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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
GWS
1751
Glassman Wealth Services
Virginia
$319K +$13.9K +590 +5%
KCPG
1752
Kavar Capital Partners Group
Kansas
$318K +$24 +1 +0%
BIA
1753
BHK Investment Advisors
Alabama
$317K -$92.1K -3,900 -23%
BT
1754
Brandywine Trust
Delaware
$316K – – –
FIA
1755
Foundations Investment Advisors
Arizona
$316K +$12.8K +540 +4%
LFA
1756
Legacy Financial Advisors
Kentucky
$316K +$17.8K +752 +6%
WAP
1757
Wealthcare Advisory Partners
Pennsylvania
$316K +$40.2K +1,700 +15%
OMC
1758
Old Mission Capital
Illinois
$315K +$313K +13,255 New
KPCM
1759
Kings Point Capital Management
New York
$313K -$84.1K -3,560 -21%
GCAC
1760
Guardian Capital Advisors (Canada)
Ontario, Canada
$313K +$160K +6,782 +62%
TCM
1761
Towercrest Capital Management
Pennsylvania
$312K -$59.1K -2,500 -16%
FCFC
1762
First Commonwealth Financial Corp
Pennsylvania
$312K +$11.5K +488 +4%
BBL
1763
Beck Bode LLC
Massachusetts
$311K -$2.29K -97 -0.7%
AP
1764
Atwood & Palmer
Missouri
$311K – – –
TAM
1765
Tradition Asset Management
Virginia
$311K +$310K +13,123 New
BWM
1766
BigSur Wealth Management
Florida
$309K -$118K -5,000 -28%
SKK
1767
Shepherd Kaplan Krochuk
Massachusetts
$309K +$23.6K +1,000 +8%
HHGA
1768
Halbert Hargrove Global Advisors
California
$307K -$34.3K -1,451 -10%
JWCA
1769
J.W. Coons Advisors
Ohio
$306K -$8.03K -340 -3%
HA
1770
HYA Advisors
Missouri
$306K -$6.71K -284 -2%
CFD
1771
Creative Financial Designs
Indiana
$306K +$32.1K +1,358 +12%
TCOK
1772
Trust Company of Kansas
Kansas
$305K -$40.2K -1,700 -12%
MPI
1773
Mairs & Power Inc
Minnesota
$305K -$11.8K -500 -4%
AIP
1774
Almanack Investment Partners
Pennsylvania
$304K +$26.4K +1,119 +10%
CSPIA
1775
Cary Street Partners Investment Advisory
Virginia
$303K -$45.3K -1,919 -13%
69 70
71
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