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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
IAM
1226
ICM Asset Management
Washington
$156K – – –
SCM
1227
Silver Capital Management
New York
$156K +$148K +10,000 New
SFPIA
1228
Stevens First Principles Investment Advisors
California
$156K +$148K +10,000 New
RIA
1229
Regal Investment Advisors
Michigan
$153K -$46.9K -3,163 -24%
JIC
1230
Joel Isaacson & Co
New York
$151K +$7.08K +477 +5%
DAM
1231
Delta Asset Management
Tennessee
$149K +$32.2K +2,169 +29%
KTC
1232
Kistler-Tiffany Companies
Pennsylvania
$146K -$16.5K -1,109 -11%
RFS
1233
Rockefeller Financial Services
New York
$142K -$44.5K -3,000 -25%
PTCG
1234
Pring Turner Capital Group
California
$138K +$132K +8,881 New
WG
1235
Welch Group
Alabama
$137K – – –
NC
1236
NewSquare Capital
Pennsylvania
$135K -$14.9K -1,002 -10%
FNBSF
1237
First National Bank Sioux Falls
South Dakota
$129K – – –
NYLT
1238
New York Life Trust
New York
$126K -$1.08K -73 -0.9%
LWM
1239
LBA Wealth Management
Florida
$126K +$112K +7,561 New
SC
1240
Saturna Capital
Washington
$125K – – –
CFS
1241
Community Financial System
New York
$117K -$65.3K -4,400 -37%
SMU
1242
Signet Management USA
Virginia
$117K +$112K +7,519 New
SCG
1243
Strategic Capital Group
Washington
$110K -$1.74K -117 -2%
LIM
1244
Longfellow Investment Management
Massachusetts
$104K – – –
WCM
1245
Windsor Capital Management
Arizona
$102K +$5.56K +375 +6%
PL
1246
Parkwood LLC
Ohio
$101K +$96.3K +6,492 New
KT
1247
Kanaly Trust
Texas
$98K +$92.9K +6,263 New
JFA
1248
JNBA Financial Advisors
Minnesota
$96K +$67.7K +4,564 +283%
BC
1249
Bartlett & Co
Ohio
$93K +$23.3K +1,570 +36%
TWM
1250
Torch Wealth Management
Ohio
$92K +$87.8K +5,921 New
48 49
50
51 52