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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
CPSC
1851
Carl P. Sherr & Co
Massachusetts
$385K +$353K +10,935 New
GHA
1852
GW Henssler & Associates
Georgia
$383K -$3.23K -100 -0.9%
WAM
1853
Weatherly Asset Management
California
$383K – – –
AIM
1854
Acropolis Investment Management
Missouri
$383K +$485 +15 +0.1%
RPG
1855
Resource Planning Group
Georgia
$382K – – –
SMC
1856
Smith, Moore & Co
Missouri
$382K +$36.9K +1,142 +12%
MCWS
1857
McKinley Carter Wealth Services
West Virginia
$381K +$81.3K +2,516 +30%
SIC
1858
Sigma Investment Counselors
Michigan
$379K -$10.6K -328 -3%
CSM
1859
CAMG Solamere Management
North Carolina
$379K +$937 +29 +0.3%
CAM
1860
Cozad Asset Management
Illinois
$379K +$4.2K +130 +1%
AP
1861
Arlington Partners
Alabama
$378K +$194K +6,000 +127%
SJL
1862
Shayne & Jacobs LLC
Tennessee
$377K -$105K -3,253 -23%
TWM
1863
Titus Wealth Management
California
$377K +$32 +1 +0%
FPCP
1864
Fort Point Capital Partners
California
$376K – – –
JWA
1865
JFS Wealth Advisors
Pennsylvania
$375K +$26.3K +813 +8%
AMCA
1866
Arthur M. Cohen & Associates
Illinois
$374K -$1.32M -40,937 -79%
IIM
1867
Ironwood Investment Management
Massachusetts
$374K -$420 -13 -0.1%
CM
1868
Cornerstone Management
Georgia
$373K – – –
LPIC
1869
LeJeune Puetz Investment Counsel
Michigan
$373K – – –
CWM
1870
Chesapeake Wealth Management
Virginia
$372K -$19.7K -610 -5%
SCM
1871
SKBA Capital Management
California
$371K +$6.46K +200 +2%
CA
1872
Continuum Advisory
Idaho
$371K +$7.43K +230 +2%
AIA
1873
Allied Investment Advisors
Montana
$371K +$11.3K +350 +3%
BCFS
1874
Butensky & Cohen Financial Security
Florida
$370K -$162K -5,000 -32%
RW
1875
REDW Wealth
New Mexico
$370K -$4.85K -150 -1%
73 74
75
76 77