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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
CCP
1551
Cardan Capital Partners
Colorado
$499K – – –
IHL
1552
Investment House LLC
California
$499K +$58.3K +1,953 +12%
SSWM
1553
Sheets Smith Wealth Management
North Carolina
$497K -$1.42M -47,449 -73%
CA
1554
Cornerstone Advisory
Maryland
$495K +$686 +23 +0.1%
DAS
1555
Dynamic Advisor Solutions
Arizona
$493K +$142K +4,764 +38%
ISB
1556
Iowa State Bank
Iowa
$492K -$102K -3,432 -16%
LIM
1557
Leavell Investment Management
Alabama
$492K – – –
KPCM
1558
Kings Point Capital Management
New York
$490K -$13.4K -450 -3%
AIM
1559
Advantage Investment Management
Iowa
$489K -$953K -31,929 -65%
TFA
1560
Toth Financial Advisory
Virginia
$488K -$59.6K -1,999 -10%
CGL
1561
Clarius Group LLC
Washington
$488K +$34.2K +1,147 +7%
DJSG
1562
D.J. St. Germain
Massachusetts
$488K +$36.4K +1,220 +8%
MC
1563
Menta Capital
California
$488K +$151K +5,052 +41%
SC
1564
SRB Corp
Massachusetts
$488K +$322K +10,776 +165%
MBA
1565
McQueen Ball & Associates
Pennsylvania
$484K – – –
TWA
1566
TCI Wealth Advisors
Arizona
$483K +$13.2K +444 +3%
EFSCE
1567
Enterprise Financial Services Corp (EFSC)
Missouri
$480K -$5.61K -188 -1%
EWA
1568
EP Wealth Advisors
California
$479K +$101K +3,380 +25%
OLA
1569
Oliver Luxxe Assets
New Jersey
$478K – – –
DWM
1570
Doyle Wealth Management
Florida
$476K +$67.4K +2,259 +15%
EF
1571
Empirical Finance
Pennsylvania
$475K -$161K -5,397 -24%
AIP
1572
Almanack Investment Partners
Pennsylvania
$475K +$70.3K +2,357 +16%
CPSAC
1573
Chas P. Smith & Associates (CPS)
Florida
$474K -$47.6K -1,595 -9%
FA
1574
FCG Advisors
New Jersey
$471K -$66.3K -2,223 -12%
PHAM
1575
Palisades Hudson Asset Management
Florida
$470K +$16.1K +540 +3%
61 62
63
64 65