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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
DI
1326
DFPG Investments
Utah
$1.51M +$128K +3,133 +9%
NFP
1327
Novak Financial Planning
Maryland
$1.5M -$6.97K -170 -0.5%
AL
1328
Aspiriant LLC
California
$1.5M +$50.5K +1,232 +4%
PWPS
1329
Pinnacle Wealth Planning Services
Ohio
$1.5M -$6.35K -155 -0.4%
EDRIA
1330
Edmonds Duncan Registered Investment Advisors
Kansas
$1.5M – – –
WCM
1331
Washington Capital Management
Washington
$1.49M -$56K -1,365 -4%
APG
1332
Abacus Planning Group
South Carolina
$1.49M +$205 +5 +0%
FCA
1333
FinTrust Capital Advisors
South Carolina
$1.49M +$382K +9,327 +35%
BEC
1334
Blue Edge Capital
Virginia
$1.48M – – –
EWA
1335
Exencial Wealth Advisors
Oklahoma
$1.48M -$56.2K -1,370 -4%
ZIC
1336
ZWJ Investment Counsel
Georgia
$1.48M -$3.78M -92,220 -72%
WIM
1337
Wittenberg Investment Management
Massachusetts
$1.48M – – –
SAM
1338
SignalPoint Asset Management
Missouri
$1.48M -$8.61K -210 -0.6%
PH
1339
Pinnacle Holdings
Oklahoma
$1.47M – – –
TWP
1340
Tempus Wealth Planning
California
$1.47M +$391K +9,545 +37%
BMA
1341
Brooks Moore & Associates
Tennessee
$1.46M +$24.6K +600 +2%
CFS
1342
CRA Financial Services
New Jersey
$1.46M +$14.3K +350 +1%
PCP
1343
Proficio Capital Partners
Massachusetts
$1.45M +$75.5K +1,841 +6%
SIC
1344
Samalin Investment Counsel
New York
$1.45M -$76.1K -1,857 -5%
AA
1345
Apriem Advisors
California
$1.45M -$40.2K -980 -3%
CB
1346
Community Bank
New York
$1.45M -$38.5K -940 -3%
PGWM
1347
Parisi Gray Wealth Management
New Jersey
$1.45M -$9.39K -229 -0.6%
PWMG
1348
Prestige Wealth Management Group
New Jersey
$1.45M -$25.7K -626 -2%
KA
1349
KLCM Advisors
Wisconsin
$1.45M -$12.4M -303,011 -90%
DA
1350
DCM Advisors
New York
$1.44M +$79.2K +1,931 +6%
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