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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
PIA
1601
Peachtree Investment Advisors
Georgia
$410K +$452K +16,655 New
SSWM
1602
Sheets Smith Wealth Management
North Carolina
$408K -$2.44K -90 -0.5%
ISB
1603
Iowa State Bank
Iowa
$407K -$25.3K -934 -5%
GBBWRPM
1604
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$407K +$1.6K +59 +0.4%
BIA
1605
BHK Investment Advisors
Alabama
$407K +$5.48K +202 +1%
FBFS
1606
First Business Financial Services
Wisconsin
$407K +$448K +16,500 New
I
1607
IberiaBank
Louisiana
$406K -$105K -3,869 -19%
HFA
1608
Hoover Financial Advisors
Pennsylvania
$406K +$447K +16,469 New
FCB
1609
First Command Bank
Texas
$405K -$477K -17,591 -52%
FCFS
1610
First Command Financial Services
Texas
$405K -$477K -17,591 -52%
CC
1611
Cedar Capital
Illinois
$405K -$47.4K -1,747 -10%
TIA
1612
Tiemann Investment Advisors
California
$405K +$109 +4 +0%
CF
1613
Copperwynd Financial
Arizona
$404K +$705 +26 +0.2%
BFO
1614
Biltmore Family Office
North Carolina
$402K +$10.2K +375 +2%
BS
1615
Bessemer Securities
New York
$402K +$442K +16,300 New
HHGA
1616
Halbert Hargrove Global Advisors
California
$401K +$6.16K +227 +1%
BCA
1617
Bay Colony Advisors
Massachusetts
$399K -$31.5K -1,162 -7%
LJHT
1618
Laurie J. Hall Trustee
$398K – – –
NWS
1619
Newport Wealth Strategies
California
$397K -$70.2K -2,588 -14%
KTC
1620
Kistler-Tiffany Companies
Pennsylvania
$397K -$46.5K -1,713 -10%
PHAM
1621
Palisades Hudson Asset Management
Florida
$397K – – –
JLBC
1622
J.L. Bainbridge & Co
Florida
$395K -$30.6K -1,129 -7%
SFG
1623
SNS Financial Group
Minnesota
$395K +$145K +5,329 +50%
BWM
1624
BT Wealth Management
Georgia
$395K +$377K +13,908 New
MSU
1625
Mizuho Securities USA
New York
$394K +$434K +16,000 New
63 64
65
66 67