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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
BFS
1651
Bickling Financial Services
Massachusetts
$767K +$174K +4,238 +30%
AAM
1652
Augustine Asset Management
Florida
$766K -$491K -11,988 -39%
LIM
1653
Leavell Investment Management
Alabama
$764K – – –
HHGA
1654
Halbert Hargrove Global Advisors
California
$764K +$46.2K +1,126 +6%
HCMG
1655
Howard Capital Management Group
California
$762K -$28.7K -700 -4%
WP
1656
WealthPLAN Partners
Nebraska
$762K +$24.4K +596 +3%
NGA
1657
Naples Global Advisors
Florida
$762K +$41K +1,000 +6%
LWA
1658
Lineweaver Wealth Advisors
Ohio
$762K +$43.9K +1,071 +6%
GF
1659
Gries Financial
Ohio
$761K -$23.3K -568 -3%
CVM
1660
Cheviot Value Management
California
$761K – – –
TIA
1661
Tiemann Investment Advisors
California
$759K -$6.11K -149 -0.8%
BCWM
1662
Bartlett & Co Wealth Management
Ohio
$756K – – –
BC
1663
Bartlett & Co
Ohio
$756K – – –
SWA
1664
SOA Wealth Advisors
New York
$755K +$246 +6 +0%
AWAP
1665
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$753K -$33.9K -827 -4%
DCM
1666
Donaldson Capital Management
Indiana
$753K +$51K +1,245 +7%
CPA
1667
Capital Planning Advisors
California
$752K -$1.07K -26 -0.1%
RCG
1668
Rock Creek Group
District of Columbia
$750K +$207K +5,040 +38%
CPC
1669
Congress Park Capital
New York
$746K – – –
DWM
1670
Destination Wealth Management
California
$746K +$143K +3,482 +24%
AFAS
1671
Acorn Financial Advisory Services
Virginia
$744K -$618K -15,085 -46%
CIR
1672
Clear Investment Research
Georgia
$742K – – –
WA
1673
WealthTrust Axiom
Pennsylvania
$740K -$24.6K -600 -3%
RA
1674
RFG Advisory
Alabama
$733K -$58K -1,415 -7%
WC
1675
Westhampton Capital
North Carolina
$732K – – –
65 66
67
68 69