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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
BDF
1276
Balasa Dinverno & Foltz
$883K +$86.9K +3,492 +11%
CPO
1277
Cerity Partners OCIO
New York
$882K -$21.6K -869 -2%
SFSG
1278
Stearns Financial Services Group
North Carolina
$876K -$8.02K -322 -0.9%
SS
1279
Sunbelt Securities
Texas
$876K +$37.7K +1,514 +4%
WWM
1280
Windsor Wealth Management
Indiana
$875K -$204K -8,182 -19%
WA
1281
Wambolt & Associates
Colorado
$870K -$28.2K -1,134 -3%
BEC
1282
Blue Edge Capital
Virginia
$867K -$46.1K -1,850 -5%
OPPTF
1283
OPSEU Pension Plan Trust Fund
Ontario, Canada
$865K +$31.4K +1,261 +4%
PH
1284
Pinnacle Holdings
Oklahoma
$861K -$101K -4,055 -10%
NP
1285
NorthRock Partners
Minnesota
$859K -$33.4K -1,341 -4%
APG
1286
Abacus Planning Group
South Carolina
$851K +$25.1K +1,007 +3%
VFP
1287
Verus Financial Partners
Virginia
$851K +$652K +26,185 +286%
LSPW
1288
Lake Street Private Wealth
Illinois
$850K -$81.5K -3,275 -8%
MC
1289
Mathes Company
New York
$847K -$24.9K -1,000 -3%
RWM
1290
Ritholtz Wealth Management
New York
$846K +$70.2K +2,820 +9%
CFS
1291
CRA Financial Services
New Jersey
$844K -$151K -6,079 -15%
TI
1292
Telemetry Investments
New York
$843K -$14.5K -582 -2%
CCWA
1293
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$835K +$25.7K +1,033 +3%
KA
1294
Kovack Advisors
Florida
$834K +$8.86K +356 +1%
TAIM
1295
TD Ameritrade Investment Management
Nebraska
$833K -$178K -7,137 -17%
CB
1296
Community Bank
New York
$831K +$9.88K +397 +1%
AL
1297
Aspiriant LLC
California
$823K +$3.56K +143 +0.4%
IIA
1298
IPG Investment Advisors
California
$822K +$385K +15,475 +83%
NB
1299
NBT Bank
New York
$822K -$12.4K -500 -1%
AIM
1300
Aspen Investment Management
Michigan
$822K +$18.9K +760 +2%
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