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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
PFSC
1676
Peoples Financial Services Corp
Pennsylvania
$629K +$42.5K +1,272 +7%
ISWM
1677
Independent Solutions Wealth Management
New York
$628K +$240K +7,178 +53%
CFMC
1678
Curbstone Financial Management Corp
New Hampshire
$627K -$21.4K -640 -3%
BAG
1679
Briggs Advisory Group
Rhode Island
$626K +$67 +2 +0%
OA
1680
Oxbow Advisors
Texas
$625K – – –
DDC
1681
DF Dent & Co
Maryland
$625K +$136K +4,057 +24%
MMA
1682
Miracle Mile Advisors
California
$622K +$233K +6,958 +51%
BFA
1683
Beacon Financial Advisory
Ohio
$621K -$39.7K -1,188 -5%
TTWM
1684
TCV Trust & Wealth Management
Virginia
$621K -$25.4K -759 -4%
MSAM
1685
Moloney Securities Asset Management
Missouri
$620K -$15.8K -474 -2%
AFG
1686
Allegheny Financial Group
Pennsylvania
$616K +$1.5K +45 +0.2%
HCMG
1687
Howard Capital Management Group
California
$614K – – –
CWM
1688
C2C Wealth Management
Arizona
$612K -$6.59K -197 -1%
CAM
1689
Close Asset Management
United Kingdom
$611K – – –
TC
1690
Telemus Capital
Michigan
$610K -$184K -5,498 -21%
CFG
1691
CKW Financial Group
Hawaii
$610K -$1.5K -45 -0.2%
VCAM
1692
Van Cleef Asset Management
Ohio
$610K – – –
DBT
1693
Dubuque Bank & Trust
Iowa
$608K -$154K -4,594 -19%
FWM
1694
Finer Wealth Management
Massachusetts
$607K +$157K +4,709 +31%
EIM
1695
Essex Investment Management
Massachusetts
$607K +$672K +20,100 New
LCM
1696
Leisure Capital Management
California
$606K +$9.76K +292 +1%
KP
1697
Keel Point
Alabama
$606K +$10.6K +316 +2%
CIC
1698
Canal Insurance Company
South Carolina
$604K +$669K +20,000 New
HT
1699
HighTower Trust
Texas
$604K +$669K +20,003 New
1WA
1700
180 Wealth Advisors
Washington
$601K +$42.5K +1,270 +7%
66 67
68
69 70