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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
1851
SVA Wealth Management
Wisconsin
$259K -$116K -4,027 -31%
CCM
1852
Coe Capital Management
Illinois
$259K -$96.3K -3,350 -27%
DCM
1853
Driehaus Capital Management
Illinois
$259K -$39.1K -1,361 -13%
PWMAG
1854
Pinnacle Wealth Management Advisory Group
New Jersey
$259K – – –
HFA
1855
Huber Financial Advisors
Illinois
$259K +$1.78K +62 +0.7%
ACM
1856
Aljian Capital Management
Nevada
$258K – – –
PIMG
1857
Patriot Investment Management Group
Tennessee
$257K -$13.9K -485 -5%
FPFS
1858
First Personal Financial Services
North Carolina
$257K -$9.75K -339 -4%
SYBT
1859
Stock Yards Bank & Trust
Kentucky
$256K – – –
TLP
1860
Trinity Legacy Partners
Texas
$255K – – –
DWM
1861
Destination Wealth Management
California
$254K -$107K -3,717 -30%
CJA
1862
C-J Advisory
California
$254K +$604 +21 +0.2%
FIA
1863
Foundations Investment Advisors
Arizona
$254K +$29.6K +1,031 +13%
RWM
1864
Ritholtz Wealth Management
New York
$253K +$249K +8,663 New
GEA
1865
Glen Eagle Advisors
New Jersey
$252K +$58 +2 +0%
FFS
1866
Founders Financial Securities
Maryland
$250K +$246K +8,567 New
BBNA
1867
Bremer Bank National Association
Minnesota
$249K -$110K -3,822 -31%
ASC
1868
Atalanta Sosnoff Capital
New York
$248K -$47.2M -1,641,058 -99%
PIC
1869
Portland Investment Counsel
Ontario, Canada
$248K -$66.1K -2,300 -21%
F
1870
F3Logic
Minnesota
$247K -$322K -11,193 -57%
LCM
1871
Logan Capital Management
Pennsylvania
$246K -$7.99K -278 -3%
PCFFS
1872
Pacific Center for Financial Services
California
$246K +$690 +24 +0.3%
CC
1873
Centiva Capital
New York
$246K +$243K +8,444 New
HAIM
1874
Hunter Associates Investment Management
Pennsylvania
$245K +$1.38K +48 +0.6%
CRWM
1875
Castle Rock Wealth Management
California
$245K +$15.1K +526 +8%
73 74
75
76 77