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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
OC
1801
Oakmont Corp
California
$251K – – –
GEA
1802
Glen Eagle Advisors
New Jersey
$250K +$257K +8,188 +5,118%
CFA
1803
Cahill Financial Advisors
Minnesota
$249K -$32.3K -1,029 -11%
WTFG
1804
Wells Trecaso Financial Group
Ohio
$248K +$42.1K +1,341 +19%
NPF
1805
Norris Perne & French
Michigan
$247K -$173K -5,500 -40%
FFWA
1806
FRG Family Wealth Advisors
Washington
$247K – – –
FHB
1807
First Hawaiian Bank
Hawaii
$247K +$259K +8,251 New
HA
1808
Halsey Associates
Connecticut
$246K +$63 +2 +0%
CWS
1809
Cypress Wealth Services
California
$243K +$63 +2 +0%
NA
1810
Nottingham Advisors
New York
$243K +$628 +20 +0.2%
PWMAG
1811
Pinnacle Wealth Management Advisory Group
New Jersey
$243K +$31.4K +1,000 +14%
SC
1812
Saturna Capital
Washington
$242K – – –
HCA
1813
Heck Capital Advisors
Wisconsin
$241K -$1.16K -37 -0.5%
SWA
1814
SFMG Wealth Advisors
Texas
$240K +$220 +7 +0.1%
CAW
1815
Cornerstone Advisors (Washington)
Washington
$239K +$3.23K +103 +1%
CCM
1816
Chickasaw Capital Management
Tennessee
$238K – – –
LFA
1817
Legacy Financial Advisors
Kentucky
$237K -$19.7K -626 -7%
VWM
1818
Valley Wealth Managers
New Jersey
$237K -$9.36K -298 -4%
FFG
1819
Ford Financial Group
California
$235K -$6.38K -203 -3%
PI
1820
Pettee Investors
Connecticut
$235K – – –
MAS
1821
Managed Account Services
Florida
$235K +$247K +7,849 New
GHA
1822
GW Henssler & Associates
Georgia
$233K +$3.14K +100 +1%
WCWM
1823
Willow Creek Wealth Management
California
$233K +$244K +7,756 New
ALIONA
1824
Allianz Life Insurance of North America
Minnesota
$233K +$244K +7,773 New
WOC
1825
West Oak Capital
California
$233K -$628 -20 -0.3%
71 72
73
74 75