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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
PIM
1676
Perpetual Investment Management
Australia
$903K – – –
SIG
1677
Sargent Investment Group
Maryland
$903K +$56.4K +1,250 +6%
BFA
1678
Beacon Financial Advisory
Ohio
$902K +$2.57K +57 +0.3%
CAM
1679
Covenant Asset Management
New Jersey
$898K – – –
USAA
1680
United Services Automobile Association
Texas
$894K -$101K -2,239 -9%
DL
1681
DOHJ LLC
Washington
$893K +$977K +21,653 New
BFA
1682
Benedict Financial Advisors
Georgia
$892K +$8.98K +199 +0.9%
PTP
1683
Platform Technology Partners
New York
$892K +$81.7K +1,811 +9%
CWM
1684
Cordatus Wealth Management
Pennsylvania
$890K -$95.2K -2,111 -9%
AFS
1685
Aft Forsyth & Sober
Florida
$884K – – –
HAM
1686
Hedges Asset Management
Nevada
$882K -$22.6K -500 -2%
NF
1687
NTB Financial
Colorado
$882K +$16.7K +371 +2%
WA
1688
Waddell & Associates
Tennessee
$881K +$243K +5,383 +34%
WFI
1689
West Family Investments
California
$879K -$35K -775 -4%
FPB
1690
First PREMIER Bank
South Dakota
$879K +$106K +2,350 +12%
BP
1691
BBR Partners
New York
$876K -$205K -4,552 -18%
OWIM
1692
Old West Investment Management
California
$874K -$2.26M -50,108 -70%
LIM
1693
Lathrop Investment Management
Arkansas
$869K -$15.7K -347 -2%
SFI
1694
SPC Financial Inc
Maryland
$866K -$49.5K -1,097 -5%
DWM
1695
Destination Wealth Management
California
$866K +$364K +8,077 +63%
AIA
1696
AIMZ Investment Advisors
California
$864K – – –
ATC
1697
Adirondack Trust Company
New York
$864K +$170K +3,758 +22%
RA
1698
Riversedge Advisors
Delaware
$861K +$23.1K +512 +3%
AFG
1699
Allegheny Financial Group
Pennsylvania
$858K +$3.07K +68 +0.3%
DA
1700
DSC Advisors
Illinois
$857K +$589K +13,052 +168%
66 67
68
69 70