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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
VIP
1301
Vantage Investment Partners
Missouri
$162K +$169K +10,552 New
KCPG
1302
Kavar Capital Partners Group
Kansas
$161K +$385 +24 +0.2%
MCM
1303
Manchester Capital Management
Vermont
$160K -$177K -11,021 -51%
UF
1304
Univest Financial
Pennsylvania
$160K -$18.8K -1,171 -10%
TWA
1305
TCI Wealth Advisors
Arizona
$159K +$177 +11 +0.1%
SWM
1306
Segment Wealth Management
Texas
$159K +$166K +10,328 New
B
1307
Bailard
California
$157K -$69.9K -4,351 -30%
WA
1308
Wealth Architects
California
$156K -$8.69K -541 -5%
MWM
1309
Modera Wealth Management
New Jersey
$156K – – –
JIC
1310
Joel Isaacson & Co
New York
$156K +$1.74K +108 +1%
PCM
1311
Palisade Capital Management
New Jersey
$155K – – –
CM
1312
Cornerstone Management
Georgia
$154K -$3.31K -206 -2%
SCM
1313
Silver Capital Management
New York
$154K – – –
SRAM
1314
Stone Ridge Asset Management
New York
$154K – – –
MPMG
1315
Minneapolis Portfolio Management Group
Minnesota
$154K +$161K +10,000 New
JFA
1316
JNBA Financial Advisors
Minnesota
$153K -$2.44K -152 -2%
TC
1317
Trust Company
Kansas
$148K +$155K +9,642 New
AAC
1318
Asset Advisors Corp
Georgia
$140K -$20.8K -1,298 -12%
RFS
1319
Rockefeller Financial Services
New York
$140K – – –
ZB
1320
Zions Bancorporation
Utah
$139K +$144K +8,992 New
KT
1321
Kanaly Trust
Texas
$135K -$62K -3,860 -31%
WG
1322
Welch Group
Alabama
$134K -$803 -50 -0.6%
NC
1323
NewSquare Capital
Pennsylvania
$134K – – –
KTC
1324
Kistler-Tiffany Companies
Pennsylvania
$134K +$4.05K +252 +3%
AWM
1325
AllSquare Wealth Management
New York
$133K – – –
51 52
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