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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
FNBSF
1601
First National Bank Sioux Falls
South Dakota
$441K – – –
PI
1602
Parkside Investments
Illinois
$441K +$457K +15,000 New
ACP
1603
Ashfield Capital Partners
California
$439K -$22.1K -725 -5%
HT
1604
Heritage Trust
Oklahoma
$439K +$2.8K +92 +0.6%
GEM
1605
Global Endowment Management
North Carolina
$439K +$51.8K +1,700 +13%
WBG
1606
Wharton Business Group
Pennsylvania
$438K – – –
LFA
1607
Landmark Financial Advisors
Kentucky
$438K +$111K +3,649 +33%
LIC
1608
Lodestar Investment Counsel
Illinois
$434K -$16K -525 -3%
BFG
1609
Beacon Financial Group
Texas
$432K -$176K -5,764 -28%
SIC
1610
Shoker Investment Counsel
Ohio
$432K -$11.3K -372 -2%
SGS
1611
Sterling Global Strategies
California
$432K +$426 +14 +0.1%
CMANY
1612
Capital Management Associates (New York)
New York
$431K +$446K +14,629 New
AF
1613
Aldebaran Financial
$430K +$61 +2 +0%
BWA
1614
Brave Warrior Advisors
New York
$428K – – –
OIA
1615
OneDigital Investment Advisors
Kansas
$428K +$8.07K +265 +2%
HCM
1616
Howland Capital Management
Massachusetts
$428K +$52.4K +1,722 +13%
CC
1617
Chicago Capital
Illinois
$424K – – –
SMC
1618
Smith, Moore & Co
Missouri
$424K +$69.8K +2,292 +19%
CIR
1619
Clear Investment Research
Georgia
$423K -$97.9K -3,214 -18%
DAM
1620
Delta Asset Management
Tennessee
$422K -$1.83K -60 -0.4%
CII
1621
Capital International Inc
California
$422K +$436K +14,311 New
TCOO
1622
Trust Company of Oklahoma
Oklahoma
$422K -$2.28K -75 -0.5%
WKWM
1623
Walter & Keenan Wealth Management
Indiana
$419K -$60.9K -2,000 -12%
SCM
1624
SKBA Capital Management
California
$419K -$54.8K -1,800 -11%
DIS
1625
Diversified Investment Strategies
Louisiana
$419K -$18.3K -600 -4%
63 64
65
66 67