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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
LCM
1901
Logan Capital Management
Pennsylvania
$345K +$43.7K +1,351 +16%
FFS
1902
Founders Financial Securities
Maryland
$344K +$38.5K +1,191 +14%
ICA
1903
Infrastructure Capital Advisors
New York
$342K +$313K +9,700 New
WAP
1904
Wealthcare Advisory Partners
Pennsylvania
$341K +$6.63K +205 +2%
VCM
1905
Vivaldi Capital Management
Illinois
$338K -$121K -3,744 -28%
AAM
1906
Aureus Asset Management
Massachusetts
$337K +$50.6K +1,565 +20%
FC
1907
Fusion Capital
South Carolina
$336K +$308K +9,545 New
FVWA
1908
Foster Victor Wealth Advisors
South Carolina
$335K -$2.23K -69 -0.7%
HFS
1909
Howard Financial Services
Texas
$334K +$517 +16 +0.2%
MIM
1910
Moseley Investment Management
Florida
$333K -$40K -1,239 -12%
RCA
1911
Resonant Capital Advisors
Wisconsin
$333K +$305K +9,441 New
PA
1912
PFG Advisors
Arizona
$332K +$743 +23 +0.2%
PIMG
1913
Patriot Investment Management Group
Tennessee
$332K +$8.66K +268 +3%
BWM
1914
Brickley Wealth Management
California
$331K -$55.7K -1,725 -16%
VFP
1915
Verus Financial Partners
Virginia
$331K -$4.39K -136 -1%
HI
1916
Hendershot Investments
Virginia
$331K +$71.4K +2,209 +31%
BWAM
1917
Boyd Watterson Asset Management
Ohio
$330K -$194 -6 -0.1%
RHAM
1918
Round Hill Asset Management
California
$330K -$194 -6 -0.1%
BCM
1919
Breiter Capital Management
Florida
$330K – – –
IP
1920
Investment Partners
Ohio
$329K -$20.3K -628 -6%
CB
1921
Community Bank
New York
$328K – – –
SFG
1922
StrategIQ Financial Group
Indiana
$328K +$8.69K +269 +3%
CHA
1923
Cooper/Haims Advisors
New York
$328K +$301K +9,309 New
PMFA
1924
Plante Moran Financial Advisors
Michigan
$327K -$115K -3,560 -28%
BCM
1925
Boltwood Capital Management
California
$326K – – –
75 76
77
78 79