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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
FC
1401
Ferris Capital
Massachusetts
$786K – – –
WA
1402
Wealth Architects
California
$779K +$10.5K +371 +1%
DWM
1403
Dakota Wealth Management
Florida
$776K -$205K -7,249 -20%
CAMG
1404
CWA Asset Management Group
Florida
$775K -$169K -5,995 -18%
CCM
1405
Community Capital Management
Florida
$773K – – –
SS
1406
Sunbelt Securities
Texas
$771K -$198K -6,998 -20%
BWM
1407
Bernicke Wealth Management
Wisconsin
$769K +$31.5K +1,113 +4%
CA
1408
Cornerstone Advisory
Maryland
$769K +$201K +7,110 +34%
FCA
1409
FinTrust Capital Advisors
South Carolina
$768K +$40.2K +1,423 +5%
DR
1410
Davis Rea
Ontario, Canada
$761K – – –
SCM
1411
Smith Capital Management
Arkansas
$761K – – –
CLOS
1412
Compagnie Lombard Odier SCmA
Switzerland
$760K -$412K -14,595 -35%
GPA
1413
Garrison Point Advisors
California
$759K – – –
JFA
1414
Johanson Financial Advisors
California
$759K +$166K +5,886 +27%
CMI
1415
Clare Market Investments
Texas
$757K -$202K -7,137 -21%
MHIC
1416
Marble Harbor Investment Counsel
Massachusetts
$755K -$121K -4,273 -14%
DI
1417
DFPG Investments
Utah
$753K +$8.62K +305 +1%
GSWM
1418
Golden State Wealth Management
California
$753K +$771K +27,294 New
CWP
1419
Capital Wealth Planning
Florida
$752K -$65.6K -2,320 -8%
SIG
1420
Sargent Investment Group
Maryland
$751K +$280K +9,920 +57%
KA
1421
Kovack Advisors
Florida
$749K -$18.7K -660 -2%
WC
1422
Whitney & Co
New York
$748K -$82.2K -2,910 -11%
BFA
1423
Beaumont Financial Advisors
Massachusetts
$747K +$136K +4,800 +22%
ARMC
1424
American Research & Management Company
Massachusetts
$746K +$43.5K +1,539 +6%
DAM
1425
Deltec Asset Management
New York
$745K -$226K -8,000 -23%
55 56
57
58 59