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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
IHL
1726
Investment House LLC
California
$278K -$52.3K -1,746 -12%
AFP
1727
Ausdal Financial Partners
Iowa
$278K -$39.5K -1,319 -10%
AC
1728
AlphaCore Capital
California
$278K -$36.5K -1,217 -9%
AP
1729
Atwood & Palmer
Missouri
$278K – – –
JWCA
1730
J.W. Coons Advisors
Ohio
$277K +$395K +13,161 New
SWM
1731
Segment Wealth Management
Texas
$276K -$110K -3,670 -22%
BRC
1732
Bell Rock Capital
Delaware
$275K -$3.63K -121 -0.9%
VIP
1733
Vantage Investment Partners
Missouri
$274K +$31.8K +1,060 +9%
QCM
1734
Quantinno Capital Management
New York
$274K +$386K +12,889 New
RWM
1735
Ritholtz Wealth Management
New York
$273K +$33.8K +1,126 +10%
GWS
1736
Glassman Wealth Services
Virginia
$272K -$37.4K -1,248 -9%
MFG
1737
Merit Financial Group
Georgia
$272K -$30.2K -1,008 -7%
CIC
1738
Crawford Investment Counsel
Georgia
$271K -$84.4K -2,814 -18%
CPSAC
1739
Chas P. Smith & Associates (CPS)
Florida
$271K -$28.6K -954 -7%
AWM
1740
Aberdeen Wealth Management
Illinois
$271K +$150 +5 +0%
CPA
1741
Clear Perspective Advisors
Illinois
$270K -$92.2K -3,075 -19%
HFA
1742
Hoover Financial Advisors
Pennsylvania
$270K – – –
FWSM
1743
First Wilshire Securities Management
California
$270K +$35.8K +1,194 +10%
LAM
1744
Lingohr Asset Management
Germany
$270K +$381K +12,700 New
WA
1745
Wambolt & Associates
Colorado
$270K +$381K +12,700 New
TIA
1746
Traphagen Investment Advisors
New Jersey
$269K +$19.7K +658 +5%
NIA
1747
Northstar Investment Advisors
Colorado
$269K -$43.3K -1,444 -10%
PFA
1748
Pure Financial Advisors
California
$268K -$55.5K -1,851 -13%
FA
1749
Financial Advisors
Massachusetts
$268K -$3.15K -105 -0.8%
TA
1750
Tiedemann Advisors
New York
$268K +$379K +12,630 New
68 69
70
71 72