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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
RW
1776
REDW Wealth
New Mexico
$311K +$25.9K +900 +9%
GAM
1777
Gould Asset Management
California
$311K +$28.8K +1,000 +10%
IIM
1778
Ironwood Investment Management
Massachusetts
$310K -$9.57K -333 -3%
PCMC
1779
Paragon Capital Management (Colorado)
Colorado
$310K -$8.14K -283 -3%
CAM
1780
Cozad Asset Management
Illinois
$310K – – –
CM
1781
Cornerstone Management
Georgia
$309K -$17.2K -597 -5%
LPIC
1782
LeJeune Puetz Investment Counsel
Michigan
$309K – – –
MCP
1783
Mirador Capital Partners
California
$308K -$259 -9 -0.1%
CFG
1784
Cooper Financial Group
California
$306K -$3.94K -137 -1%
OAM
1785
Oak Asset Management
California
$304K -$2.88K -100 -1%
RRWA
1786
Rainey & Randall Wealth Advisors
Florida
$304K +$10.2K +356 +4%
BIM
1787
Beach Investment Management
Pennsylvania
$303K -$879K -30,580 -75%
RTS
1788
Round Table Services
New Jersey
$303K -$6.27K -218 -2%
QCI
1789
Quaker Capital Investments
Pennsylvania
$302K +$10.1K +350 +4%
SCM
1790
SKBA Capital Management
California
$301K – – –
RSWM
1791
Robertson Stephens Wealth Management
California
$300K – – –
NP
1792
NorthRock Partners
Minnesota
$299K +$294K +10,234 New
AIA
1793
Allied Investment Advisors
Montana
$297K – – –
IIM
1794
Ipswich Investment Management
Massachusetts
$297K – – –
WGA
1795
Weather Gauge Advisory
Virginia
$295K – – –
TAM
1796
Tradition Asset Management
Virginia
$295K +$50.9K +1,770 +21%
MSA
1797
Marino Stram & Associates
Massachusetts
$294K +$1.01K +35 +0.3%
KP
1798
Keel Point
Alabama
$294K +$66.9K +2,325 +30%
CA
1799
Continuum Advisory
Idaho
$293K +$7.76K +270 +3%
PCM
1800
Penserra Capital Management
California
$293K +$119K +4,127 +69%
70 71
72
73 74