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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
GA
1751
Gateway Advisory
New Jersey
$292K +$10.9K +402 +4%
PWAC
1752
Private Wealth Advisors (California)
California
$291K +$321K +11,815 New
HPWM
1753
Highland Private Wealth Management
Washington
$290K +$14.3K +526 +5%
DWM
1754
Destination Wealth Management
California
$290K +$34.9K +1,288 +12%
CSPIA
1755
Cary Street Partners Investment Advisory
Virginia
$290K +$320K +11,806 New
PM
1756
Parametrica Management
Hong Kong
$288K +$317K +11,673 New
PMFA
1757
Plante Moran Financial Advisors
Michigan
$285K -$36.1K -1,331 -10%
MPIA
1758
Mountain Pacific Investment Advisers
Idaho
$282K – – –
CCM
1759
Check Capital Management
California
$281K +$18.4K +678 +6%
LPWM
1760
Lake Point Wealth Management
Texas
$281K +$309K +11,391 New
LA
1761
LVW Advisors
New York
$280K +$10.8K +398 +4%
OAM
1762
Oak Asset Management
California
$276K – – –
PCMC
1763
Paragon Capital Management (Colorado)
Colorado
$276K +$44.7K +1,649 +17%
WIP
1764
Wellesley Investment Partners
Massachusetts
$275K – – –
TCM
1765
Towercrest Capital Management
Pennsylvania
$274K – – –
B
1766
Bridgeworth
Alabama
$274K +$70.5K +2,599 +25%
F
1767
F3Logic
Minnesota
$273K +$298K +10,984 New
MCP
1768
Mirador Capital Partners
California
$272K -$63.2K -2,328 -17%
IIM
1769
Ironwood Investment Management
Massachusetts
$272K – – –
BCAM
1770
Boston Common Asset Management
Massachusetts
$271K – – –
TAM
1771
Timucuan Asset Management
Florida
$271K – – –
PCC
1772
Park Circle Company
Maryland
$271K +$271K +10,000 +1,000%
AHC
1773
Adell Harriman & Carpenter
Texas
$271K -$37.6K -1,386 -11%
MA
1774
Marshwinds Advisory
Georgia
$270K -$702K -25,877 -70%
UC
1775
Unio Capital
New Jersey
$269K -$69.2K -2,550 -19%
69 70
71
72 73