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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
HCM
1576
Hall Capital Management
Rhode Island
$212K +$185K +9,619 New
BHA
1577
Beech Hill Advisors
New York
$211K +$184K +9,550 New
MFBTD
1578
MB Financial Bank - Trust Department
Illinois
$210K +$168K +8,712 +1,089%
YU
1579
Yale University
Connecticut
$210K +$183K +9,500 New
AWMG
1580
Alliance Wealth Management Group
New Jersey
$209K +$182K +9,472 New
TPW
1581
Tiller Private Wealth
Pennsylvania
$208K +$181K +9,400 New
BFA
1582
Beaumont Financial Advisors
Massachusetts
$208K +$182K +9,424 New
AA
1583
Ancora Advisors
Ohio
$206K -$32.1K -1,665 -15%
CFA
1584
Cahill Financial Advisors
Minnesota
$206K +$179K +9,308 New
SLT
1585
St Louis Trust
Missouri
$206K +$180K +9,334 New
IC
1586
Inverness Counsel
New York
$205K -$504K -26,166 -75%
BCP
1587
Berkeley Capital Partners
Georgia
$205K -$322K -16,716 -64%
HAIM
1588
Hunter Associates Investment Management
Pennsylvania
$205K -$27K -1,400 -13%
MSFP
1589
Mark Sheptoff Financial Planning
Connecticut
$205K +$5.78K +300 +3%
AWA
1590
ARS Wealth Advisors
Florida
$205K +$178K +9,262 New
CPA
1591
Capital Planning Advisors
California
$205K +$179K +9,269 New
RW
1592
REDW Wealth
New Mexico
$204K +$178K +9,238 New
BCM
1593
Boltwood Capital Management
California
$204K +$178K +9,262 New
GHA
1594
GW Henssler & Associates
Georgia
$203K +$177K +9,183 New
AIP
1595
Ahrens Investment Partners
Louisiana
$202K +$176K +9,132 New
TI
1596
Truepoint Inc
Ohio
$200K +$167K +8,673 New
KT
1597
Kanaly Trust
Texas
$198K +$126K +6,532 +271%
MBT
1598
Monroe Bank & Trust
Michigan
$198K +$173K +8,973 New
TC
1599
Trust Company
Kansas
$194K – – –
IWM
1600
IHT Wealth Management
Illinois
$194K +$166K +8,625 New
62 63
64
65 66