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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
DBIA
1451
Dumont & Blake Investment Advisors
New Jersey
$427K -$24.2K -999 -6%
KTC
1452
Kistler-Tiffany Companies
Pennsylvania
$424K +$73 +3 +0%
JFA
1453
Johanson Financial Advisors
California
$424K +$18.2K +749 +5%
DIA
1454
Denver Investment Advisors
Colorado
$421K -$48.5K -2,000 -11%
BFG
1455
Barber Financial Group
Kansas
$419K -$44.2K -1,821 -10%
AL
1456
Aspiriant LLC
California
$418K -$83.5K -3,441 -17%
AHC
1457
Adell Harriman & Carpenter
Texas
$417K -$27.9K -1,150 -7%
BO
1458
BRR OpCo
Ohio
$416K +$24 +1 +0%
MWM
1459
Mission Wealth Management
California
$410K – – –
VWM
1460
Valley Wealth Managers
New Jersey
$410K +$175K +7,194 +80%
BCM
1461
Becker Capital Management
Oregon
$409K – – –
SFG
1462
Summit Financial Group
West Virginia
$409K – – –
CGL
1463
Clarius Group LLC
Washington
$406K -$389K -16,047 -50%
PTCG
1464
Pring Turner Capital Group
California
$406K +$49 +2 +0%
JFA
1465
JNBA Financial Advisors
Minnesota
$405K – – –
OLA
1466
Oliver Luxxe Assets
New Jersey
$404K – – –
FC
1467
Ferris Capital
Massachusetts
$400K – – –
SKK
1468
Shepherd Kaplan Krochuk
Massachusetts
$396K – – –
HCM
1469
Howland Capital Management
Massachusetts
$391K +$115K +4,752 +45%
WCA
1470
Waratah Capital Advisors
Ontario, Canada
$390K -$1.21M -49,955 -76%
SGS
1471
Sterling Global Strategies
California
$390K +$7.5K +309 +2%
AIA
1472
Arbor Investment Advisors
North Carolina
$390K +$25.5K +1,050 +7%
FC
1473
Forte Capital
New York
$388K +$13.3K +550 +4%
IP
1474
Investment Partners
Ohio
$387K -$4.42K -182 -1%
SWM
1475
Segment Wealth Management
Texas
$386K -$45.5K -1,875 -11%
57 58
59
60 61