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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
BWA
1801
Brave Warrior Advisors
New York
$599K – – –
BFC
1802
Bedel Financial Consulting
Indiana
$599K +$100K +2,444 +20%
NG
1803
Northstar Group
New York
$598K +$11.3K +276 +2%
AFG
1804
Albion Financial Group
Utah
$597K +$594K +14,489 New
OPCM
1805
Osborne Partners Capital Management
California
$595K -$124K -3,013 -17%
RFN
1806
RDA Financial Network
Iowa
$595K -$574 -14 -0.1%
GAM
1807
Grandview Asset Management
Pennsylvania
$594K -$14.4K -352 -2%
BWM
1808
Baystate Wealth Management
Massachusetts
$592K +$13.8K +336 +2%
AWM
1809
Apollon Wealth Management
South Carolina
$591K +$27K +658 +5%
SP
1810
Successful Portfolios
Florida
$586K -$3.03K -74 -0.5%
FFG
1811
Frisch Financial Group
New York
$585K -$105K -2,569 -15%
BL
1812
Balentine LLC
Georgia
$582K +$277K +6,765 +92%
MHIC
1813
Marble Harbor Investment Counsel
Massachusetts
$581K – – –
WFAG
1814
Wescott Financial Advisory Group
Pennsylvania
$580K -$2.5K -61 -0.4%
HFA
1815
Hoover Financial Advisors
Pennsylvania
$580K +$93.5K +2,280 +19%
MCA
1816
Mercer Capital Advisers
New Jersey
$579K -$5.08K -124 -0.9%
C
1817
Certuity
Florida
$579K +$45.6K +1,113 +9%
HC
1818
Hoese & Co
Minnesota
$577K – – –
TNAM
1819
Terra Nova Asset Management
New York
$577K – – –
DWM
1820
Defined Wealth Management
Oregon
$575K – – –
DDC
1821
DF Dent & Co
Maryland
$574K -$12.3K -300 -2%
FBFS
1822
First Business Financial Services
Wisconsin
$574K +$102K +2,495 +22%
CFO
1823
CVA Family Office
Colorado
$572K +$148K +3,610 +35%
PFWA
1824
Paces Ferry Wealth Advisors
Georgia
$571K -$17.8K -434 -3%
PWMG
1825
Pinnacle Wealth Management Group
Michigan
$570K +$567K +13,830 New
71 72
73
74 75