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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
HWA
1226
Heritage Wealth Advisors
Virginia
$742K – – –
RCAG
1227
Rehmann Capital Advisory Group
Michigan
$736K +$104K +4,381 +16%
BWAM
1228
Boyd Watterson Asset Management
Ohio
$732K +$737K +31,036 New
GAG
1229
GM Advisory Group
New York
$726K +$17.8K +750 +2%
NB
1230
NBT Bank
New York
$724K – – –
SAM
1231
Strategy Asset Managers
California
$721K -$11.9K -500 -2%
AC
1232
Addison Capital
Pennsylvania
$720K +$6.17K +260 +0.9%
RCA
1233
Rex Capital Advisors
Rhode Island
$717K +$357K +15,060 +98%
SWK
1234
Stephen W. Kidder
$709K +$120K +5,065 +20%
HI
1235
Hudock Inc
Pennsylvania
$707K +$224K +9,459 +46%
BOH
1236
Bank of Hawaii
Hawaii
$706K +$282K +11,875 +66%
CG
1237
Caprock Group
Idaho
$699K +$22.9K +963 +3%
LNC
1238
Lincoln National Corp
Pennsylvania
$698K +$142K +5,981 +25%
AWM
1239
Avior Wealth Management
Nebraska
$698K +$299K +12,586 +74%
AWP
1240
Ascent Wealth Partners
New York
$696K +$1.73K +73 +0.2%
CCFCSB
1241
Cape Cod Five Cents Savings Bank
Massachusetts
$695K -$30.4K -1,280 -4%
MMPW
1242
Mitchell McLeod Pugh & Williams
Alabama
$690K – – –
AF
1243
Allworth Financial
California
$686K +$617 +26 +0.1%
GP
1244
Girard Partners
Pennsylvania
$686K +$105K +4,438 +18%
CPIM
1245
Columbia Partners Investment Management
Virginia
$685K -$764K -32,183 -53%
DI
1246
Diligent Investors
California
$683K +$7.12K +300 +1%
HMS
1247
Hanseatic Management Services
New Mexico
$683K +$687K +28,957 New
FBC
1248
Fairfield, Bush & Co
Connecticut
$682K -$99.7K -4,200 -13%
CAMG
1249
CWA Asset Management Group
Florida
$682K +$124K +5,210 +22%
CT
1250
Cambridge Trust
Massachusetts
$681K +$27.4K +1,155 +4%
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50
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