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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
FC
1451
Forte Capital
New York
$700K -$134K -4,750 -16%
AWP
1452
Ascent Wealth Partners
New York
$700K -$2.69K -95 -0.4%
VDI
1453
Vaughan David Investments
Illinois
$698K -$19.2K -680 -3%
SFWA
1454
Summit Financial Wealth Advisors
Louisiana
$695K -$16.8K -595 -2%
TCM
1455
Traynor Capital Management
Pennsylvania
$694K -$56.8K -2,010 -7%
OPCM
1456
Osborne Partners Capital Management
California
$693K -$182K -6,440 -20%
SIM
1457
SSI Investment Management
California
$691K -$1.67K -59 -0.2%
SWMG
1458
Strategic Wealth Management Group
Maryland
$689K +$226 +8 +0%
RVPG
1459
Relative Value Partners Group
$687K +$195K +6,888 +38%
WDA
1460
Wendell David Associates
New Hampshire
$687K +$704K +24,902 New
PPP
1461
Private Portfolio Partners
New Jersey
$675K +$2.91K +103 +0.4%
CAM
1462
ClariVest Asset Management
California
$674K +$135K +4,786 +24%
ATFA
1463
All Terrain Financial Advisors
Minnesota
$669K -$129K -4,557 -16%
MF
1464
Manchester Financial
California
$669K -$21.5K -760 -3%
AAM
1465
Augustine Asset Management
Florida
$668K – – –
NAM
1466
NTV Asset Management
West Virginia
$668K – – –
CAM
1467
Cubic Asset Management
Massachusetts
$664K -$45.8K -1,622 -6%
LIM
1468
Lathrop Investment Management
Arkansas
$664K – – –
EFSCE
1469
Enterprise Financial Services Corp (EFSC)
Missouri
$663K +$196K +6,937 +41%
IWA
1470
Inspirion Wealth Advisors
Illinois
$662K – – –
BIA
1471
Barry Investment Advisors
Massachusetts
$661K +$933 +33 +0.1%
MA
1472
MCF Advisors
Kentucky
$658K -$30K -1,061 -4%
GAM
1473
Grandview Asset Management
Pennsylvania
$657K -$6.36K -225 -0.9%
GH
1474
GAM Holding
Switzerland
$656K -$180K -6,385 -21%
MC
1475
Miles Capital
Iowa
$656K -$40.2K -1,424 -6%
57 58
59
60 61