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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
FCAG
1826
First Capital Advisors Group
New Jersey
$232K -$12.1K -386 -5%
MUS
1827
Mitsubishi UFJ Securities
Japan
$232K – – –
SCA
1828
STALEY CAPITAL ADVISERS
Pennsylvania
$231K -$47.1K -1,500 -16%
JFM
1829
Jackson Financial Management
California
$230K -$21.8K -693 -8%
PIA
1830
Pinion Investment Advisors
Kansas
$229K +$240K +7,637 New
CCM
1831
Coe Capital Management
Illinois
$227K – – –
IFS
1832
Ifrah Financial Services
Arkansas
$227K +$1.57K +50 +0.7%
WVP
1833
Worth Venture Partners
New Jersey
$227K +$237K +7,556 New
VA
1834
Valmark Advisers
Ohio
$226K +$3.14K +100 +1%
BC
1835
Barnett & Company
Tennessee
$225K +$35.2K +1,120 +18%
CWA
1836
Clarus Wealth Advisors
Arizona
$224K +$817 +26 +0.3%
CAC
1837
Certified Advisory Corp
Florida
$224K +$26.4K +841 +13%
AAM
1838
American Asset Management
Florida
$224K +$234K +7,458 New
ACP
1839
Ashfield Capital Partners
California
$224K +$235K +7,479 New
HI
1840
Horizon Investments
North Carolina
$223K +$233K +7,424 New
JFGLC
1841
Johnson Financial Group LLC (Colorado)
Colorado
$222K -$30.4K -969 -12%
HIC
1842
Harvey Investment Company
Kentucky
$222K – – –
BDWM
1843
Brewin Dolphin Wealth Management
Ireland
$222K +$33.1K +1,055 +17%
MCM
1844
Monument Capital Management
Virginia
$221K +$251 +8 +0.1%
ATC
1845
Adirondack Trust Company
New York
$221K +$35K +1,114 +18%
HFM
1846
Harvest Fund Management
China
$220K +$34.2K +1,089 +17%
CWM
1847
Capital Wealth Management
Rhode Island
$220K +$230K +7,329 New
AAM
1848
Aureus Asset Management
Massachusetts
$219K -$110K -3,490 -32%
BI
1849
Boulegeris Investments
Georgia
$219K +$229K +7,300 New
MFS
1850
Madrona Financial Services
Washington
$218K +$228K +7,262 New
72 73
74
75 76