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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
CT
1501
Clearstead Trust
Maine
$302K +$28.1K +1,185 +10%
PWSG
1502
Pacific Wealth Strategies Group
California
$302K +$73.3K +3,088 +32%
LP
1503
LGL Partners
Pennsylvania
$301K -$94.9K -4,000 -24%
DJSG
1504
D.J. St. Germain
Massachusetts
$299K -$69.2K -2,915 -19%
BFPW
1505
BOK Financial Private Wealth
Colorado
$299K – – –
SWM
1506
Segment Wealth Management
Texas
$299K +$50.1K +2,113 +20%
MBI
1507
Montrusco Bolton Investments
Quebec, Canada
$297K -$88.3K -3,720 -23%
BEAM
1508
Baker Ellis Asset Management
Washington
$297K – – –
B
1509
Bridgeworth
Alabama
$296K -$11.2K -471 -4%
LJHT
1510
Laurie J. Hall Trustee
$295K +$119K +5,000 +65%
SCM
1511
Southport Capital Management
Tennessee
$295K +$297K +12,513 New
CCM
1512
Check Capital Management
California
$294K +$28.5K +1,199 +11%
MPIA
1513
Mountain Pacific Investment Advisers
Idaho
$293K -$7.12K -300 -2%
UF
1514
Univest Financial
Pennsylvania
$291K -$23.7K -1,000 -8%
TCM
1515
Tradewinds Capital Management
Washington
$291K – – –
NFC
1516
Northeast Financial Consultants
Connecticut
$291K +$285 +12 +0.1%
KFS
1517
Kissinger Financial Services
Maryland
$291K +$44.3K +1,865 +18%
IWM
1518
IHT Wealth Management
Illinois
$291K +$93.8K +3,951 +46%
RWA
1519
Ropes Wealth Advisors
Massachusetts
$290K -$5.98K -252 -2%
WFG
1520
Wills Financial Group
Virginia
$288K – – –
AI
1521
Accredited Investors
Minnesota
$287K +$5.77K +243 +2%
LIC
1522
Lodestar Investment Counsel
Illinois
$287K +$22.1K +931 +8%
GWS
1523
Glassman Wealth Services
Virginia
$285K -$52.9K -2,228 -16%
WAM
1524
Weatherly Asset Management
California
$283K -$32.2K -1,357 -10%
SFM
1525
Signature Financial Management
Virginia
$283K +$11.9K +500 +4%
59 60
61
62 63