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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
KF
1601
Krilogy Financial
Missouri
$478K -$96K -3,397 -16%
AB
1602
AT Bancorp
Iowa
$478K -$46.9K -1,658 -9%
BMC
1603
Benin Management Corp
Connecticut
$477K -$14.8K -525 -3%
DWM
1604
Dorchester Wealth Management
Quebec, Canada
$476K -$22.6K -800 -4%
DE
1605
Day & Ennis
Georgia
$474K -$20.8K -737 -4%
BFG
1606
Barber Financial Group
Kansas
$473K +$10.2K +360 +2%
PWSG
1607
Pacific Wealth Strategies Group
California
$467K +$8.82K +312 +2%
CF
1608
Copperwynd Financial
Arizona
$467K +$14.9K +527 +3%
WMA
1609
Wealth Management Associates
New Jersey
$466K +$53K +1,876 +12%
FI
1610
FormulaFolio Investments
Michigan
$465K -$172K -6,087 -27%
WCM
1611
Weatherstone Capital Management
Colorado
$464K -$1M -35,403 -68%
LWM
1612
Liberty Wealth Management
California
$463K -$162K -5,749 -26%
IHL
1613
Investment House LLC
California
$463K – – –
CHAM
1614
Clear Harbor Asset Management
Connecticut
$460K – – –
WBG
1615
Wharton Business Group
Pennsylvania
$459K +$50.2K +1,775 +12%
BIA
1616
Biondo Investment Advisors
Pennsylvania
$457K -$74.6K -2,638 -14%
PPW
1617
Pasadena Private Wealth
California
$457K +$63.7K +2,254 +16%
AWM
1618
AllSquare Wealth Management
New York
$456K -$37K -1,309 -7%
BIA
1619
BHK Investment Advisors
Alabama
$456K -$28 -1 -0%
ISB
1620
Iowa State Bank
Iowa
$456K – – –
I
1621
IberiaBank
Louisiana
$456K +$1.16K +41 +0.2%
DBIA
1622
Dumont & Blake Investment Advisors
New Jersey
$455K -$4.8K -170 -1%
TIA
1623
Tiemann Investment Advisors
California
$454K – – –
SXL
1624
Summit X LLC
Missouri
$454K +$24.1K +851 +6%
SSWM
1625
Sheets Smith Wealth Management
North Carolina
$451K -$6.1K -216 -1%
63 64
65
66 67