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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
WAG
1476
Winthrop Advisory Group
Massachusetts
$550K -$87.3K -3,506 -13%
AHB
1477
Abner Herrman & Brock
New Jersey
$549K -$13.3M -532,603 -96%
WI
1478
WrapManager Inc
California
$548K +$59.5K +2,391 +12%
SBSB
1479
Sullivan, Bruyette, Speros & Blaney
Virginia
$548K +$77.2K +3,102 +16%
FWP
1480
FAS Wealth Partners
Kansas
$545K +$9.06K +364 +2%
RMDI
1481
R.M. Davis Inc
Maine
$542K – – –
GLLW
1482
Graves Light Lenhart Wealth
Virginia
$541K +$2.71K +109 +0.5%
AC
1483
Addison Capital
Pennsylvania
$539K +$3.36K +135 +0.6%
AWA
1484
ARS Wealth Advisors
Florida
$538K -$13.7K -549 -2%
OAM
1485
Optimal Asset Management
California
$536K -$28.3K -1,138 -5%
TTWM
1486
TCV Trust & Wealth Management
Virginia
$536K -$6.22K -250 -1%
HR
1487
Hayden Royal
North Carolina
$535K -$4.21K -169 -0.8%
PBO
1488
Peoples Bank (Ohio)
Ohio
$535K +$182K +7,310 +49%
RCG
1489
Rock Creek Group
District of Columbia
$531K -$78.5K -3,152 -13%
WDA
1490
Wendell David Associates
New Hampshire
$530K -$55.6K -2,234 -9%
LCM
1491
Leisure Capital Management
California
$530K +$249K +10,000 +83%
AI
1492
Accredited Investors
Minnesota
$527K -$523 -21 -0.1%
SFWA
1493
Summit Financial Wealth Advisors
Louisiana
$526K +$3.73K +150 +0.7%
PLFAM
1494
Pineno Levin & Ford Asset Management
Virginia
$524K +$199 +8 +0%
RBFC
1495
Roman Butler Fullerton & Co
Missouri
$524K +$17.5K +703 +3%
CFMC
1496
Curbstone Financial Management Corp
New Hampshire
$523K +$3.73K +150 +0.7%
JFGIW
1497
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$522K -$127K -5,100 -19%
BCWM
1498
Bartlett & Co Wealth Management
Ohio
$520K -$48.8K -1,960 -8%
BC
1499
Bartlett & Co
Ohio
$520K -$48.8K -1,960 -8%
OPA
1500
Old Port Advisors
Maine
$520K +$20.4K +818 +4%
58 59
60
61 62