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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
STB
1801
S&T Bank
Pennsylvania
$268K -$32.9K -1,322 -11%
KM
1802
Kalos Management
Georgia
$268K +$1.39K +56 +0.6%
AHC
1803
Adell Harriman & Carpenter
Texas
$268K +$39.8K +1,600 +17%
RAM
1804
Riggs Asset Management
Pennsylvania
$267K -$6.45M -259,101 -97%
BFC
1805
Bedel Financial Consulting
Indiana
$267K +$423 +17 +0.2%
WIP
1806
Wellesley Investment Partners
Massachusetts
$266K +$19.2K +771 +7%
RCM
1807
Requisite Capital Management
Texas
$266K +$25.8K +1,037 +10%
SCM
1808
Sterneck Capital Management
Missouri
$263K -$4.88K -196 -2%
NIA
1809
Northstar Investment Advisors
Colorado
$262K -$44.8K -1,800 -14%
RCA
1810
Ranch Capital Advisors
Florida
$262K -$573 -23 -0.2%
CWP
1811
CFM Wealth Partners
Texas
$261K -$9.41K -378 -3%
LC
1812
LCNB Corp
Ohio
$261K – – –
FBFS
1813
First Business Financial Services
Wisconsin
$260K – – –
JF
1814
Jump Financial
Illinois
$259K +$268K +10,746 New
SWM
1815
Segment Wealth Management
Texas
$258K -$6.17K -248 -2%
LJHT
1816
Laurie J. Hall Trustee
$258K +$266K +10,682 New
KFP
1817
KMG Fiduciary Partners
Ohio
$258K +$267K +10,719 New
SJL
1818
Shayne & Jacobs LLC
Tennessee
$257K – – –
CA
1819
Continuum Advisory
Idaho
$257K +$15.8K +635 +6%
HAS
1820
HBW Advisory Services
California
$257K +$34.4K +1,382 +15%
CBFP
1821
Cedar Brook Financial Partners
Ohio
$256K -$94.5K -3,794 -26%
WAOTB
1822
Wealth Advisors of Tampa Bay
Florida
$256K – – –
SCG
1823
Sonata Capital Group
Washington
$256K +$265K +10,644 New
CM
1824
Cornerstone Management
Georgia
$255K – – –
RPG
1825
Resource Planning Group
Georgia
$254K -$6.47K -260 -2%
71 72
73
74 75