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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
CIM
1876
Confluence Investment Management
Missouri
$366K +$226 +7 +0.1%
BC
1877
Brio Consultants
California
$365K -$28.7K -889 -8%
PCMC
1878
Paragon Capital Management (Colorado)
Colorado
$365K -$8.53K -264 -2%
QCI
1879
Quaker Capital Investments
Pennsylvania
$365K – – –
SCM
1880
Sterneck Capital Management
Missouri
$364K -$23K -713 -6%
B
1881
Brightworth
Georgia
$362K -$47.8K -1,478 -13%
BA
1882
Bristlecone Advisors
Washington
$361K +$331K +10,251 New
BHWM
1883
Bar Harbor Wealth Management
New Hampshire
$359K -$26.9K -833 -8%
CPC
1884
Consolidated Planning Corp
Georgia
$359K +$329K +10,193 New
TAM
1885
Tradition Asset Management
Virginia
$356K – – –
WGA
1886
Weather Gauge Advisory
Virginia
$356K – – –
IIM
1887
Ipswich Investment Management
Massachusetts
$355K -$3.23K -100 -1%
MSA
1888
Marino Stram & Associates
Massachusetts
$355K +$517 +16 +0.2%
XSC
1889
X-Square Capital
Puerto Rico
$353K +$2.49K +77 +0.8%
SAM
1890
Smithbridge Asset Management
Pennsylvania
$352K – – –
PIM
1891
Penobscot Investment Management
Massachusetts
$351K -$323 -10 -0.1%
IA
1892
IFG Advisors
Missouri
$350K – – –
LFASL
1893
Lugano Financial Advisors SA (LFA)
Switzerland
$350K +$321K +9,925 New
CAC
1894
Certified Advisory Corp
Florida
$349K -$3.52K -109 -1%
GC
1895
Grace Capital
Massachusetts
$349K – – –
SIG
1896
Schaller Investment Group
North Carolina
$349K – – –
JLBC
1897
J.L. Bainbridge & Co
Florida
$347K – – –
PEA
1898
Pacific Edge Advisors
California
$347K +$71.4K +2,210 +29%
HCA
1899
Heck Capital Advisors
Wisconsin
$346K +$11.9K +369 +4%
LCM
1900
Logan Capital Management
Pennsylvania
$345K +$43.7K +1,351 +16%
74 75
76
77 78