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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
TF
1701
TimeScale Financial
Massachusetts
$381K -$1.64K -58 -0.4%
FFG
1702
Frisch Financial Group
New York
$379K +$44.7K +1,583 +13%
CWM
1703
Centric Wealth Management
Illinois
$378K -$56.1K -1,984 -13%
CIM
1704
Confluence Investment Management
Missouri
$378K -$33.2K -1,173 -8%
CAM
1705
Close Asset Management
United Kingdom
$378K +$379K +13,425 +4,882%
GIA
1706
Gladstone Institutional Advisory
Florida
$377K -$140K -4,969 -27%
SWM
1707
Segment Wealth Management
Texas
$377K +$2.43K +86 +0.6%
AP
1708
Atwood & Palmer
Missouri
$375K -$42.4K -1,500 -10%
WDL
1709
Well Done LLC
Michigan
$375K – – –
AB
1710
Atlas Brown
Kentucky
$375K +$1.86K +66 +0.5%
CIC
1711
Crawford Investment Counsel
Georgia
$374K +$2.83K +100 +0.7%
TWA
1712
TCI Wealth Advisors
Arizona
$373K -$91K -3,220 -19%
BWFA
1713
Baltimore-Washington Financial Advisors
Maryland
$373K -$67.4K -2,385 -15%
AP
1714
Arlington Partners
Alabama
$373K +$326K +11,519 +571%
QCM
1715
Quantinno Capital Management
New York
$372K -$188K -6,665 -33%
DAM
1716
Delta Asset Management
Tennessee
$371K -$24.3K -860 -6%
AF
1717
Aldebaran Financial
$370K +$5.65K +200 +2%
BT
1718
Brandywine Trust
Delaware
$368K – – –
SFI
1719
SPC Financial Inc
Maryland
$367K +$67.5K +2,387 +22%
MWPCG
1720
Measured Wealth Private Client Group
New Hampshire
$367K +$75.7K +2,679 +25%
RFO
1721
RiverGlades Family Offices
Florida
$367K +$376K +13,300 New
VC
1722
Vicus Capital
Pennsylvania
$365K -$564K -19,965 -60%
HCM
1723
Howland Capital Management
Massachusetts
$364K – – –
LPIC
1724
LeJeune Puetz Investment Counsel
Michigan
$364K – – –
TFF
1725
The Family Firm
Maryland
$363K – – –
67 68
69
70 71