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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
RFM
1926
Royal Fund Management
Florida
$107K -$4.5K -150 -3%
SIS
1927
Sound Income Strategies
Florida
$107K +$37.7K +1,256 +33%
HFA
1928
HC Financial Advisors
California
$107K +$152K +5,060 New
SIM
1929
Sonora Investment Management
Arizona
$106K +$26.1K +869 +21%
FNBOSM
1930
First National Bank of South Miami
Florida
$105K -$37.7K -1,259 -20%
KFS
1931
Kelly Financial Services
Massachusetts
$102K +$34.6K +1,153 +32%
IUHSA
1932
Itau Unibanco Holding S.A.
Brazil
$101K +$143K +4,779 New
BWL
1933
Bogart Wealth LLC
Virginia
$98K -$59.8K -1,996 -30%
BDWM
1934
Brewin Dolphin Wealth Management
Ireland
$96.3K -$12K -400 -8%
MCM
1935
MV Capital Management
Maryland
$96K – – –
NICM
1936
Neo Ivy Capital Management
New York
$96K +$136K +4,525 New
CHA
1937
Carmichael Hill & Associates
Maryland
$95K +$12.5K +416 +10%
BCM
1938
Blume Capital Management
California
$95K +$24K +800 +22%
MSFP
1939
Mark Sheptoff Financial Planning
Connecticut
$92K +$6K +200 +5%
AAP
1940
Arax Advisory Partners
Colorado
$91K -$44.3K -1,478 -26%
WOC
1941
West Oak Capital
California
$91K – – –
BWA
1942
Burt Wealth Advisors
Maryland
$90K -$11.9K -398 -9%
SIAS
1943
Shine Investment Advisory Services
Colorado
$86K – – –
MFP
1944
Michael F. Price
$85K – – –
OAMG
1945
Odey Asset Management Group
United Kingdom
$85K – – –
SFSIG
1946
San Francisco Sentry Investment Group
California
$80K -$29.5K -984 -21%
JPLA
1947
Joseph P. Lucia & Associates
New York
$79K +$749 +25 +0.7%
LFG
1948
Larson Financial Group
Missouri
$78K +$70.1K +2,339 +173%
CIM
1949
Contravisory Investment Management
Massachusetts
$78K +$111K +3,688 New
BC
1950
Barnett & Company
Tennessee
$77K -$117K -3,897 -52%
76 77
78
79 80