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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
PHS
1576
Pekin Hardy Strauss
Illinois
$710K +$22.6K +700 +4%
BCM
1577
BTC Capital Management
Iowa
$704K – – –
SP
1578
Sarasin & Partners
United Kingdom
$704K – – –
VFM
1579
Viking Fund Management
North Dakota
$704K – – –
LWP
1580
Legacy Wealth Planning
Nevada
$704K +$646K +19,975 New
PIC
1581
PCJ Investment Counsel
Ontario, Canada
$704K +$646K +20,000 New
OPA
1582
Old Port Advisors
Maine
$703K +$8.76K +271 +1%
WCM
1583
Weik Capital Management
Pennsylvania
$702K -$5.66K -175 -0.9%
RA
1584
RFG Advisory
Alabama
$692K -$44.1K -1,366 -7%
BFG
1585
Barber Financial Group
Kansas
$692K – – –
UAS
1586
United Asset Strategies
New York
$692K +$14.4K +445 +2%
AIP
1587
Almanack Investment Partners
Pennsylvania
$691K -$428K -13,252 -40%
JIP
1588
JBJ Investment Partners
South Carolina
$691K – – –
CC
1589
Cedar Capital
Illinois
$690K +$20.6K +638 +3%
IIA
1590
IPG Investment Advisors
California
$690K -$66.3K -2,050 -9%
PV
1591
Private Vista
Illinois
$688K +$2.26K +70 +0.4%
LIM
1592
Leavell Investment Management
Alabama
$687K – – –
AWA
1593
ARS Wealth Advisors
Florida
$687K +$29.3K +906 +5%
TAM
1594
Townsend Asset Management
North Carolina
$685K +$628K +19,442 New
VWM
1595
Venturi Wealth Management
Texas
$684K -$32.5K -1,006 -5%
NIM
1596
Nexus Investment Management
Ontario, Canada
$683K – – –
SA
1597
Sunesis Advisors
Kansas
$683K +$6.46K +200 +1%
JSC
1598
Jackson Square Capital
California
$682K +$626K +19,369 New
HI
1599
Hudock Inc
Pennsylvania
$680K +$970 +30 +0.2%
BWM
1600
BigSur Wealth Management
Florida
$678K – – –
62 63
64
65 66