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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
CK
1451
Carnick & Kubik
Colorado
$30K +$29.7K +2,200 New
NHFG
1452
New Harbor Financial Group
Massachusetts
$29K – – –
PCTC
1453
Perkins Coie Trust Company
Washington
$29K – – –
WOC
1454
West Oak Capital
California
$28K +$6.95K +515 +33%
LWA
1455
Lenox Wealth Advisors
New York
$27K -$4.72K -350 -15%
AWMS
1456
Advocacy Wealth Management Services
Georgia
$27K – – –
BCI
1457
Brinker Capital Investments
Pennsylvania
$26K -$2.4K -178 -8%
SIM
1458
Sonora Investment Management
Arizona
$25.7K – – –
BC
1459
Barnett & Company
Tennessee
$24K +$24.3K +1,800 New
KLI
1460
Kelman-Lazarov Inc
Tennessee
$23K +$22.5K +1,665 New
RFWA
1461
RPg Family Wealth Advisory
Massachusetts
$22.3K -$2.56K -190 -10%
GBBWRPM
1462
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$20K – – –
VCM
1463
Versant Capital Management
Arizona
$20K +$4.14K +307 +25%
SA
1464
SRH Advisors
Kansas
$19K – – –
CFA
1465
Camarda Financial Advisors
Florida
$19K +$688 +51 +4%
MWM
1466
MinichMacGregor Wealth Management
New York
$19K +$2.35K +174 +14%
DPA
1467
Delphi Private Advisors
California
$18K -$2.52K -187 -12%
HDIM
1468
Hanson & Doremus Investment Management
Vermont
$18K – – –
PIM
1469
Parasol Investment Management
Illinois
$18K – – –
KKAMG
1470
Kernodle & Katon Asset Management Group
Arkansas
$17K +$742 +55 +5%
IR
1471
Invictus RG
Bermuda
$15K -$36.1K -2,677 -71%
HF
1472
Hoxton Financial
West Virginia
$15K – – –
PSC
1473
Prentiss Smith & Co
Vermont
$15K – – –
MFT
1474
Moisand Fitzgerald Tamayo
Florida
$15K +$13.5K +1,000 +1,000%
SMG
1475
Spectrum Management Group
Indiana
$14K -$9.45K -700 -41%
57 58
59
60 61