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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
OAM
1776
Oak Asset Management
California
$311K -$19.6K -678 -6%
PFSC
1777
Peoples Financial Services Corp
Pennsylvania
$311K – – –
CFD
1778
Creative Financial Designs
Indiana
$310K +$7.04K +244 +2%
PA
1779
PFG Advisors
Arizona
$310K +$290K +10,060 New
WBC
1780
West Branch Capital
Massachusetts
$309K – – –
GFP
1781
Gryphon Financial Partners
Ohio
$309K +$308K +10,683 New
CAM
1782
Cozad Asset Management
Illinois
$308K -$6.06K -210 -2%
GWS
1783
Glassman Wealth Services
Virginia
$308K +$29 +1 +0%
CFG
1784
Cooper Financial Group
California
$308K +$17.5K +606 +6%
LPIC
1785
LeJeune Puetz Investment Counsel
Michigan
$307K -$75K -2,600 -20%
FTC
1786
Farmers Trust Company
Ohio
$307K -$9.8K -340 -3%
MCP
1787
Mirador Capital Partners
California
$307K -$288 -10 -0.1%
RTS
1788
Round Table Services
New Jersey
$307K +$15.3K +532 +5%
AWE
1789
Avidian Wealth Enterprises
Texas
$305K +$77K +2,669 +34%
BCP
1790
Berkeley Capital Partners
Georgia
$305K +$304K +10,525 New
TWM
1791
Titus Wealth Management
California
$303K +$58 +2 +0%
LA
1792
LVW Advisors
New York
$301K +$13.7K +475 +5%
SCM
1793
SKBA Capital Management
California
$300K -$5.77K -200 -2%
RSWM
1794
Robertson Stephens Wealth Management
California
$299K +$51.9K +1,800 +21%
SMC
1795
Smith, Moore & Co
Missouri
$297K +$14.5K +503 +5%
BA
1796
Bristlecone Advisors
Washington
$297K +$296K +10,251 New
DCM
1797
Driehaus Capital Management
Illinois
$296K -$20.2K -702 -6%
CA
1798
Continuum Advisory
Idaho
$296K +$19.4K +672 +7%
AIA
1799
Allied Investment Advisors
Montana
$296K +$24.8K +860 +9%
CB
1800
Community Bank
New York
$296K +$137K +4,754 +87%
70 71
72
73 74