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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
KMWM
1551
Keudell/Morrison Wealth Management
Oregon
$750K -$16.3K -504 -2%
MC
1552
Machina Capital
France
$749K -$1.53M -47,416 -69%
MA
1553
MCF Advisors
Kentucky
$749K -$27.1K -839 -4%
IRC
1554
Investors Research Corp
Georgia
$748K -$9.7K -300 -1%
FNBOH
1555
First National Bank of Hutchinson
Kansas
$748K +$88K +2,723 +15%
WC
1556
Whitney & Co
New York
$747K -$840 -26 -0.1%
NAS
1557
Nicolet Advisory Services
Wisconsin
$747K +$2.1K +65 +0.3%
EWM
1558
Evermay Wealth Management
Virginia
$745K – – –
WIC
1559
Woodmont Investment Counsel
Tennessee
$741K -$17.3K -534 -2%
HFRG
1560
Houlihan Financial Resource Group
Virginia
$741K +$680K +21,026 New
HFS
1561
Haverford Financial Services
Pennsylvania
$736K – – –
FWP
1562
FAS Wealth Partners
Kansas
$732K +$1.23K +38 +0.2%
NCM
1563
Narwhal Capital Management
Georgia
$731K – – –
PAS
1564
Partnervest Advisory Services
California
$727K +$317K +9,816 +91%
RVPG
1565
Relative Value Partners Group
$726K +$74.3K +2,298 +13%
PF
1566
Phoenix Financial
Israel
$723K +$668K +20,657 New
PP
1567
Professional Planning
California
$722K -$8.14K -252 -1%
LAIC
1568
Lederer & Associates Investment Counsel
California
$718K – – –
PFS
1569
Physicians Financial Services
North Carolina
$718K +$9.7K +300 +1%
DDPIC
1570
Deroy & Devereaux Private Investment Counsel
Michigan
$714K – – –
CF
1571
Copperwynd Financial
Arizona
$714K +$14.8K +458 +2%
WA
1572
Wealth Alliance
New York
$714K +$655K +20,264 New
HCM
1573
Hilton Capital Management
New York
$713K – – –
CCM
1574
Consolidated Capital Management
California
$711K -$61.8K -1,912 -9%
CCFCSB
1575
Cape Cod Five Cents Savings Bank
Massachusetts
$711K -$57.6K -1,781 -8%
61 62
63
64 65