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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
MFBTD
1501
MB Financial Bank - Trust Department
Illinois
$13K – – –
AP
1502
Advisors Preferred
Maryland
$12K +$11.9K +703 New
AOWM
1503
Alpha Omega Wealth Management
Virginia
$12K +$12.1K +714 New
DOA
1504
D'Orazio & Associates
Virginia
$8K – – –
JAM
1505
JCIC Asset Management
Ontario, Canada
$8K – – –
MBT
1506
Monroe Bank & Trust
Michigan
$8K – – –
PFG
1507
Piershale Financial Group
Illinois
$8K – – –
TCCM
1508
Timber Creek Capital Management
Massachusetts
$8K – – –
RCWMU
1509
Rothschild & Co Wealth Management (UK)
United Kingdom
$8K +$8.1K +479 New
PAIM
1510
Punch & Associates Investment Management
Minnesota
$6.83K +$6.87K +406 New
PRS
1511
Pinkerton Retirement Specialists
Idaho
$6K – – –
FPTW
1512
Franklin, Parlapiano, Turner & Welch
Texas
$5K – – –
LWA
1513
Lowe Wealth Advisors
Maryland
$5K – – –
CP
1514
Corbenic Partners
Pennsylvania
$5K +$5.07K +300 New
DSN
1515
D. Scott Neal
Kentucky
$5K +$5.21K +308 New
WA
1516
Winfield Associates
Ohio
$3K – – –
PHK
1517
Point72 Hong Kong
Hong Kong
$3K +$3.38K +200 New
HIM
1518
Hillsdale Investment Management
Ontario, Canada
$2K – – –
AIS
1519
Accurate Investment Solutions
Pennsylvania
$2K +$1.69K +100 New
MFT
1520
Moisand Fitzgerald Tamayo
Florida
$2K +$1.69K +100 New
CIM
1521
Contravisory Investment Management
Massachusetts
$2K +$2.08K +123 New
BAM
1522
Barrett Asset Management
New York
$2K +$2.45K +145 New
TWMP
1523
Taylor Wealth Management Partners
Massachusetts
$1K – – –
BCMIO
1524
Beacon Capital Management Inc (Ohio)
Ohio
$1K +$440 +26 +87%
SCA
1525
Stuart Chaussee & Associates
California
$1K +$1.28K +76 New
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