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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
KWM
1351
Keebeck Wealth Management
Illinois
$741K -$37.3K -1,500 -5%
UWPG
1352
Ullmann Wealth Partners Group
Florida
$741K – – –
WA
1353
Wealth Architects
California
$739K +$8.46K +340 +1%
WPW
1354
Waldron Private Wealth
Pennsylvania
$739K +$82.1K +3,299 +12%
NCM
1355
Narwhal Capital Management
Georgia
$727K -$68.5K -2,750 -8%
SWK
1356
Stephen W. Kidder
$724K – – –
HWA
1357
Hillcrest Wealth Advisors
New Jersey
$724K +$748K +30,034 New
MFS
1358
Monetta Financial Services
Illinois
$723K -$1.24M -50,000 -63%
SHWM
1359
Silicon Hills Wealth Management
Texas
$723K – – –
SCA
1360
Stonebridge Capital Advisors
Minnesota
$722K +$4.33K +174 +0.6%
OC
1361
Oakworth Capital
Alabama
$720K -$151K -6,053 -17%
MYIA
1362
Mount Yale Investment Advisors
Colorado
$719K +$31.8K +1,279 +4%
OIA
1363
Optimum Investment Advisors
Illinois
$718K -$20.2K -812 -3%
AIC
1364
Ameritas Investment Company
Nebraska
$716K – – –
AWC
1365
Abundance Wealth Counselors
Pennsylvania
$715K -$573 -23 -0.1%
CBA
1366
Coastal Bridge Advisors
Connecticut
$713K -$73.7K -2,960 -9%
SOAMC
1367
Spirit of America Management Corp
New York
$713K – – –
BP
1368
BBR Partners
New York
$712K -$44.5K -1,786 -6%
FMT
1369
First Mercantile Trust
Tennessee
$708K -$100K -4,030 -14%
PCM
1370
Peregrine Capital Management
Minnesota
$708K +$732K +29,391 New
CL
1371
CPWM LLC
Washington
$707K -$7.32K -294 -1%
BHA
1372
Beech Hill Advisors
New York
$707K +$373K +15,000 +105%
DCM
1373
Dimension Capital Management
Florida
$705K – – –
GWM
1374
Greenwich Wealth Management
Connecticut
$705K +$8.84K +355 +1%
WA
1375
Wealth Alliance
New York
$703K +$148K +5,957 +26%
53 54
55
56 57