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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
PFA
1476
Pathway Financial Advisers
Indiana
$858K +$927K +31,331 New
CWM
1477
Chesapeake Wealth Management
Virginia
$856K -$36.1K -1,220 -4%
PFP
1478
Paragon Financial Partners
California
$855K +$503 +17 +0.1%
CTA
1479
Colonial Trust Advisors
South Carolina
$853K -$117K -3,947 -11%
FAIM
1480
Financial Advocates Investment Management
Washington
$852K -$57.3K -1,936 -6%
CCG
1481
Cypress Capital Group
Florida
$850K +$96K +3,246 +12%
CA
1482
CoreCap Advisors
Michigan
$850K -$44.6K -1,506 -5%
FFA
1483
Founders Financial Alliance
North Carolina
$847K -$50.6K -1,711 -5%
MP
1484
MSD Partners
New York
$846K – – –
ICM
1485
IMS Capital Management
Oregon
$843K – – –
GP
1486
Greenline Partners
New York
$842K +$232K +7,849 +34%
KF
1487
Krilogy Financial
Missouri
$842K -$58.6K -1,980 -6%
WCM
1488
Washington Capital Management
Washington
$840K – – –
TWP
1489
Tempus Wealth Planning
California
$839K -$736K -24,872 -45%
SWK
1490
Stephen W. Kidder
$838K -$1.77K -60 -0.2%
DA
1491
Denali Advisors
California
$838K +$35.5K +1,200 +4%
RWB
1492
RMR Wealth Builders
New Jersey
$835K +$452K +15,273 +100%
FPB
1493
First PREMIER Bank
South Dakota
$831K -$14.5K -490 -2%
IAS
1494
Insigneo Advisory Services
Florida
$830K -$1.58M -53,517 -64%
SIA
1495
Sit Investment Associates
Minnesota
$827K -$1.13M -38,350 -56%
CAMV
1496
Concord Asset Management (Virginia)
Virginia
$825K +$213K +7,202 +31%
BMCM
1497
Black Maple Capital Management
Wisconsin
$824K -$29.6K -1,000 -3%
WE
1498
Wealth Effects
Massachusetts
$823K -$15.4K -520 -2%
QOP
1499
Quinn Opportunity Partners
Virginia
$821K -$8.58M -290,000 -91%
QC
1500
Quent Capital
New York
$818K +$33.3K +1,125 +4%
58 59
60
61 62