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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
BEAM
1676
Baker Ellis Asset Management
Washington
$371K – – –
NEPPG
1677
New England Professional Planning Group
Rhode Island
$369K -$29.1K -957 -7%
PFGIA
1678
Patriot Financial Group Insurance Agency
Massachusetts
$369K +$320K +10,516 +520%
CM
1679
Cornerstone Management
Georgia
$367K – – –
SCA
1680
Sippican Capital Advisors
Massachusetts
$365K -$57.9K -1,900 -13%
PTCG
1681
Pring Turner Capital Group
California
$365K -$42.5K -1,397 -10%
CFD
1682
Creative Financial Designs
Indiana
$365K +$17.2K +564 +5%
AHC
1683
Adell Harriman & Carpenter
Texas
$365K -$19.9K -654 -5%
AB
1684
Atlas Brown
Kentucky
$364K +$12.2K +402 +3%
SFI
1685
SPC Financial Inc
Maryland
$362K -$73.1K -2,400 -16%
CA
1686
Continuum Advisory
Idaho
$362K -$41.1K -1,350 -10%
HCA
1687
Heck Capital Advisors
Wisconsin
$362K -$21.3K -700 -5%
DAC
1688
Dividend Assets Capital
South Carolina
$361K -$210K -6,894 -36%
CAM
1689
Claret Asset Management
Quebec, Canada
$361K +$31.9K +1,047 +9%
PFA
1690
Pure Financial Advisors
California
$358K +$370K +12,137 New
HCC
1691
Hirtle Callaghan & Co
Pennsylvania
$354K – – –
MWM
1692
Merriman Wealth Management
Washington
$354K – – –
SMH
1693
Sanders Morris Harris
Texas
$354K – – –
PCM
1694
Pointe Capital Management
Michigan
$354K +$55.7K +1,829 +18%
ACA
1695
Ackerman Capital Advisors
Texas
$354K +$365K +12,000 New
TCM
1696
Tradewinds Capital Management
Washington
$353K -$7.28K -239 -2%
MIH
1697
Meitav Investment House
Israel
$351K +$128K +4,200 +56%
RFA
1698
Reilly Financial Advisors
California
$350K +$105K +3,440 +41%
SCP
1699
Syntal Capital Partners
Texas
$349K -$3.26K -107 -0.9%
SICM
1700
Sustainable Insight Capital Management
New York
$348K -$1.51M -49,476 -81%
66 67
68
69 70