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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
1401
Smith Capital Management
Arkansas
$680K +$749K +27,599 New
BIM
1402
Baldwin Investment Management
Pennsylvania
$678K +$21.7K +800 +3%
GPA
1403
Garrison Point Advisors
California
$678K +$746K +27,508 New
SGAM
1404
Steinberg Global Asset Management
Florida
$676K -$5.83K -215 -0.8%
FI
1405
FormulaFolio Investments
Michigan
$676K – – –
BMM
1406
Buffington Mohr McNeal
Idaho
$676K +$233K +8,600 +46%
AIP
1407
Almanack Investment Partners
Pennsylvania
$672K -$5.13K -189 -0.7%
BI
1408
Bramshill Investments
Florida
$672K +$244K +8,985 +48%
IIM
1409
Intact Investment Management
Quebec, Canada
$671K -$62.4K -2,300 -8%
PFBT
1410
Parkside Financial Bank & Trust
Missouri
$670K +$20K +739 +3%
TCM
1411
Traynor Capital Management
Pennsylvania
$670K +$206K +7,575 +39%
SAM
1412
Strategy Asset Managers
California
$667K +$47.5K +1,750 +7%
WWM
1413
Willingdon Wealth Management
North Carolina
$663K +$179K +6,598 +32%
WCM
1414
Whitener Capital Management
North Carolina
$662K +$34.5K +1,272 +5%
HC
1415
HNP Capital
New York
$662K +$728K +26,847 New
RCAG
1416
Rehmann Capital Advisory Group
Michigan
$661K -$102K -3,778 -12%
BWM
1417
Bernicke Wealth Management
Wisconsin
$660K +$42K +1,548 +6%
DT
1418
Diversified Trust
Tennessee
$658K +$99.5K +3,667 +16%
LIA
1419
LBMC Investment Advisors
Tennessee
$657K +$88.3K +3,254 +14%
BIAS
1420
Beacon Investment Advisory Services
New Jersey
$651K +$155K +5,703 +28%
FCA
1421
FinTrust Capital Advisors
South Carolina
$651K +$717K +26,418 New
SMFS
1422
Squar Milner Financial Services
California
$650K +$10.6K +391 +2%
GLI
1423
Guardian Life Insurance
New York
$648K +$1.84K +68 +0.3%
CPO
1424
Cerity Partners OCIO
New York
$644K -$12.1K -447 -2%
VDI
1425
Vaughan David Investments
Illinois
$640K +$13.6K +500 +2%
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