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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
IA
1876
IFG Advisors
Missouri
$243K – – –
AMCA
1877
Arthur M. Cohen & Associates
Illinois
$242K -$33.6K -1,423 -12%
MIM
1878
Moseley Investment Management
Florida
$242K +$11.5K +488 +5%
BPGAM
1879
BTG Pactual Global Asset Management
Bermuda
$242K +$240K +10,175 New
MSA
1880
Marino Stram & Associates
Massachusetts
$241K -$1.02K -43 -0.4%
TWM
1881
Titus Wealth Management
California
$241K +$236 +10 +0.1%
RCYC
1882
Richard C. Young & Co
Rhode Island
$241K +$240K +10,150 New
WGA
1883
Weather Gauge Advisory
Virginia
$240K – – –
CAM
1884
Cypress Asset Management
Texas
$240K +$239K +10,107 New
EIP
1885
Easterly Investment Partners
Massachusetts
$239K -$1.23M -52,058 -84%
VBFP
1886
Valtinson Bruner Financial Planning
Minnesota
$239K – – –
JAM
1887
Jupiter Asset Management
United Kingdom
$238K -$211K -8,943 -47%
NQWM
1888
Northwest Quadrant Wealth Management
Oregon
$238K -$16.4K -692 -6%
RCM
1889
Requisite Capital Management
Texas
$238K – – –
CAC
1890
Certified Advisory Corp
Florida
$238K +$1.42K +60 +0.6%
SIA
1891
Starfire Investment Advisers
Michigan
$237K +$236K +9,985 New
B
1892
Bellecapital
Switzerland
$236K -$192K -8,139 -45%
BWAM
1893
Boyd Watterson Asset Management
Ohio
$236K – – –
CIM
1894
Confluence Investment Management
Missouri
$236K – – –
FVWA
1895
Foster Victor Wealth Advisors
South Carolina
$236K +$235K +9,934 New
IIM
1896
Ironwood Investment Management
Massachusetts
$235K -$851 -36 -0.4%
WP
1897
WMS Partners
Maryland
$234K -$83.3K -3,524 -26%
CHA
1898
Cooper/Haims Advisors
New York
$234K +$233K +9,870 New
BC
1899
Brio Consultants
California
$233K -$7.3K -309 -3%
CA
1900
Continuum Advisory
Idaho
$233K +$237K +10,024 New
74 75
76
77 78