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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
MBI
1526
Montrusco Bolton Investments
Quebec, Canada
$297K -$8.37K -359 -3%
WFG
1527
Wills Financial Group
Virginia
$296K – – –
AI
1528
Accredited Investors
Minnesota
$295K -$560 -24 -0.2%
LCM
1529
Leisure Capital Management
California
$295K +$76.9K +3,300 +37%
ICA
1530
Infrastructure Capital Advisors
New York
$294K -$212K -9,100 -43%
MPIA
1531
Mountain Pacific Investment Advisers
Idaho
$294K -$7K -300 -2%
DCM
1532
Dynamic Capital Management
Jersey
$294K +$282K +12,100 New
DWM
1533
Doyle Wealth Management
Florida
$293K +$25.6K +1,100 +10%
MBT
1534
Monroe Bank & Trust
Michigan
$291K +$163 +7 +0.1%
DT
1535
Diversified Trust
Tennessee
$291K +$303 +13 +0.1%
WKWM
1536
Walter & Keenan Wealth Management
Indiana
$291K +$280K +12,000 New
MBTD
1537
Mechanics Bank - Trust Department
California
$290K +$29.7K +1,275 +12%
EWA
1538
EP Wealth Advisors
California
$289K +$278K +11,918 New
WAM
1539
Weatherly Asset Management
California
$288K -$3.5K -150 -1%
SCA
1540
Secor Capital Advisors
New York
$280K -$3.12M -133,801 -92%
GWS
1541
Glassman Wealth Services
Virginia
$279K -$13.3K -571 -5%
CT
1542
Clearstead Trust
Maine
$278K -$31.5K -1,350 -11%
GKWIM
1543
Gerber Kawasaki Wealth & Investment Management
California
$278K +$2.29K +98 +0.9%
PFA
1544
Pure Financial Advisors
California
$277K -$3.26K -140 -1%
RFA
1545
Reilly Financial Advisors
California
$276K +$118K +5,065 +80%
CPA
1546
Clear Perspective Advisors
Illinois
$276K +$210K +9,000 +378%
PMFA
1547
Plante Moran Financial Advisors
Michigan
$275K -$6.06K -260 -2%
AWMG
1548
Alliance Wealth Management Group
New Jersey
$275K +$44.5K +1,908 +20%
BTIS
1549
BB&T Investment Services
North Carolina
$275K +$153K +6,542 +139%
SHWM
1550
Smith & Howard Wealth Management
Georgia
$274K +$3.01K +129 +1%
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