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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
ACA
1701
Aptus Capital Advisors
Alabama
$377K +$7.21K +250 +2%
LFA
1702
Legacy Financial Advisors
Kentucky
$377K +$16.9K +585 +5%
WPSG
1703
Wealth & Pension Services Group
Georgia
$376K -$69.6K -2,415 -16%
SWM
1704
SVA Wealth Management
Wisconsin
$375K -$200K -6,950 -35%
LA
1705
LexAurum Advisors
Kansas
$374K +$22.8K +790 +7%
BIA
1706
Biondo Investment Advisors
Pennsylvania
$371K -$105K -3,650 -22%
WPW
1707
Winthrop Partners - WNY
New York
$369K -$164K -5,675 -31%
PMFA
1708
Plante Moran Financial Advisors
Michigan
$369K +$7.7K +267 +2%
VHAM
1709
Van Hulzen Asset Management
California
$368K -$46.6K -1,617 -11%
WDL
1710
Well Done LLC
Michigan
$368K -$25.8K -896 -7%
CIM
1711
Confluence Investment Management
Missouri
$366K -$31.2K -1,083 -8%
BWFA
1712
Baltimore-Washington Financial Advisors
Maryland
$365K -$27.2K -943 -7%
FA
1713
Financial Advisors
Massachusetts
$365K – – –
WCM
1714
Weld Capital Management
New York
$365K +$4.76K +165 +1%
EC
1715
EJF Capital
Virginia
$363K +$360K +12,500 New
PSF
1716
Pacific Sun Financial
California
$363K +$360K +12,500 New
SSG
1717
Summit Securities Group
New York
$363K +$360K +12,500 New
VAG
1718
VisionPoint Advisory Group
Texas
$362K +$360K +12,487 New
DWM
1719
Destination Wealth Management
California
$361K +$2.54K +88 +0.7%
CWM
1720
Centric Wealth Management
Illinois
$360K -$36.7K -1,271 -9%
BBNA
1721
Bremer Bank National Association
Minnesota
$358K -$53.5K -1,855 -13%
SIC
1722
Sigma Investment Counselors
Michigan
$358K +$106K +3,685 +43%
SCA
1723
Sippican Capital Advisors
Massachusetts
$357K -$19.9K -690 -5%
ME
1724
McIlrath & Eck
Washington
$357K – – –
B
1725
Bridgeworth
Alabama
$356K +$1.13K +39 +0.3%
67 68
69
70 71