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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
IP
1526
Investment Partners
Ohio
$515K +$60.6K +2,197 +14%
HHGA
1527
Halbert Hargrove Global Advisors
California
$514K -$29.7K -1,076 -6%
LCM
1528
Logan Capital Management
Pennsylvania
$513K +$827 +30 +0.2%
BWM
1529
Baystate Wealth Management
Massachusetts
$511K +$61.8K +2,241 +16%
IC
1530
Intersect Capital
California
$511K +$169K +6,147 +55%
KPCM
1531
Kings Point Capital Management
New York
$510K -$52K -1,886 -10%
CCA
1532
Clearwater Capital Advisors
Illinois
$507K +$63.4K +2,300 +15%
PFS
1533
Physicians Financial Services
North Carolina
$506K – – –
TWA
1534
TCI Wealth Advisors
Arizona
$506K +$75.1K +2,724 +19%
CA
1535
Continuum Advisory
Idaho
$504K +$68.7K +2,494 +17%
AR
1536
Advisory Research
Illinois
$503K -$9.1K -330 -2%
SIC
1537
Shoker Investment Counsel
Ohio
$502K -$8.96K -325 -2%
TDC
1538
Thompson Davis & Co
Virginia
$496K -$558K -20,260 -55%
WWM
1539
Willingdon Wealth Management
North Carolina
$496K -$17K -618 -4%
DWA
1540
Douglass Winthrop Advisors
New York
$494K -$18.6K -675 -4%
BFG
1541
Barber Financial Group
Kansas
$494K +$5.51K +200 +1%
MC
1542
Miles Capital
Iowa
$492K -$26.9K -975 -6%
DBIA
1543
Dumont & Blake Investment Advisors
New Jersey
$491K -$5.43K -197 -1%
OPWM
1544
Oak Point Wealth Management
Michigan
$491K +$459K +16,635 New
BIM
1545
Bridges Investment Management
Nebraska
$485K +$453K +16,421 New
GCA
1546
Gradient Capital Advisors
California
$483K +$451K +16,345 New
AP
1547
Atwood & Palmer
Missouri
$482K +$78.3K +2,842 +21%
TFF
1548
The Family Firm
Maryland
$482K +$211K +7,667 +89%
BA
1549
Birinyi Associates
Connecticut
$480K -$27.6K -1,000 -6%
CBN
1550
Cadence Bank NA
Texas
$479K +$50.9K +1,847 +13%
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