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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
KFI
1801
Key Financial Inc
Pennsylvania
$739K +$157K +3,480 +24%
NFG
1802
Nations Financial Group
Iowa
$737K +$87.3K +1,934 +12%
CCFM
1803
Clear Creek Financial Management
Washington
$737K +$383K +8,479 +90%
LPIC
1804
LeJeune Puetz Investment Counsel
Michigan
$735K – – –
CIR
1805
Clear Investment Research
Georgia
$733K – – –
HI
1806
Humankind Investments
New York
$733K +$16.7K +370 +2%
RFN
1807
RDA Financial Network
Iowa
$733K +$147K +3,269 +23%
WC
1808
Westhampton Capital
North Carolina
$732K – – –
WA
1809
WealthTrust Axiom
Pennsylvania
$729K – – –
BCM
1810
BTR Capital Management
California
$728K -$28K -620 -3%
1WA
1811
180 Wealth Advisors
Washington
$726K +$11.7K +260 +1%
AO
1812
Advisor OS
Illinois
$725K +$129K +2,854 +19%
WP
1813
WealthShield Partners
North Carolina
$724K +$8.12K +180 +1%
DE
1814
Day & Ennis
Georgia
$721K -$14.2K -315 -2%
WP
1815
WealthPLAN Partners
Nebraska
$720K +$31.1K +689 +4%
WIM
1816
WealthPlan Investment Management
Nebraska
$720K +$911K +20,180 New
GKWIM
1817
Gerber Kawasaki Wealth & Investment Management
California
$718K +$257K +5,690 +48%
TIA
1818
Tiemann Investment Advisors
California
$717K -$51.8K -1,149 -6%
FMTC
1819
Farmers & Merchants Trust Company
California
$716K +$3.88K +86 +0.5%
ESB
1820
Essex Savings Bank
Connecticut
$714K -$21.6K -479 -3%
WFA
1821
Websterrogers Financial Advisors
South Carolina
$711K +$66.1K +1,464 +9%
CA
1822
Capitolis Advisors
New York
$709K -$161M -3,575,561 -100%
CPA
1823
Capital Planning Advisors
California
$709K -$51.3K -1,137 -6%
TP
1824
Tranquility Partners
Tennessee
$709K -$46.5K -1,031 -6%
BWCS
1825
Beirne Wealth Consulting Services
Connecticut
$708K -$101K -2,239 -12%
71 72
73
74 75