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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
SNT
1251
Security National Trust
West Virginia
$224K +$10.2K +594 +5%
AWM
1252
Avior Wealth Management
Nebraska
$224K +$15.1K +882 +8%
SFS
1253
Summit Financial Strategies
Ohio
$223K +$213K +12,458 New
HSA
1254
HBK Sorce Advisory
Pennsylvania
$222K -$22.4K -1,310 -10%
HCM
1255
Hengehold Capital Management
Ohio
$219K -$79.9K -4,668 -28%
BFO
1256
Boston Family Office
Massachusetts
$219K -$43.1K -2,519 -17%
ESBC
1257
E.S. Barr & Co
Kentucky
$219K -$34.2K -2,000 -14%
HI
1258
Horizon Investments
North Carolina
$219K – – –
ATC
1259
Argent Trust Co
Tennessee
$218K +$209K +12,202 New
BEAM
1260
Baker Ellis Asset Management
Washington
$217K – – –
VFA
1261
Virtus Fund Advisers
Connecticut
$217K – – –
GAM
1262
Gemmer Asset Management
California
$215K +$34 +2 +0%
SCA
1263
STALEY CAPITAL ADVISERS
Pennsylvania
$214K +$205K +11,965 New
GCAC
1264
Guardian Capital Advisors (Canada)
Ontario, Canada
$213K +$198K +11,585 New
CCM
1265
CrestPoint Capital Management
Missouri
$213K +$204K +11,900 New
FC
1266
Forte Capital
New York
$212K -$22.2K -1,300 -10%
AW
1267
ACG Wealth
Georgia
$210K +$201K +11,762 New
CCMW
1268
Cypress Capital Management (Wyoming)
Wyoming
$210K +$201K +11,718 New
PAG
1269
Pinnacle Advisory Group
Maryland
$209K -$34.2K -1,998 -15%
MCC
1270
Mid Continent Capital
Illinois
$209K +$23.2K +1,356 +13%
ST
1271
Semper Trust
Pennsylvania
$209K +$200K +11,700 New
NEPPG
1272
New England Professional Planning Group
Rhode Island
$208K +$232K +13,533 New
ACM
1273
Alta Capital Management
Utah
$207K -$129K -7,548 -39%
UF
1274
Univest Financial
Pennsylvania
$207K -$5.39K -315 -3%
DAM
1275
Delta Asset Management
Tennessee
$207K +$8.56K +500 +5%
49 50
51
52 53