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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
WIC
1501
Woodmont Investment Counsel
Tennessee
$629K -$11.5K -400 -2%
IRC
1502
Investors Research Corp
Georgia
$629K – – –
CMO
1503
Covenant Multifamily Offices
Texas
$629K +$57.4K +1,996 +10%
FCB
1504
First Command Bank
Texas
$624K -$4.6K -160 -0.7%
FCFS
1505
First Command Financial Services
Texas
$624K -$4.6K -160 -0.7%
PLFAM
1506
Pineno Levin & Ford Asset Management
Virginia
$624K +$345 +12 +0.1%
ACA
1507
Atlas Capital Advisors
Wyoming
$622K -$95.4K -3,319 -13%
EWM
1508
Evermay Wealth Management
Virginia
$617K -$21.7K -755 -3%
NAS
1509
Nicolet Advisory Services
Wisconsin
$617K -$1.78K -62 -0.3%
RA
1510
RFG Advisory
Alabama
$613K -$334K -11,630 -36%
HT
1511
HAP Trading
New York
$613K +$604K +20,998 New
HFS
1512
Haverford Financial Services
Pennsylvania
$610K -$233K -8,100 -28%
SIG
1513
Sargent Investment Group
Maryland
$610K -$190K -6,599 -24%
FWCM
1514
Ferguson Wellman Capital Management
Oregon
$608K -$27K -940 -4%
CIA
1515
Choate Investment Advisors
Massachusetts
$607K -$3.88K -135 -0.6%
QIM
1516
Quantitative Investment Management
Virginia
$605K -$1.15M -40,102 -66%
FWP
1517
FAS Wealth Partners
Kansas
$605K -$69.9K -2,432 -10%
PP
1518
Professional Planning
California
$605K -$9.35K -325 -2%
NCM
1519
Narwhal Capital Management
Georgia
$605K – – –
SCI
1520
Stableford Capital II
Arizona
$603K -$6.18K -215 -1%
LAIC
1521
Lederer & Associates Investment Counsel
California
$595K – – –
VWM
1522
Venturi Wealth Management
Texas
$595K +$266K +9,260 +83%
DDPIC
1523
Deroy & Devereaux Private Investment Counsel
Michigan
$591K – – –
HCM
1524
Howland Capital Management
Massachusetts
$591K +$202K +7,014 +53%
HCM
1525
Hilton Capital Management
New York
$590K +$490K +17,030 +532%
59 60
61
62 63