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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
JDR
1451
Jay D. Rosenbaum
$514K +$36.6K +1,221 +5%
RIM
1452
Redwood Investment Management
Arizona
$512K -$220K -7,341 -23%
GCA
1453
Gradient Capital Advisors
California
$512K +$25.5K +851 +4%
RPC
1454
Rossmore Private Capital
Connecticut
$511K +$721K +24,058 New
MYIA
1455
Mount Yale Investment Advisors
Colorado
$508K -$181K -6,030 -20%
JFA
1456
Johanson Financial Advisors
California
$507K -$5.04K -168 -0.7%
WP
1457
WealthPLAN Partners
Nebraska
$507K +$146K +4,868 +26%
BC
1458
Bartlett & Co
Ohio
$505K +$713K +23,770 New
BCWM
1459
Bartlett & Co Wealth Management
Ohio
$505K +$31.6K +1,055 +5%
WEC
1460
Winslow Evans & Crocker
Massachusetts
$504K -$17.4K -582 -2%
CC
1461
Cipher Capital
New York
$504K +$711K +23,725 New
KWA
1462
KCS Wealth Advisory
California
$503K +$508K +16,954 +252%
KTC
1463
Kistler-Tiffany Companies
Pennsylvania
$501K – – –
CMO
1464
Covenant Multifamily Offices
Texas
$500K -$60K -2,000 -8%
FA
1465
Fortis Advisors
Pennsylvania
$500K +$15.3K +512 +2%
CIC
1466
Cornercap Investment Counsel
Georgia
$499K -$714K -23,824 -50%
GPA
1467
Garrison Point Advisors
California
$499K -$63.2K -2,108 -8%
CFG
1468
CKW Financial Group
Hawaii
$499K +$32.1K +1,072 +4%
PA
1469
Probity Advisors
Texas
$498K +$434K +14,486 +162%
WAM
1470
Wakefield Asset Management
Colorado
$498K +$703K +23,448 New
AWP
1471
Ascent Wealth Partners
New York
$495K -$53.8K -1,795 -7%
OFS
1472
OneAscent Financial Services
Alabama
$494K -$14.9K -498 -2%
RMDI
1473
R.M. Davis Inc
Maine
$493K +$10.3K +344 +2%
DJSG
1474
D.J. St. Germain
Massachusetts
$492K -$43.3K -1,445 -6%
SFP
1475
Shepherd Financial Partners
Massachusetts
$489K -$1.46M -48,819 -68%
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