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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
AUB
1451
Atlantic Union Bankshares
Virginia
$642K +$4.3K +156 +0.7%
B
1452
Bailard
California
$641K -$42.6K -1,546 -7%
WA
1453
WealthTrust Axiom
Pennsylvania
$640K -$11K -400 -2%
UC
1454
Unio Capital
New Jersey
$640K +$597K +21,670 New
EWM
1455
Empirical Wealth Management
Washington
$639K +$130K +4,706 +28%
SSWM
1456
Smith Salley Wealth Management
North Carolina
$635K -$52.3K -1,897 -8%
AFG
1457
Albion Financial Group
Utah
$634K -$5.65K -205 -0.9%
HFM
1458
Hartford Financial Management
Connecticut
$633K +$5.98K +217 +1%
AOWM
1459
Alpha Omega Wealth Management
Virginia
$631K -$4.96K -180 -0.8%
EFSCE
1460
Enterprise Financial Services Corp (EFSC)
Missouri
$626K -$19K -688 -3%
IBOK
1461
Independence Bank of Kentucky
Kentucky
$625K +$584K +21,179 New
BTIS
1462
BB&T Investment Services
North Carolina
$623K +$110K +3,983 +23%
PIC
1463
Portland Investment Counsel
Ontario, Canada
$620K +$579K +21,000 New
PP
1464
Professional Planning
California
$619K +$578K +20,971 New
SCM
1465
SKBA Capital Management
California
$618K -$27.6K -1,000 -5%
DAC
1466
Dividend Assets Capital
South Carolina
$618K +$40K +1,450 +7%
WAG
1467
Winthrop Advisory Group
Massachusetts
$611K +$552K +20,014 New
AAM
1468
Augustine Asset Management
Florida
$611K +$571K +20,716 New
TFA
1469
Toth Financial Advisory
Virginia
$610K -$5.93K -215 -1%
HMS
1470
Hanseatic Management Services
New Mexico
$609K – – –
AWM
1471
AllSquare Wealth Management
New York
$607K +$3.94K +143 +0.7%
WP
1472
WealthPLAN Partners
Nebraska
$600K +$13.1K +475 +2%
DCM
1473
Donaldson Capital Management
Indiana
$595K -$253K -9,163 -31%
GC
1474
Gratus Capital
Georgia
$593K -$79.9K -2,898 -13%
CA
1475
Capital Advantage
California
$590K -$55.1K -1,998 -9%
57 58
59
60 61