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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
PG
1301
Proffitt & Goodson
Tennessee
$1.02M -$6.36K -225 -0.6%
DLG
1302
Daniel L. Goodwin
$1.02M – – –
BC
1303
Burleson & Co
California
$1.01M -$8.03K -284 -0.9%
NCM
1304
Novare Capital Management
North Carolina
$1.01M +$127K +4,481 +14%
AL
1305
Aspiriant LLC
California
$1.01M -$32.6K -1,153 -3%
ECM
1306
Evergreen Capital Management
Washington
$1.01M +$50.6K +1,790 +5%
CWM
1307
Connecticut Wealth Management
Connecticut
$1M +$254 +9 +0%
MSFP
1308
Mark Sheptoff Financial Planning
Connecticut
$998K -$328K -11,613 -24%
LDB
1309
Lee, Danner & Bass
Tennessee
$998K -$30K -1,063 -3%
PT
1310
Plimoth Trust
Massachusetts
$998K +$54.3K +1,923 +6%
SGAM
1311
Steinberg Global Asset Management
Florida
$997K +$246K +8,710 +32%
BEC
1312
Blue Edge Capital
Virginia
$993K +$1.02M +36,000 New
AIM
1313
Aspen Investment Management
Michigan
$992K – – –
BAC
1314
Boys Arnold & Co
North Carolina
$986K +$87.7K +3,102 +10%
BBWA
1315
Bell & Brown Wealth Advisors
California
$986K +$107K +3,780 +12%
RIA
1316
Realta Investment Advisors
Delaware
$986K +$1M +35,543 New
PCM
1317
Palisade Capital Management
New Jersey
$979K +$14.1K +500 +1%
APG
1318
Abacus Planning Group
South Carolina
$969K -$339 -12 -0%
GJIC
1319
Gamble Jones Investment Counsel
California
$966K -$14.1K -500 -1%
GVAG
1320
Great Valley Advisor Group
Delaware
$965K -$5.62K -199 -0.6%
AFNAS
1321
American Financial Network Advisory Services
California
$965K +$222K +7,859 +28%
SAM
1322
Sawgrass Asset Management
Florida
$964K +$35.8K +1,265 +4%
KC
1323
Kingfisher Capital
North Carolina
$960K -$54.6K -1,933 -5%
NFG
1324
Next Financial Group
Texas
$959K -$284K -10,057 -22%
NFH
1325
NEXT Financial Holdings
Texas
$959K +$982K +34,755 New
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