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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
WCM
1601
Weatherstone Capital Management
Colorado
$423K +$395K +14,339 New
PWSG
1602
Pacific Wealth Strategies Group
California
$422K -$10.4K -378 -3%
KFA
1603
Kays Financial Advisory
Georgia
$422K -$2.67K -97 -0.7%
BWM
1604
BigSur Wealth Management
Florida
$421K – – –
MCA
1605
Mercer Capital Advisers
New Jersey
$420K +$55 +2 +0%
SSP
1606
Sapphire Star Partners
Washington
$420K +$141K +5,100 +56%
BEAM
1607
Baker Ellis Asset Management
Washington
$416K -$13.8K -500 -3%
JC
1608
Jacobs & Co
California
$416K -$2.76K -100 -0.7%
LJHT
1609
Laurie J. Hall Trustee
$415K +$37K +1,342 +11%
PCM
1610
Palisade Capital Management
New Jersey
$413K -$223K -8,100 -37%
CA
1611
Cornerstone Advisory
Maryland
$412K -$377K -13,694 -50%
WBG
1612
Wharton Business Group
Pennsylvania
$412K -$16K -582 -4%
RM
1613
Resource Management
Louisiana
$410K +$362K +13,136 New
HT
1614
Heritage Trust
Oklahoma
$409K +$35.4K +1,285 +10%
HCM
1615
Howland Capital Management
Massachusetts
$408K -$43.8K -1,589 -10%
MAM
1616
Martingale Asset Management
Massachusetts
$408K -$20.9K -758 -5%
JCM
1617
Jacobi Capital Management
Pennsylvania
$408K +$145K +5,261 +63%
DT
1618
Diversified Trust
Tennessee
$407K +$48.3K +1,751 +15%
DJSG
1619
D.J. St. Germain
Massachusetts
$406K -$132K -4,773 -26%
JA
1620
JOYN Advisors
Georgia
$406K +$379K +13,756 New
SBSB
1621
Sullivan, Bruyette, Speros & Blaney
Virginia
$405K -$322K -11,680 -46%
NPF
1622
Norris Perne & French
Michigan
$405K – – –
MAA
1623
Mraz Amerine & Associates
California
$404K +$38.5K +1,396 +11%
NEPPG
1624
New England Professional Planning Group
Rhode Island
$404K +$368K +13,333 New
CIC
1625
Crawford Investment Counsel
Georgia
$403K – – –
63 64
65
66 67