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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
DAM
1876
Delta Asset Management
Tennessee
$555K +$28.2K +820 +5%
BWM
1877
BigSur Wealth Management
Florida
$555K – – –
CCB
1878
Cutter & Co Brokerage
Missouri
$554K -$60.2K -1,748 -9%
AMBIA
1879
Allen Mooney & Barnes Investment Advisors
Georgia
$553K -$392K -11,395 -41%
WFA
1880
Websterrogers Financial Advisors
South Carolina
$552K – – –
SIA
1881
SkyView Investment Advisors
New Jersey
$551K -$10.2K -297 -2%
AGP
1882
Autumn Glory Partners
Texas
$550K -$14.3K -414 -2%
RWB
1883
RMR Wealth Builders
New Jersey
$550K +$44.3K +1,285 +8%
AAMC
1884
Asset Allocation & Management Company
Illinois
$549K -$217K -6,291 -28%
NFSG
1885
Newbridge Financial Services Group
Florida
$549K -$66.3K -1,925 -10%
GDP
1886
Great Diamond Partners
Maine
$548K -$20.9K -606 -4%
FCFC
1887
First Citizens Financial Corp
Iowa
$546K +$10.3K +300 +2%
CIA
1888
Cladis Investment Advisory
Montana
$545K -$3.41K -99 -0.6%
ADMI
1889
Albert D. Mason Inc
Massachusetts
$545K – – –
KCPG
1890
Kavar Capital Partners Group
Kansas
$544K -$6.34K -184 -1%
TIA
1891
Tiemann Investment Advisors
California
$544K -$27.6K -800 -5%
AFP
1892
Ausdal Financial Partners
Iowa
$544K +$33.8K +980 +6%
PP
1893
PDT Partners
New York
$544K +$34.9K +1,014 +7%
JHP
1894
James Hambro & Partners
United Kingdom
$542K +$564K +16,363 New
IWM
1895
Iams Wealth Management
Nebraska
$542K +$563K +16,358 New
TP
1896
Tranquility Partners
Tennessee
$540K -$31K -900 -5%
VC
1897
Veracity Capital
Georgia
$540K -$4.58K -133 -0.8%
KCM
1898
Kanawha Capital Management
Virginia
$538K +$40.9K +1,186 +8%
SSG
1899
Summit Securities Group
New York
$537K -$6.37M -184,804 -92%
NA
1900
Navellier & Associates
Nevada
$537K +$10.3K +300 +2%
74 75
76
77 78