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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
IWC
1501
Integrated Wealth Concepts
Massachusetts
$574K -$16.2K -544 -3%
SBSB
1502
Sullivan, Bruyette, Speros & Blaney
Virginia
$570K +$65.2K +2,186 +12%
AAM
1503
Augustine Asset Management
Florida
$569K – – –
AWM
1504
AllSquare Wealth Management
New York
$569K +$5.97K +200 +1%
DCM
1505
Donaldson Capital Management
Indiana
$568K – – –
CT
1506
CPF Texas
Texas
$568K +$602K +20,166 New
JCM
1507
Jacobi Capital Management
Pennsylvania
$566K +$58.4K +1,959 +11%
ICA
1508
Infrastructure Capital Advisors
New York
$564K -$179K -6,000 -23%
ACM
1509
Alethea Capital Management
Washington
$564K – – –
VFM
1510
Viking Fund Management
North Dakota
$564K – – –
SP
1511
Sarasin & Partners
United Kingdom
$564K +$597K +20,000 New
CS
1512
Cannell & Spears
New York
$562K +$18K +604 +3%
BIAS
1513
Beacon Investment Advisory Services
New Jersey
$559K -$15.2K -509 -3%
B
1514
Bailard
California
$559K +$82.6K +2,768 +16%
WAG
1515
Winthrop Advisory Group
Massachusetts
$557K +$1.04K +35 +0.2%
SCM
1516
Southport Capital Management
Tennessee
$553K -$34.9K -1,170 -6%
SWM
1517
SVA Wealth Management
Wisconsin
$550K +$190K +6,384 +49%
CAM
1518
Close Asset Management
United Kingdom
$548K – – –
AWA
1519
ARS Wealth Advisors
Florida
$547K -$25.6K -858 -4%
FWP
1520
FAS Wealth Partners
Kansas
$543K +$10.5K +353 +2%
DAC
1521
Dividend Assets Capital
South Carolina
$540K -$22.4K -750 -4%
FMB
1522
Field & Main Bank
Kentucky
$540K -$11.9K -400 -2%
WEC
1523
Winslow Evans & Crocker
Massachusetts
$540K +$14.5K +486 +3%
FPFS
1524
First Personal Financial Services
North Carolina
$539K -$772K -25,879 -57%
TC
1525
Truvestments Capital
Florida
$535K +$566K +18,973 New
59 60
61
62 63