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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1326
Circle Wealth Management
New Jersey
$949K +$36.5K +1,271 +4%
DR
1327
Davis Rea
Ontario, Canada
$946K +$140K +4,854 +18%
VF
1328
Vilas Fund
Illinois
$933K -$230K -8,000 -20%
WWM
1329
Willingdon Wealth Management
North Carolina
$933K +$8.57K +298 +0.9%
WCAMG
1330
Woodard & Company Asset Management Group
North Carolina
$931K +$918K +31,920 New
BRWM
1331
B. Riley Wealth Management
Tennessee
$929K -$87.4K -3,040 -9%
DLHL
1332
Donald L. Hagan LLC
Florida
$929K +$886K +30,805 New
NNP
1333
Nachman Norwood & Parrott
South Carolina
$927K +$2.19K +76 +0.2%
NHC
1334
Nicholas Hoffman & Company
Georgia
$925K -$52.9K -1,838 -5%
CSA
1335
Cottage Street Advisors
Massachusetts
$925K – – –
HA
1336
Hamel Associates
New Jersey
$920K – – –
BOPW
1337
Brandywine Oak Private Wealth
Pennsylvania
$915K -$108K -3,749 -11%
GSWM
1338
Golden State Wealth Management
California
$915K +$163K +5,664 +22%
MTIM
1339
Marathon Trading Investment Management
Pennsylvania
$913K -$108K -3,773 -11%
SCA
1340
Stonebridge Capital Advisors
Minnesota
$913K -$38.1K -1,325 -4%
RCAG
1341
Rehmann Capital Advisory Group
Michigan
$911K -$19.3K -672 -2%
BTW
1342
Boston Trust Walden
Massachusetts
$910K – – –
BIAS
1343
Beacon Investment Advisory Services
New Jersey
$909K +$133K +4,632 +17%
DI
1344
DFPG Investments
Utah
$908K +$27.6K +960 +3%
FSA
1345
Franklin Street Advisors
North Carolina
$908K +$71.7K +2,492 +9%
JIP
1346
Jaffetilchin Investment Partners
Florida
$905K -$291K -10,106 -25%
AIC
1347
Ayalon Insurance Company
Israel
$902K -$308K -10,700 -25%
YWP
1348
YorkBridge Wealth Partners
New York
$901K +$7.16K +249 +0.8%
KA
1349
Kovack Advisors
Florida
$900K +$187K +6,519 +27%
JCM
1350
Janney Capital Management
Pennsylvania
$900K +$306K +10,640 +53%
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