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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1301
AE Wealth Management
Kansas
$963K -$121K -4,394 -12%
RCM
1302
RB Capital Management
Nevada
$962K +$1.32K +48 +0.1%
FIB
1303
First Interstate Bank
Montana
$962K +$21.5K +780 +2%
IA
1304
IndexIQ Advisors
New York
$962K +$899K +32,597 New
SWA
1305
Sutton Wealth Advisors
Florida
$962K – – –
RCM
1306
RNC Capital Management
California
$961K +$99.2K +3,600 +12%
CAMG
1307
CWA Asset Management Group
Florida
$956K +$113K +4,084 +14%
IA
1308
IFG Advisory
Georgia
$955K +$874K +31,717 New
WP
1309
WMS Partners
Maryland
$950K -$6.97K -253 -0.8%
QPWM
1310
Quadrant Private Wealth Management
Pennsylvania
$948K +$886K +32,126 New
TL
1311
TrueWealth LLC
Georgia
$947K +$884K +32,071 New
BFA
1312
Bragg Financial Advisors
North Carolina
$946K -$80.4K -2,915 -8%
BWA
1313
BDO Wealth Advisors
Florida
$946K +$82K +2,974 +10%
HGWM
1314
Harvest Group Wealth Management
Massachusetts
$945K +$883K +32,021 New
SHA
1315
Seneca House Advisors
Virginia
$943K +$945K +34,297 New
AF
1316
Allworth Financial
California
$942K +$47K +1,704 +6%
GLI
1317
Guardian Life Insurance
New York
$939K +$261K +9,466 +42%
BCA
1318
Berman Capital Advisors
Georgia
$935K +$876K +31,778 New
MMPW
1319
Mitchell McLeod Pugh & Williams
Alabama
$933K +$62.8K +2,279 +8%
BC
1320
Burleson & Co
California
$927K +$866K +31,406 New
SIM
1321
SSI Investment Management
California
$926K -$1.19K -43 -0.1%
WCA
1322
Westover Capital Advisors
Delaware
$916K +$105K +3,806 +14%
CWM
1323
Cornerstone Wealth Management
Missouri
$916K +$187K +6,793 +29%
PFM
1324
Parsec Financial Management
North Carolina
$907K +$15.8K +575 +2%
FHC
1325
First Heartland Consultants
Missouri
$906K -$337K -12,239 -29%
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