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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
SFWA
1851
Summit Financial Wealth Advisors
Louisiana
$543K – – –
KA
1852
Kercheville Advisors
Texas
$540K +$41.2K +1,005 +8%
UH
1853
Unigestion Holding
Switzerland
$539K – – –
FHC
1854
First Heartland Consultants
Missouri
$538K -$18.3K -447 -3%
VFM
1855
Vivid Financial Management
California
$538K +$205 +5 +0%
DA
1856
Denali Advisors
California
$536K -$2.12M -51,700 -80%
TP
1857
Tranquility Partners
Tennessee
$536K -$201K -4,906 -27%
DAM
1858
Deltec Asset Management
New York
$536K -$82K -2,000 -13%
NFG
1859
Nadler Financial Group
Illinois
$529K +$4.39K +107 +0.8%
CNB
1860
Camden National Bank
Maine
$528K -$7.42K -181 -1%
TFF
1861
The Family Firm
Maryland
$528K +$2.09K +51 +0.4%
LCM
1862
LVM Capital Management
Michigan
$527K -$4.14K -101 -0.8%
BOS
1863
Bingham Osborn & Scarborough
California
$527K +$268K +6,528 +105%
RCA
1864
Ranch Capital Advisors
Florida
$525K +$34.2K +834 +7%
FC
1865
Fusion Capital
South Carolina
$524K +$112K +2,740 +28%
MPI
1866
Mairs & Power Inc
Minnesota
$522K +$31.8K +776 +7%
VFA
1867
Voya Financial Advisors
Connecticut
$521K -$2.8M -68,408 -84%
CG
1868
Clarus Group
Texas
$521K -$25.7K -626 -5%
RP
1869
Rice Partnership
Hawaii
$521K +$5.41K +132 +1%
CC
1870
Chicago Capital
Illinois
$520K – – –
PCM
1871
Palisade Capital Management
New Jersey
$519K -$176K -4,300 -25%
LF
1872
Lantz Financial
Illinois
$519K – – –
GAM
1873
Gemmer Asset Management
California
$518K +$5.04K +123 +1%
GWA
1874
GGM Wealth Advisors
Maryland
$517K +$123 +3 +0%
SAM
1875
Seelaus Asset Management
New Jersey
$516K -$369K -9,000 -42%
73 74
75
76 77