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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
KFA
1501
Kays Financial Advisory
Georgia
$364K +$4.85K +200 +1%
CBN
1502
Cadence Bank NA
Texas
$364K +$48.2K +1,988 +16%
NCM
1503
Nelson Capital Management
California
$364K +$87.8K +3,620 +34%
PCM
1504
Pointe Capital Management
Michigan
$363K -$107K -4,397 -23%
LPIC
1505
LeJeune Puetz Investment Counsel
Michigan
$363K – – –
AWM
1506
Altavista Wealth Management
North Carolina
$362K +$99.5K +4,099 +40%
HCC
1507
Hirtle Callaghan & Co
Pennsylvania
$362K +$291K +12,000 +524%
AIA
1508
Allegis Investment Advisors
Idaho
$361K -$129K -5,315 -27%
BSB
1509
Bangor Savings Bank
Maine
$361K -$56.8K -2,342 -14%
BWM
1510
BigSur Wealth Management
Florida
$361K – – –
PMFA
1511
Plante Moran Financial Advisors
Michigan
$361K +$71.2K +2,933 +26%
JC
1512
Jacobs & Co
California
$360K – – –
MCA
1513
Mercer Capital Advisers
New Jersey
$360K +$49 +2 +0%
NQWM
1514
Northwest Quadrant Wealth Management
Oregon
$357K -$19.5K -805 -6%
BWM
1515
Baystate Wealth Management
Massachusetts
$356K +$13.6K +560 +4%
MCP
1516
Mirador Capital Partners
California
$350K -$2.55K -105 -0.8%
NPF
1517
Norris Perne & French
Michigan
$348K – – –
CIC
1518
Crawford Investment Counsel
Georgia
$346K -$12.5K -516 -4%
HL
1519
HeadInvest LLC
Maine
$344K +$46.1K +1,900 +18%
BG
1520
Bahl & Gaynor
Ohio
$343K +$1.21K +50 +0.4%
SEC
1521
Seven Eight Capital
New York
$342K -$2.61M -107,500 -89%
AP
1522
Atwood & Palmer
Missouri
$342K – – –
LC
1523
Loews Corp
New York
$341K – – –
MSR
1524
Main Street Research
Connecticut
$339K -$11.1K -458 -3%
BT
1525
Brandywine Trust
Delaware
$338K – – –
59 60
61
62 63