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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
FA
1226
Fortis Advisors
Pennsylvania
$783K +$1.1K +47 +0.1%
AIM
1227
Aspen Investment Management
Michigan
$782K – – –
BWA
1228
BDO Wealth Advisors
Florida
$782K +$751K +32,226 New
MGIA
1229
Moneta Group Investment Advisors
Missouri
$781K -$1.17K -50 -0.2%
MCM
1230
Murphy Capital Management
New Jersey
$781K +$108K +4,619 +17%
OPCM
1231
Osborne Partners Capital Management
California
$780K +$14.6K +628 +2%
CGL
1232
Clarius Group LLC
Washington
$777K +$1.21K +52 +0.2%
HMS
1233
Hanseatic Management Services
New Mexico
$771K +$65.8K +2,820 +10%
MLIC
1234
Mandatum Life Insurance Company
Finland
$770K -$682K -29,232 -48%
NB
1235
NBT Bank
New York
$767K +$22K +944 +3%
SIM
1236
SSI Investment Management
California
$766K -$8.46K -363 -1%
HWA
1237
Heritage Wealth Advisors
Virginia
$764K – – –
JIP
1238
Jaffetilchin Investment Partners
Florida
$764K +$126K +5,422 +21%
CM
1239
Churchill Management
California
$762K +$468K +20,071 +177%
HJMC
1240
Hellman Jordan Management Company
Massachusetts
$762K +$732K +31,412 New
KWM
1241
Kingsview Wealth Management
Oregon
$761K +$67.7K +2,902 +10%
RCAG
1242
Rehmann Capital Advisory Group
Michigan
$753K -$3.1K -133 -0.4%
GAG
1243
GM Advisory Group
New York
$752K +$5.83K +250 +0.8%
OIA
1244
Optimum Investment Advisors
Illinois
$746K +$85.5K +3,669 +14%
HB
1245
Homrich & Berg
Georgia
$746K +$412K +17,677 +135%
WP
1246
WMS Partners
Maryland
$740K -$304K -13,050 -30%
AC
1247
Addison Capital
Pennsylvania
$740K – – –
TSWM
1248
Triangle Securities Wealth Management
North Carolina
$738K -$78.1K -3,350 -10%
CG
1249
Colony Group
Massachusetts
$737K +$443K +18,989 +167%
AF
1250
Allworth Financial
California
$736K +$29.8K +1,278 +4%
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50
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