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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
TNAM
1801
Terra Nova Asset Management
New York
$424K +$375K +14,000 New
DWM
1802
Defined Wealth Management
Oregon
$423K +$374K +13,953 New
JWCA
1803
J.W. Coons Advisors
Ohio
$422K -$4.29K -160 -1%
LSA
1804
L & S Advisors
California
$422K +$7.42K +277 +2%
SICM
1805
Sustainable Insight Capital Management
New York
$421K +$373K +13,900 New
MSAM
1806
Moloney Securities Asset Management
Missouri
$420K -$170K -6,358 -31%
TFF
1807
The Family Firm
Maryland
$419K -$46K -1,716 -12%
AIC
1808
Archer Investment Corporation
Indiana
$419K -$56.5K -2,109 -13%
OCM
1809
Orleans Capital Management
Louisiana
$417K -$76.4K -2,850 -17%
BWP
1810
Bernardo Wealth Planning
Pennsylvania
$417K -$11.8K -442 -3%
LCM
1811
LVM Capital Management
Michigan
$417K – – –
BFS
1812
Bickling Financial Services
Massachusetts
$417K +$368K +13,744 New
GFS
1813
GYL Financial Synergies
Connecticut
$416K -$154K -5,728 -29%
PA
1814
PFG Advisors
Arizona
$416K -$43.2K -1,610 -10%
WIM
1815
Westside Investment Management
California
$416K +$12.4K +462 +1%
AHC
1816
Adell Harriman & Carpenter
Texas
$416K +$69.7K +2,600 +23%
HC
1817
Hoese & Co
Minnesota
$415K +$375K +13,986 New
MCA
1818
Mercer Capital Advisers
New Jersey
$414K -$3.54K -132 -1%
WA
1819
Waverly Advisors
Alabama
$414K +$3.22K +120 +1%
LA
1820
LVW Advisors
New York
$413K – – –
PB
1821
Pinnacle Bancorp
Nebraska
$412K -$30.9K -1,154 -8%
RSWM
1822
Robertson Stephens Wealth Management
California
$412K -$29.5K -1,100 -7%
DA
1823
DCM Advisors
New York
$412K +$365K +13,600 New
KBG
1824
Kahn Brothers Group
New York
$411K -$17.7K -660 -5%
HHGA
1825
Halbert Hargrove Global Advisors
California
$410K +$13.9K +520 +4%
71 72
73
74 75