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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
MGIA
1376
Moneta Group Investment Advisors
Missouri
$803K +$94K +3,152 +12%
CL
1377
CPWM LLC
Washington
$795K -$30.3K -1,017 -3%
BA
1378
Broadview Advisors
Wisconsin
$793K -$104K -3,500 -11%
WCA
1379
Westover Capital Advisors
Delaware
$793K -$38K -1,273 -4%
ATFA
1380
All Terrain Financial Advisors
Minnesota
$787K +$161K +5,392 +24%
QCG
1381
Quadrant Capital Group
Ohio
$783K -$1.31K -44 -0.2%
RWA
1382
Ropes Wealth Advisors
Massachusetts
$782K -$14.4K -482 -2%
NAM
1383
NTV Asset Management
West Virginia
$781K – – –
GSBTD
1384
Glenview State Bank Trust Department
Illinois
$780K +$105K +3,521 +15%
DCM
1385
Dimension Capital Management
Florida
$777K +$822K +27,561 New
KA
1386
Kovack Advisors
Florida
$773K -$616K -20,654 -43%
NWS
1387
Newport Wealth Strategies
California
$773K -$257K -8,607 -24%
JIP
1388
Jaffetilchin Investment Partners
Florida
$773K -$175K -5,870 -18%
WCAMG
1389
Woodard & Company Asset Management Group
North Carolina
$773K +$36.5K +1,225 +5%
CAM
1390
Cubic Asset Management
Massachusetts
$772K +$17.5K +588 +2%
BBWA
1391
Bell & Brown Wealth Advisors
California
$771K +$65K +2,180 +9%
CWM
1392
Chesapeake Wealth Management
Virginia
$770K +$106K +3,540 +15%
SC
1393
Sawyer & Company
Massachusetts
$768K – – –
WA
1394
Wealth Architects
California
$767K +$21.7K +727 +3%
SS
1395
Simplicity Solutions
Minnesota
$764K +$358K +12,007 +80%
SMFS
1396
Squar Milner Financial Services
California
$760K +$14.6K +490 +2%
KF
1397
Krilogy Financial
Missouri
$759K +$87.4K +2,930 +12%
HGWM
1398
Harvest Group Wealth Management
Massachusetts
$758K -$177K -5,940 -18%
PFBT
1399
Parkside Financial Bank & Trust
Missouri
$754K +$29.1K +976 +4%
LW
1400
Linscomb Wealth
Texas
$739K +$10.6K +355 +1%
54 55
56
57 58