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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
CWS
1851
Cypress Wealth Services
California
$204K -$46.2K -1,518 -18%
HIC
1852
Harvey Investment Company
Kentucky
$203K -$15.2K -500 -7%
NSAM
1853
North Star Asset Management
Wisconsin
$203K +$210K +6,884 New
HCM
1854
HM Capital Management
Missouri
$203K +$210K +6,904 New
KM
1855
Kalos Management
Georgia
$202K -$78.1K -2,565 -27%
CCM
1856
Coe Capital Management
Illinois
$202K -$21.7K -711 -9%
MFS
1857
Madrona Financial Services
Washington
$202K +$209K +6,870 New
DC
1858
Derby & Company
Massachusetts
$201K +$207K +6,806 New
PAM
1859
Peak Asset Management
Colorado
$201K +$208K +6,815 New
SFA
1860
Stewardship Financial Advisors
Georgia
$201K +$208K +6,817 New
SBA
1861
Secrest Blakey & Associates
North Carolina
$201K +$208K +6,821 New
VWM
1862
Venturi Wealth Management
Texas
$200K – – –
EA
1863
Elm Advisors
California
$188K +$194K +6,375 New
GFP
1864
Gryphon Financial Partners
Ohio
$184K +$90.9K +2,986 +91%
BWL
1865
Bogart Wealth LLC
Virginia
$183K – – –
HFM
1866
Harvest Fund Management
China
$182K +$41.9K +1,375 +29%
BCWM
1867
Bartlett & Co Wealth Management
Ohio
$181K +$244 +8 +0.1%
BC
1868
Bartlett & Co
Ohio
$181K +$244 +8 +0.1%
PCA
1869
Providence Capital Advisors
North Carolina
$178K -$113K -3,697 -38%
CB
1870
Community Bank
New York
$169K – – –
SAS
1871
Stelac Advisory Services
New York
$169K +$58.5K +1,922 +50%
M
1872
MOTCO
Texas
$168K +$30.2K +990 +21%
BFC
1873
Bedel Financial Consulting
Indiana
$168K +$30.6K +1,005 +20%
WVP
1874
Worth Venture Partners
New Jersey
$166K +$171K +5,626 New
MCM
1875
Mainstay Capital Management
Michigan
$161K +$30.8K +1,012 +23%
73 74
75
76 77