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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
TNB
1251
TCF National Bank
South Dakota
$926K -$1.23M -49,214 -56%
FANJ
1252
Financial Architects (New Jersey)
New Jersey
$924K -$2.49K -100 -0.3%
CFGS
1253
Concourse Financial Group Securities
Alabama
$922K +$173K +6,962 +22%
CAG
1254
Csenge Advisory Group
Florida
$921K +$35.4K +1,420 +4%
PG
1255
Pendal Group
Australia
$918K -$4.04M -162,252 -81%
PWS
1256
Peloton Wealth Strategists
Indiana
$918K -$359K -14,400 -27%
TFS
1257
Thoroughbred Financial Services
Tennessee
$916K -$318K -12,757 -25%
RWA
1258
Ropes Wealth Advisors
Massachusetts
$914K +$5.53K +222 +0.6%
TC
1259
Telemus Capital
Michigan
$912K -$59.6K -2,393 -6%
CA
1260
Claro Advisors
Massachusetts
$912K -$43.3K -1,738 -4%
EM
1261
Excalibur Management
Massachusetts
$906K -$117K -4,689 -11%
WCM
1262
Washington Capital Management
Washington
$905K +$19.2K +770 +2%
CC
1263
Cipher Capital
New York
$904K -$7.23M -290,300 -89%
NL
1264
NVWM LLC
Pennsylvania
$904K +$371K +14,887 +66%
SLA
1265
Silver Lake Advisory
Utah
$903K +$6.65K +267 +0.7%
HKAM
1266
Horizon Kinetics Asset Management
New York
$901K -$158K -6,333 -14%
LFAS
1267
Level Four Advisory Services
Texas
$900K -$297K -11,925 -24%
KPW
1268
Kore Private Wealth
New York
$894K +$24.3K +977 +3%
JWM
1269
Jeppson Wealth Management
California
$894K +$924K +37,094 New
NFG
1270
NewFocus Financial Group
Washington
$893K +$923K +37,068 New
SVWAG
1271
Sound View Wealth Advisors Group
Georgia
$892K -$18.8K -757 -2%
BC
1272
Burleson & Co
California
$891K +$39.4K +1,583 +5%
WSFS
1273
Wilmington Savings Fund Society
Delaware
$886K -$162K -6,508 -15%
EDRIA
1274
Edmonds Duncan Registered Investment Advisors
Kansas
$885K – – –
DAM
1275
Doheny Asset Management
California
$884K -$553K -22,230 -38%
49 50
51
52 53