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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
CFA
1751
Cahill Financial Advisors
Minnesota
$275K – – –
RW
1752
REDW Wealth
New Mexico
$275K +$1.38K +50 +0.5%
HCM
1753
Hall Capital Management
Rhode Island
$273K +$551 +20 +0.2%
SCA
1754
STALEY CAPITAL ADVISERS
Pennsylvania
$272K -$13.8K -500 -5%
FTC
1755
Farmers Trust Company
Ohio
$272K +$27.6K +1,000 +12%
PFSC
1756
Peoples Financial Services Corp
Pennsylvania
$270K +$5.51K +200 +2%
SMC
1757
Smith, Moore & Co
Missouri
$269K -$4.77K -173 -2%
ACP
1758
Aveo Capital Partners
Colorado
$269K -$28 -1 -0%
BIG
1759
Bellwether Investment Group
Tennessee
$269K +$252K +9,129 New
EAM
1760
Evanson Asset Management
California
$268K -$48.2K -1,749 -16%
BCM
1761
Breiter Capital Management
Florida
$268K +$251K +9,094 New
MFW
1762
Mosaic Family Wealth
Missouri
$267K -$321K -11,634 -56%
SFG
1763
StrategIQ Financial Group
Indiana
$267K +$19.4K +704 +8%
CC
1764
Claybrook Capital
Massachusetts
$266K +$248K +9,000 New
SWMG
1765
Sanchez Wealth Management Group
Florida
$264K +$242K +8,763 New
SYBT
1766
Stock Yards Bank & Trust
Kentucky
$262K +$10.1K +365 +4%
AC
1767
Allstate Corporation
Illinois
$260K -$1.19K -43 -0.5%
VST
1768
Van Strum & Towne
California
$260K – – –
RPGK
1769
Retirement Planning Group (Kansas)
Kansas
$259K – – –
ESBC
1770
E.S. Barr & Co
Kentucky
$258K -$26.2K -950 -10%
PFGIA
1771
Patriot Financial Group Insurance Agency
Massachusetts
$258K +$16.4K +595 +7%
BMM
1772
Buffington Mohr McNeal
Idaho
$255K +$22.1K +800 +10%
SCG
1773
Sonata Capital Group
Washington
$254K – – –
AGM
1774
Alpine Global Management
New York
$251K -$80.6K -2,923 -26%
NG
1775
Northstar Group
New York
$250K -$126K -4,558 -35%
69 70
71
72 73