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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
SAF
1826
Smith Anglin Financial
Texas
$568K +$32.3K +787 +6%
VC
1827
Veracity Capital
Georgia
$568K +$164K +3,991 +41%
FNBOH
1828
First National Bank of Hutchinson
Kansas
$566K -$140K -3,420 -20%
TA
1829
TrueWealth Advisors
Alabama
$566K – – –
VHAM
1830
Van Hulzen Asset Management
California
$564K -$36.9K -900 -6%
GFS
1831
GYL Financial Synergies
Connecticut
$564K -$2.5K -61 -0.4%
LNB
1832
Ledyard National Bank
$562K +$46K +1,121 +9%
DAM
1833
Doheny Asset Management
California
$561K +$557K +13,600 New
SFG
1834
SNS Financial Group
Minnesota
$559K +$5.94K +145 +1%
AO
1835
Advisor OS
Illinois
$557K +$296K +7,217 +115%
TAM
1836
Townsend Asset Management
North Carolina
$556K +$35.5K +866 +7%
KFI
1837
Key Financial Inc
Pennsylvania
$554K +$14.3K +350 +2%
CAM
1838
Campion Asset Management
Virginia
$550K -$3.28K -80 -0.6%
SFS
1839
Summit Financial Strategies
Ohio
$550K +$23.4K +570 +4%
P
1840
&Partners
Tennessee
$550K +$129K +3,137 +31%
BT
1841
Brandywine Trust
Delaware
$549K – – –
DWM
1842
Doyle Wealth Management
Florida
$548K -$40.7K -993 -7%
TCM
1843
Towercrest Capital Management
Pennsylvania
$547K +$5.08K +124 +0.9%
JWCA
1844
J.W. Coons Advisors
Ohio
$546K – – –
CFA
1845
Cahill Financial Advisors
Minnesota
$546K +$6.64K +162 +1%
AP
1846
Atwood & Palmer
Missouri
$545K – – –
PPP
1847
Private Portfolio Partners
New Jersey
$544K -$2.38K -58 -0.4%
FMB
1848
Field & Main Bank
Kentucky
$543K -$6.15K -150 -1%
OCM
1849
Orleans Capital Management
Louisiana
$543K – – –
SFWA
1850
Summit Financial Wealth Advisors
Louisiana
$543K – – –
72 73
74
75 76