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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
1676
Edge Wealth Management
New York
$888K +$115 +3 +0%
FFM
1677
Fullerton Fund Management
Singapore
$887K +$115K +2,991 +15%
MA
1678
MJP Associates
Connecticut
$885K -$26.4K -688 -3%
AWC
1679
Abundance Wealth Counselors
Pennsylvania
$884K -$40K -1,044 -4%
CCWM
1680
Cassaday & Co Wealth Management
Virginia
$879K -$27.5K -718 -3%
SIM
1681
Sentry Investment Management
Wisconsin
$878K -$543K -14,180 -39%
CIA
1682
Citadel Investment Advisory
Ohio
$878K -$23K -600 -3%
EAM
1683
Empirical Asset Management
Massachusetts
$876K +$812K +21,197 +198%
EFL
1684
ERn Financial LLC
Wisconsin
$876K +$12.9K +336 +2%
HWMO
1685
Heritage Wealth Management (Ohio)
Ohio
$875K +$830K +21,660 New
DCM
1686
Driehaus Capital Management
Illinois
$875K +$305K +7,964 +57%
ALAM
1687
Asahi Life Asset Management
Japan
$874K +$274K +7,150 +48%
CB
1688
Centennial Bank
Arkansas
$873K -$6.02K -157 -0.7%
WAM
1689
WNY Asset Management
New York
$872K -$84.9K -2,215 -9%
PTP
1690
Platform Technology Partners
New York
$871K +$840K +21,911 New
KMWM
1691
Keudell/Morrison Wealth Management
Oregon
$863K +$146K +3,800 +21%
CH
1692
Cromwell Holdings
Wyoming
$859K +$828K +21,604 New
ZB
1693
Zions Bancorporation
Utah
$858K -$1.07M -27,990 -56%
PGWM
1694
Pitti Group Wealth Management
New York
$857K +$38.9K +1,016 +4%
EB
1695
Emprise Bank
Kansas
$856K +$64.8K +1,690 +9%
BOS
1696
Bank of Stockton
California
$856K +$9.7K +253 +1%
SCM
1697
Steele Capital Management
Iowa
$856K – – –
BIM
1698
Baldwin Investment Management
Pennsylvania
$856K – – –
CSA
1699
Cottage Street Advisors
Massachusetts
$856K +$345 +9 +0%
PGWM
1700
Parisi Gray Wealth Management
New Jersey
$855K +$2.22K +58 +0.3%
66 67
68
69 70