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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
HAIM
1801
Hunter Associates Investment Management
Pennsylvania
$249K – – –
PCFFS
1802
Pacific Center for Financial Services
California
$249K +$1.77K +58 +0.7%
SWA
1803
SFMG Wealth Advisors
Texas
$248K -$267K -8,777 -50%
NG
1804
Northstar Group
New York
$247K +$244 +8 +0.1%
GEA
1805
Glen Eagle Advisors
New Jersey
$246K +$30 +1 +0%
WP
1806
WealthShield Partners
North Carolina
$244K +$4.72K +155 +2%
AC
1807
Allstate Corporation
Illinois
$242K +$250K +8,208 New
PK
1808
Pflug Koory
Nebraska
$240K +$6.55K +215 +3%
MAS
1809
Managed Account Services
Florida
$239K +$18.3K +600 +8%
VWM
1810
Valley Wealth Managers
New Jersey
$239K +$247K +8,109 New
IC
1811
Inverness Counsel
New York
$237K +$245K +8,055 New
ESBC
1812
E.S. Barr & Co
Kentucky
$236K -$27.4K -900 -10%
SC
1813
Saturna Capital
Washington
$236K – – –
VA
1814
Valmark Advisers
Ohio
$236K – – –
NPF
1815
Norris Perne & French
Michigan
$235K +$4.17K +137 +2%
CCM
1816
Chickasaw Capital Management
Tennessee
$233K – – –
AAIM
1817
Asset Advisors Investment Management
Georgia
$233K +$240K +7,895 New
ACP
1818
Aveo Capital Partners
Colorado
$232K -$6.97K -229 -3%
PI
1819
Pettee Investors
Connecticut
$230K – – –
VHAM
1820
Van Hulzen Asset Management
California
$229K -$500K -16,413 -68%
MUS
1821
Mitsubishi UFJ Securities
Japan
$228K – – –
TPW
1822
Tiller Private Wealth
Pennsylvania
$228K +$236K +7,740 New
LGC
1823
Laurel Grove Capital
California
$227K -$332K -10,900 -59%
WFG
1824
Wills Financial Group
Virginia
$227K -$36.5K -1,197 -13%
MCM
1825
Monument Capital Management
Virginia
$225K +$2.22K +73 +1%
71 72
73
74 75