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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
GWS
1626
Glassman Wealth Services
Virginia
$992K +$118K +2,582 +13%
QC
1627
Quent Capital
New York
$989K +$1.01M +22,224 New
HI
1628
Horizon Investments
North Carolina
$986K -$4.75M -104,249 -82%
FFA
1629
Freedman Financial Associates
Massachusetts
$985K – – –
LIM
1630
Leavell Investment Management
Alabama
$985K +$9.11K +200 +0.9%
SFI
1631
SPC Financial Inc
Maryland
$984K +$22.7K +498 +2%
WFI
1632
West Family Investments
California
$983K -$87.9K -1,930 -8%
CWM
1633
Cahaba Wealth Management
Georgia
$983K +$7.79K +171 +0.8%
CPC
1634
Cookson Peirce & Co
Pennsylvania
$980K -$80.9K -1,776 -7%
WPC
1635
Wedmont Private Capital
Pennsylvania
$979K +$915K +20,080 New
PWMG
1636
Prestige Wealth Management Group
New Jersey
$975K -$49.3K -1,083 -5%
PIM
1637
Perpetual Investment Management
Australia
$974K -$155K -3,400 -13%
HAM
1638
Hedges Asset Management
Nevada
$974K +$998K +21,900 New
DHGWA
1639
Dixon Hughes Goodman Wealth Advisors
North Carolina
$973K +$996K +21,869 New
BFA
1640
Beacon Financial Advisory
Ohio
$971K +$5.47K +120 +0.6%
CAM
1641
Covenant Asset Management
New Jersey
$969K – – –
GLLW
1642
Graves Light Lenhart Wealth
Virginia
$968K +$34.8K +763 +4%
LAM
1643
L2 Asset Management
Massachusetts
$967K +$990K +21,742 New
BWA
1644
Blodgett Wealth Advisors
California
$966K +$989K +21,720 New
MYIA
1645
Mount Yale Investment Advisors
Colorado
$963K -$74.3K -1,631 -7%
TFA
1646
Triad Financial Advisors
North Carolina
$962K +$985K +21,629 New
WA
1647
Waverly Advisors
Alabama
$960K +$30K +658 +3%
TF
1648
TLWM Financial
Texas
$960K +$37.1K +814 +4%
RM
1649
Resource Management
Louisiana
$957K +$111K +2,434 +13%
FAG
1650
Fortitude Advisory Group
Washington
$955K +$978K +21,467 New
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66
67 68