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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
AWP
1426
Ascent Wealth Partners
New York
$729K -$1.55K -54 -0.2%
GLLW
1427
Graves Light Lenhart Wealth
Virginia
$728K +$27.2K +947 +4%
SIM
1428
SSI Investment Management
California
$727K -$403 -14 -0.1%
PWPS
1429
Pinnacle Wealth Planning Services
Ohio
$727K +$54.7K +1,901 +8%
VWM
1430
Valley Wealth Managers
New Jersey
$725K -$235K -8,165 -25%
CAMG
1431
CWA Asset Management Group
Florida
$723K -$227K -7,889 -24%
HC
1432
HNP Capital
New York
$721K -$431 -15 -0.1%
STA
1433
Summit Trail Advisors
New York
$718K -$84.5K -2,938 -11%
WPW
1434
Waldron Private Wealth
Pennsylvania
$716K +$325K +11,293 +85%
GLI
1435
Guardian Life Insurance
New York
$715K -$42.8K -1,487 -6%
DT
1436
Diversified Trust
Tennessee
$713K -$20.8K -723 -3%
WDA
1437
Wendell David Associates
New Hampshire
$713K +$10.1K +350 +1%
LGWM
1438
Litman Gregory Wealth Management
California
$712K -$284K -9,888 -29%
MWM
1439
Mission Wealth Management
California
$712K -$3.19K -111 -0.5%
EFSCE
1440
Enterprise Financial Services Corp (EFSC)
Missouri
$706K -$489 -17 -0.1%
LIM
1441
Lathrop Investment Management
Arkansas
$702K – – –
IWA
1442
Inspirion Wealth Advisors
Illinois
$701K – – –
BIA
1443
Barry Investment Advisors
Massachusetts
$701K +$1.09K +38 +0.2%
PWSG
1444
Pacific Wealth Strategies Group
California
$701K +$207K +7,208 +43%
SFWA
1445
Summit Financial Wealth Advisors
Louisiana
$695K – – –
DCM
1446
Donaldson Capital Management
Indiana
$693K +$130K +4,504 +23%
MWP
1447
MYCIO Wealth Partners
Pennsylvania
$690K -$44K -1,531 -6%
WC
1448
Whitney & Co
New York
$688K -$71.9K -2,500 -11%
CHAM
1449
Clear Harbor Asset Management
Connecticut
$688K +$198K +6,893 +41%
LC
1450
Lindbrook Capital
California
$685K -$4.26K -148 -0.6%
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