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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
ACP
1676
Aviance Capital Partners
Florida
$863K +$277K +8,076 +55%
DWA
1677
Delap Wealth Advisory
Oregon
$863K +$782K +22,769 New
GCA
1678
Gradient Capital Advisors
California
$862K -$62.2K -1,813 -7%
CIA
1679
Citadel Investment Advisory
Ohio
$859K -$36.2K -1,055 -4%
ST
1680
Sentinel Trust
Texas
$858K – – –
LSA
1681
Lansing Street Advisors
Pennsylvania
$857K +$122K +3,564 +19%
VA
1682
Valmark Advisers
Ohio
$855K +$21.2K +619 +3%
BWA
1683
Brave Warrior Advisors
New York
$854K – – –
BIAS
1684
Beacon Investment Advisory Services
New Jersey
$854K -$160K -4,671 -17%
BCM
1685
Brasada Capital Management
Texas
$853K -$343K -10,000 -31%
AOI
1686
Auto-Owners Insurance
Michigan
$848K – – –
EWM
1687
Edge Wealth Management
New York
$847K -$17.4K -508 -2%
LIA
1688
LBMC Investment Advisors
Tennessee
$844K +$2.16K +63 +0.3%
CS
1689
Capital Square
Tennessee
$843K +$17.2K +500 +2%
DFG
1690
Delta Financial Group
New Jersey
$843K -$95.3K -2,775 -11%
CB
1691
Centennial Bank
Arkansas
$839K -$171K -4,979 -18%
EA
1692
Eudaimonia Advisors
Tennessee
$838K -$14K -409 -2%
SB
1693
Strategic Blueprint
Georgia
$836K +$246K +7,173 +48%
PP
1694
PDS Planning
Ohio
$836K +$59.2K +1,724 +8%
NFG
1695
Nations Financial Group
Iowa
$836K +$22.1K +644 +3%
WPA
1696
West Paces Advisors
Georgia
$829K -$9.37K -273 -1%
MSR
1697
Main Street Research
Connecticut
$823K +$518K +15,087 +228%
EFL
1698
ERn Financial LLC
Wisconsin
$822K +$4.91K +143 +0.7%
PA
1699
PFW Advisors
Georgia
$820K -$7.93K -231 -1%
SCM
1700
Steele Capital Management
Iowa
$816K -$1.92K -56 -0.3%
66 67
68
69 70