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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
GAM
1826
Gemmer Asset Management
California
$274K +$15K +635 +6%
SBF
1827
Sara-Bay Financial
Florida
$274K +$274K +11,588 New
PFSC
1828
Peoples Financial Services Corp
Pennsylvania
$273K – – –
SDWMA
1829
Schneider Downs Wealth Management Advisors
Pennsylvania
$272K – – –
KFI
1830
Key Financial Inc
Pennsylvania
$272K +$4.06K +172 +2%
GA
1831
Geller Advisors
New York
$272K +$271K +11,456 New
AWP
1832
Ascent Wealth Partners
New York
$271K -$281K -11,895 -51%
KJHP
1833
K.J. Harrison & Partners
Ontario, Canada
$269K -$70.9K -3,000 -21%
BCA
1834
Bay Colony Advisors
Massachusetts
$267K -$148K -6,284 -36%
CWP
1835
CFM Wealth Partners
Texas
$266K +$2.25K +95 +0.9%
SCM
1836
Sterneck Capital Management
Missouri
$264K +$12.1K +514 +5%
BFC
1837
Bedel Financial Consulting
Indiana
$263K -$260 -11 -0.1%
FC
1838
Fusion Capital
South Carolina
$262K +$9.95K +421 +4%
SWM
1839
Segment Wealth Management
Texas
$261K -$47.6K -2,014 -16%
BCP
1840
Berkeley Capital Partners
Georgia
$261K -$7.87K -333 -3%
FMC
1841
First Merchants Corp
Indiana
$260K -$33.9K -1,436 -12%
AAIM
1842
Asset Advisors Investment Management
Georgia
$260K -$8.36K -354 -3%
QC
1843
QCM Cayman
Texas
$259K +$257K +10,885 New
LC
1844
LCNB Corp
Ohio
$258K – – –
KM
1845
Kalos Management
Georgia
$257K -$14.1K -598 -6%
RPG
1846
Resource Planning Group
Georgia
$257K – – –
RRWA
1847
Rainey & Randall Wealth Advisors
Florida
$257K +$8.39K +355 +3%
FBFS
1848
First Business Financial Services
Wisconsin
$256K +$255K +10,780 New
BBNA
1849
Bremer Bank National Association
Minnesota
$254K -$6.92K -293 -3%
SJL
1850
Shayne & Jacobs LLC
Tennessee
$254K – – –
72 73
74
75 76