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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
WPA
1476
West Paces Advisors
Georgia
$655K -$23K -800 -3%
JDR
1477
Jay D. Rosenbaum
$654K +$645K +22,425 New
RMDI
1478
R.M. Davis Inc
Maine
$652K -$41.7K -1,450 -6%
AFG
1479
Albion Financial Group
Utah
$650K +$58 +2 +0%
BC
1480
Bartlett & Co
Ohio
$648K +$308K +10,711 +93%
BCWM
1481
Bartlett & Co Wealth Management
Ohio
$648K +$308K +10,711 +93%
HPC
1482
Hobart Private Capital
North Carolina
$645K +$17.5K +610 +3%
AIA
1483
AIMZ Investment Advisors
California
$645K -$3.42K -119 -0.5%
MA
1484
MCF Advisors
Kentucky
$645K – – –
EWM
1485
Empirical Wealth Management
Washington
$644K -$14.3K -499 -2%
CCM
1486
Consolidated Capital Management
California
$644K -$3.08K -107 -0.5%
III
1487
Independent Investors Inc
New York
$644K – – –
WANY
1488
Wealthspire Advisors (New York)
New York
$644K +$635K +22,077 New
IP
1489
Intellectus Partners
California
$642K +$6.67K +232 +1%
CCFCSB
1490
Cape Cod Five Cents Savings Bank
Massachusetts
$641K -$55.6K -1,935 -8%
LB
1491
Legacy Bridge
Iowa
$641K – – –
LBC
1492
Lowe Brockenbrough & Co
Virginia
$640K +$35.2K +1,225 +6%
ESB
1493
Essex Savings Bank
Connecticut
$639K +$245K +8,521 +64%
AI
1494
Accredited Investors
Minnesota
$637K +$2.65K +92 +0.4%
BCA
1495
Bay Colony Advisors
Massachusetts
$637K +$37.9K +1,317 +6%
KMWM
1496
Keudell/Morrison Wealth Management
Oregon
$636K -$17.7K -616 -3%
FSCM
1497
Front Street Capital Management
Montana
$634K -$5.87K -204 -0.9%
KFGK
1498
Keystone Financial Group (Kentucky)
Kentucky
$631K -$4.72K -164 -0.8%
CAM
1499
Close Asset Management
United Kingdom
$631K – – –
IIA
1500
IPG Investment Advisors
California
$631K -$585K -20,345 -48%
58 59
60
61 62