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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
SIA
1751
Soltis Investment Advisors
Utah
$671K +$119K +3,458 +21%
IWA
1752
Inspirion Wealth Advisors
Illinois
$671K -$43.4K -1,259 -6%
GA
1753
Geller Advisors
New York
$670K +$67.3K +1,953 +11%
CFG
1754
CKW Financial Group
Hawaii
$670K +$1.58K +46 +0.2%
CAM
1755
Close Asset Management
United Kingdom
$669K – – –
AI
1756
AXS Investments
New York
$669K -$171K -4,959 -20%
PPP
1757
Private Portfolio Partners
New Jersey
$666K +$36.1K +1,048 +5%
CIA
1758
Caerus Investment Advisors
Texas
$666K -$172K -5,000 -20%
LCM
1759
Leisure Capital Management
California
$664K – – –
PFO
1760
PMC FIG Opportunities
Israel
$662K -$344K -10,000 -33%
MFS
1761
Monetta Financial Services
Illinois
$662K +$689K +20,000 New
JWM
1762
Jupiter Wealth Management
Colorado
$662K -$34.4K -1,000 -5%
AWM
1763
Accurate Wealth Management
Florida
$662K +$222K +6,442 +50%
CWM
1764
C2C Wealth Management
Arizona
$661K +$30K +870 +5%
KP
1765
Keel Point
Alabama
$660K -$4.82K -140 -0.7%
FIA
1766
Foundations Investment Advisors
Arizona
$659K +$164K +4,774 +32%
IRC
1767
Investors Research Corp
Georgia
$656K +$22K +640 +3%
LAIC
1768
Lederer & Associates Investment Counsel
California
$655K – – –
BDFN
1769
Bond & Devick Financial Network
Minnesota
$655K -$2.65K -77 -0.4%
WCM
1770
Whitener Capital Management
North Carolina
$651K +$2.27K +66 +0.3%
CIC
1771
Crawford Investment Counsel
Georgia
$649K +$52.6K +1,528 +8%
SBL
1772
Sargent Bickham Lagudis
Colorado
$649K -$121K -3,500 -15%
JFL
1773
Jarislowsky, Fraser Ltd
Quebec, Canada
$649K -$5.79K -168 -0.9%
CFMC
1774
Curbstone Financial Management Corp
New Hampshire
$648K -$41.3K -1,200 -6%
ORC
1775
O'Rourke & Company
Massachusetts
$646K +$91K +2,642 +16%
69 70
71
72 73