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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
SF
1701
Summit Financial
New Jersey
$735K -$364K -12,505 -36%
CA
1702
Continuum Advisory
Idaho
$735K -$68.1K -2,339 -10%
ARC
1703
Advisor Resource Council
Texas
$734K +$296K +10,164 +87%
AFG
1704
Allegheny Financial Group
Pennsylvania
$733K +$23K +790 +4%
CS
1705
Capital Square
Tennessee
$732K +$633K +21,733 New
RIM
1706
RW Investment Management
Idaho
$729K -$42.4K -1,455 -6%
XSC
1707
X-Square Capital
Puerto Rico
$729K -$45K -1,545 -7%
BDF
1708
Black Diamond Financial
Maryland
$728K +$87 +3 +0%
SCM
1709
Steele Capital Management
Iowa
$727K +$628K +21,578 New
NHT
1710
New Hampshire Trust
New Hampshire
$725K -$51.4K -1,766 -8%
PGWM
1711
Parisi Gray Wealth Management
New Jersey
$723K -$6.46K -222 -1%
AFS
1712
Aft Forsyth & Sober
Florida
$722K – – –
ATC
1713
Adirondack Trust Company
New York
$722K +$5.39K +185 +0.9%
OWIM
1714
Old West Investment Management
California
$721K +$5.82K +200 +0.9%
SA
1715
Skyline Advisors
Washington
$721K +$623K +21,411 New
NFG
1716
Nations Financial Group
Iowa
$721K -$96K -3,298 -13%
CSA
1717
Cottage Street Advisors
Massachusetts
$720K -$26.8K -919 -4%
TTWM
1718
TCV Trust & Wealth Management
Virginia
$717K -$3.26K -112 -0.5%
JFL
1719
Jarislowsky, Fraser Ltd
Quebec, Canada
$717K +$75K +2,575 +14%
PWSG
1720
Pacific Wealth Strategies Group
California
$717K +$12.1K +417 +2%
MFG
1721
Menard Financial Group
Texas
$716K -$96.6K -3,318 -13%
BWA
1722
BlueChip Wealth Advisors
Georgia
$716K +$619K +21,273 New
JFGIW
1723
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$715K +$371K +12,744 +150%
GP
1724
Girard Partners
Pennsylvania
$715K -$304K -10,425 -33%
MSAM
1725
Moloney Securities Asset Management
Missouri
$715K -$18.1K -620 -3%
67 68
69
70 71