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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
RPGK
1551
Retirement Planning Group (Kansas)
Kansas
$273K -$1.35K -58 -0.5%
BCM
1552
Boltwood Capital Management
California
$273K – – –
OIA
1553
OneDigital Investment Advisors
Kansas
$273K +$262K +11,255 New
IIM
1554
Ironwood Investment Management
Massachusetts
$271K -$3.89K -167 -1%
JWA
1555
JFS Wealth Advisors
Pennsylvania
$270K -$19.7K -844 -7%
LFA
1556
Landmark Financial Advisors
Kentucky
$269K +$513 +22 +0.2%
CIM
1557
Confluence Investment Management
Missouri
$268K +$257K +11,037 New
AB
1558
Atlas Brown
Kentucky
$267K -$13.8K -592 -5%
TAM
1559
Timucuan Asset Management
Florida
$267K – – –
SFG
1560
SNS Financial Group
Minnesota
$266K -$65.7K -2,817 -20%
LA
1561
LVW Advisors
New York
$265K -$2.17K -93 -0.8%
PK
1562
Pflug Koory
Nebraska
$265K – – –
DBT
1563
Dubuque Bank & Trust
Iowa
$265K +$40.2K +1,724 +19%
CWM
1564
CMH Wealth Management
New Hampshire
$265K +$251K +10,780 New
AA
1565
Ancora Advisors
Ohio
$264K -$14.9K -640 -6%
WF
1566
WealthTrust Fairport
Ohio
$263K – – –
SFI
1567
SPC Financial Inc
Maryland
$263K +$252K +10,825 New
GAM
1568
Gemmer Asset Management
California
$260K -$56.1K -2,408 -18%
NCM
1569
Nelson Capital Management
California
$260K – – –
HCM
1570
Howland Capital Management
Massachusetts
$259K +$8.81K +378 +4%
EAM
1571
Evanson Asset Management
California
$259K +$13.6K +585 +6%
IIM
1572
Ipswich Investment Management
Massachusetts
$259K +$18.7K +800 +8%
HL
1573
HeadInvest LLC
Maine
$258K +$46.6K +2,000 +23%
JFGLC
1574
Johnson Financial Group LLC (Colorado)
Colorado
$257K +$9.28K +398 +4%
EF
1575
Empirical Finance
Pennsylvania
$256K +$245K +10,525 New
61 62
63
64 65