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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
1876
Cladis Investment Advisory
Montana
$630K -$6.87K -200 -1%
SCP
1877
Sivia Capital Partners
California
$630K +$44.5K +1,295 +8%
PCM
1878
Pointe Capital Management
Michigan
$629K +$6.87K +200 +1%
SCA
1879
STALEY CAPITAL ADVISERS
Pennsylvania
$628K -$72.3K -2,105 -11%
AIS
1880
AM Investment Strategies
Tennessee
$626K -$13.8K -401 -2%
GA
1881
Geller Advisors
New York
$626K -$12.7K -369 -2%
PCA
1882
Prosperity Capital Advisors
Ohio
$626K +$191K +5,559 +51%
AWP
1883
Ascent Wealth Partners
New York
$626K +$17.9K +522 +3%
FHC
1884
First Heartland Consultants
Missouri
$625K -$23.4K -681 -4%
UWS
1885
Unique Wealth Strategies
Illinois
$625K +$204K +5,944 +56%
EFA
1886
Evernest Financial Advisors
Indiana
$625K -$255K -7,417 -31%
FTC
1887
Farmers Trust Company
Ohio
$621K -$46.2K -1,347 -8%
SFA
1888
Semmax Financial Advisors
North Carolina
$620K +$35.4K +1,031 +7%
GCAC
1889
Guardian Capital Advisors (Canada)
Ontario, Canada
$619K -$6.28K -183 -1%
BFA
1890
Benedict Financial Advisors
Georgia
$619K -$25.5K -743 -4%
WCM
1891
Whitener Capital Management
North Carolina
$618K -$49.1K -1,431 -8%
MWA
1892
Muirfield Wealth Advisors
North Carolina
$615K – – –
LWA
1893
Ledgewood Wealth Advisors
New Hampshire
$614K -$10.3K -300 -2%
VCP
1894
Verus Capital Partners
Arizona
$613K -$12K -349 -2%
SIG
1895
Sky Investment Group
Connecticut
$613K – – –
WFI
1896
West Family Investments
California
$613K +$555K +16,159 New
WA
1897
Wambolt & Associates
Colorado
$612K -$360K -10,479 -39%
WIM
1898
WealthPlan Investment Management
Nebraska
$611K +$2.75K +80 +0.5%
SWM
1899
Selective Wealth Management
Virginia
$611K -$23.7K -689 -4%
FFO
1900
Fortitude Family Office
Arizona
$610K – – –
74 75
76
77 78