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