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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
1801
Defined Wealth Management
Oregon
$423K +$374K +13,953 New
JWCA
1802
J.W. Coons Advisors
Ohio
$422K -$4.29K -160 -1%
LSA
1803
L & S Advisors
California
$422K +$7.42K +277 +2%
SICM
1804
Sustainable Insight Capital Management
New York
$421K +$373K +13,900 New
MSAM
1805
Moloney Securities Asset Management
Missouri
$420K -$170K -6,358 -31%
TFF
1806
The Family Firm
Maryland
$419K -$46K -1,716 -12%
AIC
1807
Archer Investment Corporation
Indiana
$419K -$56.5K -2,109 -13%
OCM
1808
Orleans Capital Management
Louisiana
$417K -$76.4K -2,850 -17%
BWP
1809
Bernardo Wealth Planning
Pennsylvania
$417K -$11.8K -442 -3%
LCM
1810
LVM Capital Management
Michigan
$417K – – –
BFS
1811
Bickling Financial Services
Massachusetts
$417K +$368K +13,744 New
GFS
1812
GYL Financial Synergies
Connecticut
$416K -$154K -5,728 -29%
PA
1813
PFG Advisors
Arizona
$416K -$43.2K -1,610 -10%
WIM
1814
Westside Investment Management
California
$416K +$12.4K +462 +1%
AHC
1815
Adell Harriman & Carpenter
Texas
$416K +$69.7K +2,600 +23%
HC
1816
Hoese & Co
Minnesota
$415K +$375K +13,986 New
MCA
1817
Mercer Capital Advisers
New Jersey
$414K -$3.54K -132 -1%
WA
1818
Waverly Advisors
Alabama
$414K +$3.22K +120 +1%
LA
1819
LVW Advisors
New York
$413K – – –
PB
1820
Pinnacle Bancorp
Nebraska
$412K -$30.9K -1,154 -8%
RSWM
1821
Robertson Stephens Wealth Management
California
$412K -$29.5K -1,100 -7%
DA
1822
DCM Advisors
New York
$412K +$365K +13,600 New
KBG
1823
Kahn Brothers Group
New York
$411K -$17.7K -660 -5%
HHGA
1824
Halbert Hargrove Global Advisors
California
$410K +$13.9K +520 +4%
TCOO
1825
Trust Company of Oklahoma
Oklahoma
$409K -$56.3K -2,100 -13%
71 72
73
74 75