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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
PI
1826
Pettee Investors
Connecticut
$220K – – –
MUS
1827
Mitsubishi UFJ Securities
Japan
$218K – – –
ATC
1828
Adirondack Trust Company
New York
$218K +$10.1K +340 +5%
PW
1829
Price Wealth
Texas
$217K +$230K +7,701 New
SWA
1830
SFMG Wealth Advisors
Texas
$217K +$288K +9,643 +120%
BOH
1831
Bank of Hawaii
Hawaii
$216K -$81.5K -2,731 -26%
CWM
1832
Capital Wealth Management
Rhode Island
$215K +$9.01K +302 +4%
CCM
1833
Coe Capital Management
Illinois
$214K – – –
IFS
1834
Ifrah Financial Services
Arkansas
$213K – – –
VWM
1835
Venturi Wealth Management
Texas
$213K – – –
MCM
1836
Monument Capital Management
Virginia
$213K +$269 +9 +0.1%
BC
1837
Barnett & Company
Tennessee
$212K – – –
CAC
1838
Certified Advisory Corp
Florida
$212K +$1.01K +34 +0.5%
AAM
1839
American Asset Management
Florida
$210K – – –
MCWS
1840
McKinley Carter Wealth Services
West Virginia
$209K +$116K +3,900 +111%
BDWM
1841
Brewin Dolphin Wealth Management
Ireland
$208K – – –
TA
1842
Trellis Advisors
Washington
$208K -$34.9K -1,170 -14%
HIC
1843
Harvey Investment Company
Kentucky
$208K – – –
SCG
1844
Sonata Capital Group
Washington
$207K -$37.4K -1,254 -15%
BI
1845
Boulegeris Investments
Georgia
$206K – – –
SCA
1846
STALEY CAPITAL ADVISERS
Pennsylvania
$205K -$13.4K -450 -6%
JFM
1847
Jackson Financial Management
California
$205K -$12.1K -405 -5%
WOC
1848
West Oak Capital
California
$205K -$14.9K -500 -6%
NGA
1849
Naples Global Advisors
Florida
$202K +$214K +7,163 New
CF
1850
Corrigan Financial
Rhode Island
$201K +$149 +5 +0.1%
72 73
74
75 76