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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
SFS
1876
Summit Financial Strategies
Ohio
$494K -$7.7K -223 -2%
TFF
1877
The Family Firm
Maryland
$493K +$1.86K +54 +0.4%
NFG
1878
Nadler Financial Group
Illinois
$492K +$12.9K +374 +3%
MSA
1879
Marino Stram & Associates
Massachusetts
$490K +$1.03K +30 +0.2%
HFA
1880
Hoover Financial Advisors
Pennsylvania
$490K +$4.14K +120 +1%
CC
1881
Chicago Capital
Illinois
$488K – – –
TAM
1882
Townsend Asset Management
North Carolina
$488K +$587 +17 +0.1%
FNBOMD
1883
First National Bank of Mount Dora
Florida
$488K +$21.6K +625 +5%
LF
1884
Lantz Financial
Illinois
$487K – – –
RP
1885
Rice Partnership
Hawaii
$484K -$27.5K -796 -6%
LNB
1886
Ledyard National Bank
$484K -$3.17K -92 -0.7%
BDFN
1887
Bond & Devick Financial Network
Minnesota
$484K +$2.07K +60 +0.5%
RC
1888
Rinet Company
Massachusetts
$484K +$432K +12,514 New
GAM
1889
Gemmer Asset Management
California
$481K +$345 +10 +0.1%
CI
1890
CX Institutional
Indiana
$480K -$3.11M -90,263 -88%
JSC
1891
Jackson Square Capital
California
$480K +$167K +4,830 +64%
FA
1892
Financial Advisors
Massachusetts
$479K -$8.87K -257 -2%
FSA
1893
Franklin Street Advisors
North Carolina
$479K +$12K +349 +3%
FTC
1894
Farmers Trust Company
Ohio
$477K -$27.6K -800 -6%
KW
1895
KWB Wealth
California
$477K +$6.94K +201 +2%
SFG
1896
SageGuard Financial Group
Tennessee
$477K +$115K +3,334 +37%
BMC
1897
Benin Management Corp
Connecticut
$476K – – –
RFO
1898
RiverGlades Family Offices
Florida
$476K – – –
CFG
1899
Cooper Financial Group
California
$475K -$110K -3,178 -21%
AWM
1900
Aberdeen Wealth Management
Illinois
$474K -$9.87K -286 -2%
74 75
76
77 78