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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
NA
1801
Nottingham Advisors
New York
$243K – – –
HFA
1802
Huber Financial Advisors
Illinois
$240K +$4.92K +165 +2%
RFA
1803
Reilly Financial Advisors
California
$238K -$83.5K -2,800 -25%
HAIM
1804
Hunter Associates Investment Management
Pennsylvania
$238K – – –
CWS
1805
Cypress Wealth Services
California
$238K +$10.2K +341 +4%
NG
1806
Northstar Group
New York
$237K +$7.73K +259 +3%
PCFFS
1807
Pacific Center for Financial Services
California
$236K -$2.77K -93 -1%
GEA
1808
Glen Eagle Advisors
New Jersey
$235K -$60 -2 -0%
KFGK
1809
Keystone Financial Group (Kentucky)
Kentucky
$235K +$43.9K +1,473 +22%
WTFG
1810
Wells Trecaso Financial Group
Ohio
$233K – – –
FFWA
1811
FRG Family Wealth Advisors
Washington
$232K – – –
FHB
1812
First Hawaiian Bank
Hawaii
$232K +$209 +7 +0.1%
PWM
1813
Perigon Wealth Management
California
$232K +$89.5K +3,000 +57%
WP
1814
WealthShield Partners
North Carolina
$229K -$34K -1,139 -12%
SC
1815
Saturna Capital
Washington
$226K -$2K -67 -0.8%
VA
1816
Valmark Advisers
Ohio
$226K +$13.4K +450 +6%
PK
1817
Pflug Koory
Nebraska
$224K -$89.4K -2,995 -27%
CWA
1818
Clarus Wealth Advisors
Arizona
$224K – – –
BWAM
1819
Boyd Watterson Asset Management
Ohio
$223K -$434K -14,562 -65%
NCM
1820
Noesis Capital Mangement
Florida
$223K -$38.8K -1,300 -14%
CCM
1821
Chickasaw Capital Management
Tennessee
$223K – – –
WCWM
1822
Willow Creek Wealth Management
California
$223K +$4.18K +140 +2%
NPF
1823
Norris Perne & French
Michigan
$221K -$11.9K -400 -5%
MAS
1824
Managed Account Services
Florida
$221K – – –
WA
1825
Wealthstar Advisors
Texas
$221K – – –
71 72
73
74 75