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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
SSWM
1501
Smith Salley Wealth Management
North Carolina
$603K -$43.9K -1,398 -6%
JFA
1502
Johanson Financial Advisors
California
$603K +$28.7K +913 +5%
CPIM
1503
Columbia Partners Investment Management
Virginia
$602K +$22.6K +718 +4%
SCM
1504
SKBA Capital Management
California
$601K -$28.3K -900 -4%
ACM
1505
Alethea Capital Management
Washington
$600K -$191K -6,075 -23%
VFM
1506
Viking Fund Management
North Dakota
$600K -$94.2K -3,000 -13%
LIA
1507
LBMC Investment Advisors
Tennessee
$600K +$24.2K +769 +4%
AWM
1508
AllSquare Wealth Management
New York
$599K -$18.2K -580 -3%
WI
1509
Wintrust Investments
Illinois
$598K -$505K -16,079 -45%
MWVC
1510
Morgens Waterfall Vintiadis & Co
New York
$597K -$23.1M -735,000 -71%
DAC
1511
Dividend Assets Capital
South Carolina
$597K -$33K -1,050 -5%
AWM
1512
Altium Wealth Management
New York
$597K +$140K +4,451 +29%
WAG
1513
Winthrop Advisory Group
Massachusetts
$595K -$9.27K -295 -1%
IC
1514
Intersect Capital
California
$593K +$77.2K +2,457 +14%
TDC
1515
Thompson Davis & Co
Virginia
$587K +$87.3K +2,778 +17%
SFWA
1516
Summit Financial Wealth Advisors
Louisiana
$583K +$11.3K +360 +2%
HFS
1517
Haverford Financial Services
Pennsylvania
$582K +$188K +6,000 +45%
TFA
1518
Toth Financial Advisory
Virginia
$579K -$42.1K -1,339 -6%
CS
1519
Cannell & Spears
New York
$579K – – –
MIH
1520
Meitav Investment House
Israel
$579K +$295K +9,380 +94%
HCMNY
1521
Howard Capital Management (New York)
New York
$573K -$94.2K -3,000 -14%
EWM
1522
Empirical Wealth Management
Washington
$571K -$81.9K -2,607 -12%
PIC
1523
Portland Investment Counsel
Ontario, Canada
$570K -$62.8K -2,000 -10%
FA
1524
FCG Advisors
New Jersey
$567K -$6.16K -196 -1%
FWP
1525
FAS Wealth Partners
Kansas
$567K -$3.39K -108 -0.6%
59 60
61
62 63