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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
MUAMU
1601
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$861K – – –
BFS
1602
Bickling Financial Services
Massachusetts
$849K +$1.45K +42 +0.2%
CIA
1603
Citadel Investment Advisory
Ohio
$848K – – –
GCA
1604
Gradient Capital Advisors
California
$847K +$3K +87 +0.3%
AIC
1605
Ayalon Insurance Company
Israel
$847K – – –
RK
1606
Rather & Kittrell
Tennessee
$847K -$17.2K -500 -2%
VRM
1607
Vectors Research Management
New York
$846K – – –
HC
1608
HNP Capital
New York
$846K – – –
RIM
1609
RW Investment Management
Idaho
$844K +$878K +25,489 New
CG
1610
Corundum Group
Colorado
$844K +$56.9K +1,652 +7%
ALAM
1611
Asahi Life Asset Management
Japan
$842K +$224K +6,500 +34%
NLP
1612
Next Level Private
New York
$838K -$413 -12 -0%
EFG
1613
Everhart Financial Group
Ohio
$834K -$124K -3,613 -13%
SIC
1614
Sterling Investment Counsel
New York
$834K +$353K +10,238 +69%
AM
1615
AGF Management
Ontario, Canada
$833K +$866K +25,145 New
DDC
1616
DF Dent & Co
Maryland
$832K +$153K +4,428 +21%
TWA
1617
TCI Wealth Advisors
Arizona
$829K +$43.1K +1,251 +5%
PCM
1618
Patient Capital Management
Maryland
$828K – – –
RRCM
1619
Rappaport Reiches Capital Management
Illinois
$824K -$379 -11 -0%
TSWM
1620
Tyler-Stone Wealth Management
Ohio
$821K +$57.7K +1,676 +7%
VWM
1621
Venturi Wealth Management
Texas
$821K +$338K +9,814 +66%
PFA
1622
Pathway Financial Advisers
Indiana
$816K +$849K +24,648 New
III
1623
Independent Investors Inc
New York
$816K – – –
PFSC
1624
Peoples Financial Services Corp
Pennsylvania
$814K +$129K +3,744 +18%
IFPG
1625
Intrepid Financial Planning Group
Indiana
$812K – – –
63 64
65
66 67