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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
3IP
1426
3Chopt Investment Partners
Virginia
$1.02M -$680K -23,831 -40%
BFA
1427
Buttonwood Financial Advisors
Maryland
$1.02M -$1.11K -39 -0.1%
WMA
1428
Wealth Management Associates
New Jersey
$1.02M -$27K -945 -3%
SAM
1429
SignalPoint Asset Management
Missouri
$1.01M -$2.83K -99 -0.3%
WBC
1430
West Branch Capital
Massachusetts
$1.01M -$61.5K -2,154 -6%
CTA
1431
Colonial Trust Advisors
South Carolina
$1.01M -$389K -13,637 -28%
QCM
1432
Qsemble Capital Management
New York
$1.01M +$257K +9,000 +34%
OCM
1433
Orion Capital Management
California
$1.01M +$2.54K +89 +0.3%
TF
1434
TLWM Financial
Texas
$1M +$318K +11,151 +47%
GWM
1435
Geneos Wealth Management
Colorado
$1M +$20.4K +714 +2%
RBFC
1436
Roman Butler Fullerton & Co
Missouri
$999K -$187K -6,552 -17%
PPW
1437
Pasadena Private Wealth
California
$998K – – –
CWM
1438
Circle Wealth Management
New Jersey
$993K -$139K -4,871 -12%
CA
1439
Continental Advisors
Utah
$988K – – –
WDC
1440
Woodward Diversified Capital
California
$986K -$17.6K -616 -2%
VIA
1441
Vident Investment Advisory
Georgia
$986K -$2.72M -95,282 -74%
IVP
1442
Intrinsic Value Partners
Arizona
$983K -$2.85K -100 -0.3%
CPA
1443
Court Place Advisors
Maryland
$982K – – –
AIM
1444
Aspen Investment Management
Michigan
$981K +$571 +20 +0.1%
MA
1445
MCF Advisors
Kentucky
$978K +$91.4K +3,202 +10%
MPPW
1446
Mitchell & Pahl Private Wealth
Oklahoma
$976K -$33.3K -1,167 -3%
PWPS
1447
Pinnacle Wealth Planning Services
Ohio
$975K -$68.7K -2,407 -7%
SWM
1448
Sugarloaf Wealth Management
Georgia
$971K -$116K -4,065 -11%
OL
1449
Optas LLC
Texas
$963K -$25K -876 -3%
ZIG
1450
Zuckerman Investment Group
Illinois
$963K -$4.21M -147,542 -81%
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