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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
EF
1501
Empirical Finance
Pennsylvania
$614K +$142K +5,032 +29%
AIA
1502
AIMZ Investment Advisors
California
$613K -$28.3K -1,000 -4%
KMWM
1503
Keudell/Morrison Wealth Management
Oregon
$613K +$628K +22,205 New
NIM
1504
Nexus Investment Management
Ontario, Canada
$610K -$107K -3,800 -15%
III
1505
Independent Investors Inc
New York
$609K +$8.48K +300 +1%
AOWM
1506
Alpha Omega Wealth Management
Virginia
$607K -$28.3K -1,000 -4%
CI
1507
Capital International
California
$607K – – –
WIC
1508
Woodmont Investment Counsel
Tennessee
$606K -$53.7K -1,900 -8%
GSBTD
1509
Glenview State Bank Trust Department
Illinois
$606K – – –
LB
1510
Legacy Bridge
Iowa
$606K +$14.1K +500 +2%
FSCM
1511
Front Street Capital Management
Montana
$604K – – –
KCP
1512
KDI Capital Partners
North Carolina
$603K – – –
CCFCSB
1513
Cape Cod Five Cents Savings Bank
Massachusetts
$603K +$52.3K +1,851 +9%
KFGK
1514
Keystone Financial Group (Kentucky)
Kentucky
$601K -$52.3K -1,852 -8%
FWCM
1515
Ferguson Wellman Capital Management
Oregon
$601K -$5.82K -206 -0.9%
CFG
1516
CKW Financial Group
Hawaii
$600K – – –
IP
1517
Intellectus Partners
California
$600K +$4.97K +176 +0.8%
PP
1518
Professional Planning
California
$599K -$8.11K -287 -1%
JA
1519
JOYN Advisors
Georgia
$597K +$22.6K +800 +4%
FCB
1520
First Command Bank
Texas
$597K +$146K +5,173 +31%
FCFS
1521
First Command Financial Services
Texas
$597K +$146K +5,173 +31%
AFG
1522
Albion Financial Group
Utah
$590K – – –
PLFAM
1523
Pineno Levin & Ford Asset Management
Virginia
$589K – – –
NAS
1524
Nicolet Advisory Services
Wisconsin
$589K +$603K +21,334 New
AMCA
1525
Arthur M. Cohen & Associates
Illinois
$588K -$220K -7,780 -27%
59 60
61
62 63