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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
KM
1776
Kalos Management
Georgia
$616K +$104K +2,572 +24%
AFG
1777
Albion Financial Group
Utah
$615K +$40 +1 +0%
AIC
1778
Archer Investment Corporation
Indiana
$615K -$10.6K -262 -2%
KFI
1779
Key Financial Inc
Pennsylvania
$613K – – –
RFN
1780
RDA Financial Network
Iowa
$611K -$1.17K -29 -0.2%
TNAM
1781
Terra Nova Asset Management
New York
$607K +$12.1K +300 +2%
EWM
1782
Evermay Wealth Management
Virginia
$606K -$26.2K -650 -4%
CNB
1783
Camden National Bank
Maine
$603K +$56.4K +1,400 +11%
MHIC
1784
Marble Harbor Investment Counsel
Massachusetts
$599K – – –
RCA
1785
Ranch Capital Advisors
Florida
$599K +$55.6K +1,381 +11%
AHC
1786
Adell Harriman & Carpenter
Texas
$599K -$84K -2,086 -13%
TA
1787
TrueWealth Advisors
Alabama
$594K +$10.4K +258 +2%
LFA
1788
Landmark Financial Advisors
Kentucky
$592K -$7.37K -183 -1%
DWM
1789
Defined Wealth Management
Oregon
$592K – – –
AO
1790
Advisor OS
Illinois
$592K +$17.6K +438 +3%
CA
1791
Calton & Associates
Florida
$590K -$93.3K -2,316 -14%
SP
1792
Successful Portfolios
Florida
$589K -$13.2K -327 -2%
AC
1793
AlphaCore Capital
California
$588K -$32.8K -815 -6%
NG
1794
Northstar Group
New York
$588K -$26.1K -648 -4%
MA
1795
MONECO Advisors
Connecticut
$588K +$134K +3,329 +32%
AWM
1796
Aprio Wealth Management
Georgia
$586K +$155K +3,850 +39%
DWM
1797
Doyle Wealth Management
Florida
$585K +$20.5K +508 +4%
OWP
1798
Obermeyer Wealth Partners
Colorado
$583K -$550K -13,654 -50%
DWM
1799
Destination Wealth Management
California
$582K -$177K -4,385 -24%
SCM
1800
Southport Capital Management
Tennessee
$582K -$156K -3,864 -22%
70 71
72
73 74