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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
WAM
1251
Weatherly Asset Management
California
$229K +$54 +4 +0%
ZIM
1252
Zacks Investment Management
Illinois
$229K +$229K +16,940 New
LOT
1253
Lombard Odier Transatlantic
Quebec, Canada
$227K – – –
AHC
1254
Adell Harriman & Carpenter
Texas
$227K +$5.4K +400 +2%
MWM
1255
Mission Wealth Management
California
$226K -$69.9K -5,182 -24%
MCA
1256
Mercer Capital Advisers
New Jersey
$226K +$162 +12 +0.1%
WFG
1257
Wills Financial Group
Virginia
$225K – – –
AB
1258
Atlas Brown
Kentucky
$225K +$68.8K +5,100 +44%
I2I
1259
Insight 2811 Inc
Illinois
$224K +$3.85K +285 +2%
VDI
1260
Vaughan David Investments
Illinois
$224K +$6.75K +500 +3%
BCM
1261
Becker Capital Management
Oregon
$221K -$5.94K -440 -3%
HFM
1262
Hartford Financial Management
Connecticut
$220K -$16.7K -1,237 -7%
AWM
1263
Avior Wealth Management
Nebraska
$219K +$69.9K +5,182 +47%
ESBC
1264
E.S. Barr & Co
Kentucky
$218K +$66K +4,889 +43%
CWP
1265
Capital Wealth Planning
Florida
$216K – – –
EAM
1266
Evanson Asset Management
California
$216K +$215K +15,952 New
ST
1267
Smithfield Trust
Pennsylvania
$215K +$1.08K +80 +0.5%
MIM
1268
Midwest Investment Management
Ohio
$214K – – –
VIA
1269
Vantage Investment Advisors
Pennsylvania
$212K +$114K +8,416 +116%
JC
1270
Jacobs & Co
California
$211K -$2.7K -200 -1%
SSWM
1271
Sheets Smith Wealth Management
North Carolina
$210K -$3.35K -248 -2%
AIMCA
1272
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$210K – – –
SNT
1273
Security National Trust
West Virginia
$209K +$14.8K +1,100 +8%
BHTS
1274
Bar Harbor Trust Services
Maine
$207K -$4.46M -330,235 -96%
CIC
1275
Crawford Investment Counsel
Georgia
$206K +$205K +15,204 New
49 50
51
52 53