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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
SP
1726
Successful Portfolios
Florida
$322K +$33.4K +1,340 +11%
BT
1727
Brandywine Trust
Delaware
$321K – – –
RP
1728
Rice Partnership
Hawaii
$320K -$1.67M -67,180 -83%
FFG
1729
Fortem Financial Group
California
$318K -$742K -29,787 -69%
PHS
1730
Pekin Hardy Strauss
Illinois
$318K -$62.2K -2,500 -16%
LFA
1731
Legacy Financial Advisors
Kentucky
$317K -$3.78K -152 -1%
NG
1732
Northstar Group
New York
$317K +$91.8K +3,689 +39%
FCFC
1733
First Commonwealth Financial Corp
Pennsylvania
$316K – – –
TCM
1734
Towercrest Capital Management
Pennsylvania
$316K – – –
AP
1735
Atwood & Palmer
Missouri
$315K – – –
AFA
1736
Atlanta Financial Associates
Georgia
$315K +$67.1K +2,694 +26%
SKK
1737
Shepherd Kaplan Krochuk
Massachusetts
$313K – – –
HHGA
1738
Halbert Hargrove Global Advisors
California
$313K +$2.17K +87 +0.7%
SFS
1739
Summit Financial Strategies
Ohio
$313K +$323K +12,987 New
HCM
1740
Hall Capital Management
Rhode Island
$312K +$12.4K +500 +4%
QCM
1741
Quantinno Capital Management
New York
$310K +$65.4K +2,625 +26%
NFG
1742
Nadler Financial Group
Illinois
$309K -$30.5K -1,227 -9%
FMB
1743
Field & Main Bank
Kentucky
$309K -$25.6K -1,028 -7%
AWM
1744
Aberdeen Wealth Management
Illinois
$308K -$106K -4,249 -25%
DWM
1745
Destination Wealth Management
California
$308K -$23.6K -947 -7%
LF
1746
Lantz Financial
Illinois
$308K -$16.2K -651 -5%
CPA
1747
Capital Planning Advisors
California
$307K -$528K -21,212 -62%
CCA
1748
Column Capital Advisors
Indiana
$307K -$1.07K -43 -0.3%
CMO
1749
Covenant Multifamily Offices
Texas
$306K -$629K -25,275 -67%
CFG
1750
Cooper Financial Group
California
$305K +$13K +521 +4%
68 69
70
71 72