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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
FCFS
1451
First Command Financial Services
Texas
$872K -$111K -4,139 -13%
MYIA
1452
Mount Yale Investment Advisors
Colorado
$871K -$29.2K -1,091 -4%
AWM
1453
Altavista Wealth Management
North Carolina
$870K +$35.6K +1,327 +5%
AMC
1454
Asset Management Corp
Illinois
$866K -$41.4K -1,544 -6%
TAIM
1455
TD Ameritrade Investment Management
Nebraska
$863K -$163K -6,078 -18%
BCA
1456
Bay Colony Advisors
Massachusetts
$863K -$18.4K -685 -2%
WW
1457
Waterfront Wealth
Kansas
$862K +$762K +28,429 New
MCM
1458
Mitchell Capital Management
Kansas
$856K -$6.78K -253 -0.9%
AB
1459
Atlas Brown
Kentucky
$852K +$36.9K +1,377 +5%
KF
1460
Krilogy Financial
Missouri
$848K +$105K +3,933 +16%
WCM
1461
Weik Capital Management
Pennsylvania
$847K -$8.04K -300 -1%
BTWM
1462
Baker Tilly Wealth Management
Wisconsin
$847K +$749K +27,945 New
T
1463
TRUADVICE
Florida
$845K +$101K +3,771 +15%
RBFC
1464
Roman Butler Fullerton & Co
Missouri
$845K +$164K +6,120 +28%
CWP
1465
Curated Wealth Partners
California
$844K +$747K +27,862 New
PP
1466
Patron Partners
Texas
$839K +$742K +27,685 New
WSCM
1467
Wellington Shields Capital Management
New York
$838K -$13.4K -500 -2%
BTW
1468
Boston Trust Walden
Massachusetts
$838K – – –
PWMG
1469
Prestige Wealth Management Group
New Jersey
$837K +$176K +6,575 +31%
DWA
1470
Douglass Winthrop Advisors
New York
$834K -$27.7K -1,033 -4%
TB
1471
Terril Brothers
Missouri
$834K – – –
SP
1472
Sarasin & Partners
United Kingdom
$831K +$198K +7,405 +37%
CIA
1473
CSat Investment Advisory
Michigan
$830K -$679K -25,340 -48%
LA
1474
LexAurum Advisors
Kansas
$827K -$25.4K -948 -3%
FCMC
1475
Founders Capital Management (Connecticut)
Connecticut
$827K – – –
57 58
59
60 61