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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
AFS
1701
Aft Forsyth & Sober
Florida
$667K – – –
HAM
1702
Hedges Asset Management
Nevada
$667K – – –
CFMC
1703
Curbstone Financial Management Corp
New Hampshire
$666K -$57.6K -1,600 -7%
IWA
1704
Inspirion Wealth Advisors
Illinois
$665K -$181K -5,025 -19%
WF
1705
Wayfinding Financial
Washington
$665K +$13.4K +371 +2%
TTWM
1706
TCV Trust & Wealth Management
Virginia
$664K +$35.1K +974 +5%
NAS
1707
Nicolet Advisory Services
Wisconsin
$663K -$88.9K -2,469 -11%
AWM
1708
Accel Wealth Management
Iowa
$663K +$5.62K +156 +0.8%
JFL
1709
Jarislowsky, Fraser Ltd
Quebec, Canada
$657K -$113K -3,130 -13%
LIM
1710
Lathrop Investment Management
Arkansas
$656K – – –
RA
1711
Riversedge Advisors
Delaware
$656K +$6.7K +186 +0.9%
MSAM
1712
Moloney Securities Asset Management
Missouri
$654K +$32.7K +907 +5%
FWM
1713
Foresight Wealth Management
Utah
$654K +$64.2K +1,783 +9%
CNBTD
1714
Citizens National Bank Trust Department
Mississippi
$654K +$68.4K +1,900 +10%
JWM
1715
Jupiter Wealth Management
Colorado
$653K -$2.32M -64,372 -75%
AIA
1716
AIMZ Investment Advisors
California
$653K – – –
DA
1717
DSC Advisors
Illinois
$653K +$6.84K +190 +0.9%
BCA
1718
Bay Colony Advisors
Massachusetts
$652K -$33K -917 -5%
BFG
1719
Barber Financial Group
Kansas
$652K +$10.5K +291 +1%
LFA
1720
Legacy Financial Advisors
Kentucky
$650K -$89.5K -2,486 -11%
GAM
1721
Grandview Asset Management
Pennsylvania
$648K -$111K -3,072 -13%
CAM
1722
Cypress Asset Management
Texas
$648K +$59.4K +1,650 +9%
EFSCE
1723
Enterprise Financial Services Corp (EFSC)
Missouri
$647K +$70.5K +1,959 +10%
VA
1724
Valmark Advisers
Ohio
$646K +$346K +9,614 +86%
BAG
1725
Briggs Advisory Group
Rhode Island
$645K +$36 +1 +0%
67 68
69
70 71