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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
CPA
1676
Clear Perspective Advisors
Illinois
$340K +$4.13K +150 +1%
NSB
1677
Norway Savings Bank
Maine
$339K -$22.1K -800 -7%
UF
1678
Univest Financial
Pennsylvania
$339K – – –
CAM
1679
Claret Asset Management
Quebec, Canada
$339K +$317K +11,495 New
CT
1680
Clearstead Trust
Maine
$338K – – –
MHC
1681
Meyer Handelman Company
New York
$337K +$316K +11,452 New
AWMG
1682
Alliance Wealth Management Group
New Jersey
$336K -$314K -11,379 -50%
SMH
1683
Sanders Morris Harris
Texas
$336K -$233K -8,470 -43%
EWM
1684
Evermay Wealth Management
Virginia
$336K +$314K +11,384 New
BCM
1685
Boltwood Capital Management
California
$329K – – –
IIM
1686
Ironwood Investment Management
Massachusetts
$329K – – –
LFA
1687
Landmark Financial Advisors
Kentucky
$329K +$882 +32 +0.3%
BOH
1688
Bank of Hawaii
Hawaii
$328K -$515K -18,696 -63%
AIS
1689
AlphaOne Investment Services
Pennsylvania
$325K -$6.95M -252,000 -96%
TAM
1690
Timucuan Asset Management
Florida
$325K – – –
WAS
1691
WESPAC Advisors SoCal
California
$325K – – –
SFG
1692
SNS Financial Group
Minnesota
$325K +$20.8K +753 +7%
PK
1693
Pflug Koory
Nebraska
$323K – – –
RFA
1694
Reilly Financial Advisors
California
$322K +$29.4K +1,068 +11%
LA
1695
LexAurum Advisors
Kansas
$321K +$284K +10,289 New
AAM
1696
Aureus Asset Management
Massachusetts
$319K – – –
CS
1697
Comerica Securities
Michigan
$319K +$298K +10,816 New
VFP
1698
Verus Financial Partners
Virginia
$316K -$21.3K -772 -7%
HPWM
1699
Highland Private Wealth Management
Washington
$316K +$14.3K +520 +5%
CM
1700
Capital Management
Virginia
$315K +$6.15K +223 +2%
66 67
68
69 70