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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
NGA
1651
Naples Global Advisors
Florida
$730K +$177K +4,923 +27%
FMB
1652
Field & Main Bank
Kentucky
$730K +$299K +8,300 +55%
GWS
1653
Glassman Wealth Services
Virginia
$729K +$11.2K +311 +1%
FFA
1654
First Foundation Advisors
California
$728K -$40.2K -1,116 -5%
NF
1655
NTB Financial
Colorado
$728K +$72K +2,000 +9%
SBL
1656
Sargent Bickham Lagudis
Colorado
$726K +$44.1K +1,225 +6%
FPB
1657
First PREMIER Bank
South Dakota
$726K +$72K +2,000 +9%
BAM
1658
Bosun Asset Management
Illinois
$724K +$257K +7,126 +44%
GLLW
1659
Graves Light Lenhart Wealth
Virginia
$723K +$324 +9 +0%
EFG
1660
Everhart Financial Group
Ohio
$723K +$20.8K +578 +3%
SIM
1661
SSI Investment Management
California
$722K -$6.48K -180 -0.8%
AI
1662
Accredited Investors
Minnesota
$722K -$2.88K -80 -0.3%
SFI
1663
SPC Financial Inc
Maryland
$717K +$72.2K +2,005 +10%
DIP
1664
DT Investment Partners
Pennsylvania
$714K – – –
XF
1665
XML Financial
Maryland
$712K -$10.1M -280,061 -92%
WA
1666
Wealth Advisors
California
$712K -$212K -5,886 -20%
AAMC
1667
Asset Allocation & Management Company
Illinois
$712K – – –
TF
1668
TLWM Financial
Texas
$708K -$2.52K -70 -0.3%
OPA
1669
Old Port Advisors
Maine
$705K -$10.8K -300 -1%
CWM
1670
Cordatus Wealth Management
Pennsylvania
$705K +$39K +1,082 +5%
CG
1671
Corundum Group
Colorado
$705K +$117K +3,262 +17%
BFA
1672
Benedict Financial Advisors
Georgia
$704K +$34.8K +966 +4%
WA
1673
Wealth Alliance
New York
$704K +$79.9K +2,219 +11%
LIA
1674
LBMC Investment Advisors
Tennessee
$703K -$107K -2,979 -12%
WSCM
1675
Wellington Shields Capital Management
New York
$703K -$11.7K -325 -1%
65 66
67
68 69