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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
HB
1251
Homrich & Berg
Georgia
$284K +$285K +16,852 New
BCM
1252
Becker Capital Management
Oregon
$283K -$5.07K -300 -2%
BRWM
1253
B. Riley Wealth Management
Tennessee
$283K +$3.65K +216 +1%
AAM
1254
Aureus Asset Management
Massachusetts
$283K +$284K +16,794 New
PIC
1255
Portland Investment Counsel
Ontario, Canada
$282K -$186K -11,000 -40%
LOT
1256
Lombard Odier Transatlantic
Quebec, Canada
$281K – – –
MCA
1257
Mercer Capital Advisers
New Jersey
$281K +$20.9K +1,237 +8%
WFG
1258
Wills Financial Group
Virginia
$280K -$18.8K -1,111 -6%
NEPWA
1259
New England Private Wealth Advisors
Massachusetts
$279K -$76.5K -4,523 -21%
AHC
1260
Adell Harriman & Carpenter
Texas
$276K -$4.23K -250 -2%
I2I
1261
Insight 2811 Inc
Illinois
$274K -$40.7K -2,408 -13%
SCA
1262
Stonebridge Capital Advisors
Minnesota
$274K +$16.9K +1,000 +7%
FFA
1263
First Foundation Advisors
California
$274K +$21.8K +1,290 +9%
BFPW
1264
BOK Financial Private Wealth
Colorado
$273K +$4.23K +250 New
VDI
1265
Vaughan David Investments
Illinois
$271K -$74K -4,377 -21%
TSW
1266
Thompson Siegel & Walmsley
Virginia
$270K +$2.84K +168 +1%
SYBT
1267
Stock Yards Bank & Trust
Kentucky
$270K +$76.8K +4,540 +40%
CWP
1268
Capital Wealth Planning
Florida
$269K – – –
MIM
1269
Midwest Investment Management
Ohio
$266K – – –
ST
1270
Smithfield Trust
Pennsylvania
$266K – – –
SSWM
1271
Sheets Smith Wealth Management
North Carolina
$265K +$879 +52 +0.3%
SGS
1272
Sterling Global Strategies
California
$265K +$11K +651 +4%
TC
1273
TradeLink Capital
Illinois
$265K +$266K +15,714 New
DE
1274
Day & Ennis
Georgia
$265K +$266K +15,729 New
SWM
1275
SVA Wealth Management
Wisconsin
$263K -$15.6K -921 -6%
49 50
51
52 53