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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
BC
1851
Brinker Capital
Pennsylvania
$260K +$256K +8,910 New
SWM
1852
SVA Wealth Management
Wisconsin
$259K -$116K -4,027 -31%
CCM
1853
Coe Capital Management
Illinois
$259K -$96.3K -3,350 -27%
DCM
1854
Driehaus Capital Management
Illinois
$259K -$39.1K -1,361 -13%
PWMAG
1855
Pinnacle Wealth Management Advisory Group
New Jersey
$259K – – –
HFA
1856
Huber Financial Advisors
Illinois
$259K +$1.78K +62 +0.7%
ACM
1857
Aljian Capital Management
Nevada
$258K – – –
PIMG
1858
Patriot Investment Management Group
Tennessee
$257K -$13.9K -485 -5%
FPFS
1859
First Personal Financial Services
North Carolina
$257K -$9.75K -339 -4%
SYBT
1860
Stock Yards Bank & Trust
Kentucky
$256K – – –
TLP
1861
Trinity Legacy Partners
Texas
$255K – – –
DWM
1862
Destination Wealth Management
California
$254K -$107K -3,717 -30%
CJA
1863
C-J Advisory
California
$254K +$604 +21 +0.2%
FIA
1864
Foundations Investment Advisors
Arizona
$254K +$29.6K +1,031 +13%
RWM
1865
Ritholtz Wealth Management
New York
$253K +$249K +8,663 New
GEA
1866
Glen Eagle Advisors
New Jersey
$252K +$58 +2 +0%
FFS
1867
Founders Financial Securities
Maryland
$250K +$246K +8,567 New
BBNA
1868
Bremer Bank National Association
Minnesota
$249K -$110K -3,822 -31%
ASC
1869
Atalanta Sosnoff Capital
New York
$248K -$47.2M -1,641,058 -99%
PIC
1870
Portland Investment Counsel
Ontario, Canada
$248K -$66.1K -2,300 -21%
F
1871
F3Logic
Minnesota
$247K -$322K -11,193 -57%
LCM
1872
Logan Capital Management
Pennsylvania
$246K -$7.99K -278 -3%
PCFFS
1873
Pacific Center for Financial Services
California
$246K +$690 +24 +0.3%
CC
1874
Centiva Capital
New York
$246K +$243K +8,444 New
HAIM
1875
Hunter Associates Investment Management
Pennsylvania
$245K +$1.38K +48 +0.6%
73 74
75
76 77