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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
TCM
1801
Tradewinds Capital Management
Washington
$430K +$9.7K +300 +3%
LFA
1802
Legacy Financial Advisors
Kentucky
$429K +$1.23K +38 +0.3%
VHAM
1803
Van Hulzen Asset Management
California
$429K +$5.11K +158 +1%
HT
1804
HighTower Trust
Texas
$428K -$162K -5,000 -29%
MAA
1805
Mraz Amerine & Associates
California
$428K +$194 +6 +0%
WA
1806
Waverly Advisors
Alabama
$427K -$17.2K -532 -4%
IWP
1807
Icon Wealth Partners
Texas
$426K -$6.11K -189 -2%
MCP
1808
Mirador Capital Partners
California
$426K +$49.4K +1,529 +14%
WDL
1809
Well Done LLC
Michigan
$424K -$10.8K -334 -3%
TIA
1810
Traphagen Investment Advisors
New Jersey
$423K +$9.82K +304 +3%
PWAC
1811
Private Wealth Advisors (California)
California
$422K -$32.4K -1,003 -8%
AA
1812
Advisory Alpha
Michigan
$422K -$15.6K -482 -4%
KFI
1813
Key Financial Inc
Pennsylvania
$421K +$386K +11,958 New
PFA
1814
Pathway Financial Advisors
Vermont
$420K -$92.2K -2,852 -19%
BOS
1815
Bank of Stockton
California
$418K -$53.5K -1,655 -12%
CFD
1816
Creative Financial Designs
Indiana
$418K -$12.8K -396 -3%
VIP
1817
Vantage Investment Partners
Missouri
$418K – – –
CAM
1818
Claret Asset Management
Quebec, Canada
$416K -$3.23K -100 -0.8%
NQWM
1819
Northwest Quadrant Wealth Management
Oregon
$416K +$873 +27 +0.2%
PIA
1820
Perennial Investment Advisors
California
$416K +$381K +11,797 New
RWM
1821
Ritholtz Wealth Management
New York
$413K +$98.7K +3,054 +35%
CWP
1822
CFM Wealth Partners
Texas
$412K +$384K +11,872 New
FCFC
1823
First Citizens Financial Corp
Iowa
$411K +$377K +11,670 New
TWA
1824
TCI Wealth Advisors
Arizona
$410K -$14.9K -460 -4%
SCA
1825
Sippican Capital Advisors
Massachusetts
$409K -$23.4K -725 -6%
71 72
73
74 75