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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
JWM
1201
Jeppson Wealth Management
California
$1.84M -$16.2K -556 -1%
SAM
1202
Synergy Asset Management
Washington
$1.84M -$725K -24,897 -31%
HFM
1203
Hartford Financial Management
Connecticut
$1.83M +$13.3K +457 +0.8%
EWM
1204
Evergreen Wealth Management
Michigan
$1.83M +$39K +1,338 +3%
GI
1205
GAMMA Investing
California
$1.83M +$1.57M +53,767 New
FBFS
1206
First Business Financial Services
Wisconsin
$1.83M -$77.2K -2,651 -5%
HCM
1207
Highlander Capital Management
New Jersey
$1.82M +$73.3K +2,517 +5%
PWG
1208
Portside Wealth Group
Utah
$1.81M +$117K +4,019 +8%
WTB
1209
Washington Trust Bank
Washington
$1.81M +$8.21K +282 +0.5%
OWA
1210
Octavia Wealth Advisors
Ohio
$1.81M +$24.8K +851 +2%
NRS
1211
Neville Rodie & Shaw
New York
$1.8M -$358K -12,300 -19%
SAG
1212
SageView Advisory Group
California
$1.8M +$314K +10,788 +26%
WCM
1213
Wunderlich Capital Managemnt
Tennessee
$1.8M -$408K -14,001 -21%
CGH
1214
CMG Global Holdings
Texas
$1.79M -$220K -7,549 -13%
CCG
1215
Ceeto Capital Group
Florida
$1.78M +$14.6K +500 +1%
IAMOG
1216
Investors Asset Management of Georgia
Georgia
$1.77M -$13.3K -458 -0.9%
WG
1217
Winton Group
United Kingdom
$1.77M -$2.63M -90,232 -63%
MMPW
1218
Mitchell McLeod Pugh & Williams
Alabama
$1.77M +$10.7K +368 +0.7%
CA
1219
Cumberland Advisors
Florida
$1.76M – – –
AIM
1220
Avity Investment Management
Connecticut
$1.76M +$272K +9,325 +22%
BMCM
1221
Bryn Mawr Capital Management
Pennsylvania
$1.75M +$231K +7,920 +18%
NB
1222
NBT Bank
New York
$1.75M +$100K +3,451 +7%
LC
1223
Lindbrook Capital
California
$1.75M -$3.66M -125,872 -71%
CSIC
1224
Clifford Swan Investment Counsel
California
$1.75M +$136K +4,685 +10%
EWA
1225
Exencial Wealth Advisors
Oklahoma
$1.74M +$110K +3,791 +8%
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