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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
1551
Empirical Wealth Management
Washington
$511K -$94.8K -3,113 -15%
SC
1552
SRB Corp
Massachusetts
$511K – – –
DJSG
1553
D.J. St. Germain
Massachusetts
$511K +$365 +12 +0.1%
BCA
1554
Bay Colony Advisors
Massachusetts
$511K +$242K +7,931 +84%
TFA
1555
Toth Financial Advisory
Virginia
$510K +$61 +2 +0%
TMAM
1556
Tokio Marine Asset Management
Japan
$507K -$177K -5,817 -25%
WP
1557
WMS Partners
Maryland
$505K -$201K -6,596 -28%
MBA
1558
McQueen Ball & Associates
Pennsylvania
$505K – – –
JLBC
1559
J.L. Bainbridge & Co
Florida
$505K +$522K +17,151 New
LCM
1560
LVM Capital Management
Michigan
$504K -$39.6K -1,299 -7%
WAM
1561
Weatherly Asset Management
California
$501K +$132K +4,350 +34%
NWS
1562
Newport Wealth Strategies
California
$500K -$282K -9,254 -34%
HPC
1563
Hobart Private Capital
North Carolina
$493K +$32.7K +1,075 +7%
FA
1564
FCG Advisors
New Jersey
$492K +$335 +11 +0.1%
SSWM
1565
Sheets Smith Wealth Management
North Carolina
$491K -$29.5K -969 -5%
BFG
1566
Barber Financial Group
Kansas
$490K – – –
DBIA
1567
Dumont & Blake Investment Advisors
New Jersey
$490K – – –
AIL
1568
AGF Investments LLC
Ontario, Canada
$488K -$123K -4,031 -20%
TWA
1569
TCI Wealth Advisors
Arizona
$488K -$17.5K -574 -3%
PWSG
1570
Pacific Wealth Strategies Group
California
$486K +$34.6K +1,135 +7%
GBBWRPM
1571
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$485K +$221K +7,253 +79%
TIA
1572
Tiemann Investment Advisors
California
$484K -$132K -4,324 -21%
CF
1573
Copperwynd Financial
Arizona
$482K -$519K -17,028 -51%
OLA
1574
Oliver Luxxe Assets
New Jersey
$481K – – –
BIA
1575
BHK Investment Advisors
Alabama
$481K +$128K +4,211 +35%
61 62
63
64 65