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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
HCMG
1651
Howard Capital Management Group
California
$742K +$662K +19,190 New
AWAP
1652
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$739K -$34.5K -1,000 -5%
SLG
1653
Stanley-Laman Group
Pennsylvania
$739K – – –
AA
1654
Advisory Alpha
Michigan
$738K +$53.9K +1,563 +9%
HI
1655
Hudock Inc
Pennsylvania
$735K -$8.42K -244 -1%
FPB
1656
First PREMIER Bank
South Dakota
$735K -$242 -7 -0%
JFA
1657
Johanson Financial Advisors
California
$732K -$18.1K -525 -3%
FC
1658
FCA Corp
Texas
$732K – – –
EWA
1659
Encompass Wealth Advisors
Oregon
$731K +$84.2K +2,440 +16%
MP
1660
McDonald Partners
Ohio
$728K +$8.07K +234 +1%
GWM
1661
GSB Wealth Management
Connecticut
$726K +$648K +18,771 New
TPMI
1662
Tilden Park Management I
New York
$725K +$647K +18,744 New
DJSG
1663
D.J. St. Germain
Massachusetts
$722K +$6.9K +200 +1%
WP
1664
WealthPLAN Partners
Nebraska
$721K -$9.46K -274 -2%
WA
1665
WealthTrust Axiom
Pennsylvania
$718K -$16.3K -472 -2%
TIA
1666
Tiemann Investment Advisors
California
$718K +$31.5K +912 +5%
CVM
1667
Cheviot Value Management
California
$714K +$377K +10,929 +145%
BC
1668
Bartlett & Co
Ohio
$710K – – –
BCWM
1669
Bartlett & Co Wealth Management
Ohio
$710K – – –
SWA
1670
SOA Wealth Advisors
New York
$708K +$242 +7 +0%
ST
1671
Spinnaker Trust
Maine
$706K -$5.69K -165 -0.9%
CPA
1672
Capital Planning Advisors
California
$706K +$244K +7,084 +63%
CSPIA
1673
Cary Street Partners Investment Advisory
Virginia
$703K -$2.06M -59,618 -77%
XF
1674
XML Financial
Maryland
$701K +$1.38K +40 +0.2%
CMO
1675
Covenant Multifamily Offices
Texas
$701K +$169K +4,887 +37%
65 66
67
68 69