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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
SIS
1926
Sound Income Strategies
Florida
$107K +$37.7K +1,256 +33%
HFA
1927
HC Financial Advisors
California
$107K +$152K +5,060 New
SIM
1928
Sonora Investment Management
Arizona
$106K +$26.1K +869 +21%
FNBOSM
1929
First National Bank of South Miami
Florida
$105K -$37.7K -1,259 -20%
KFS
1930
Kelly Financial Services
Massachusetts
$102K +$34.6K +1,153 +32%
IUHSA
1931
Itau Unibanco Holding S.A.
Brazil
$101K +$143K +4,779 New
BWL
1932
Bogart Wealth LLC
Virginia
$98K -$59.8K -1,996 -30%
BDWM
1933
Brewin Dolphin Wealth Management
Ireland
$96.3K -$12K -400 -8%
MCM
1934
MV Capital Management
Maryland
$96K – – –
NICM
1935
Neo Ivy Capital Management
New York
$96K +$136K +4,525 New
CHA
1936
Carmichael Hill & Associates
Maryland
$95K +$12.5K +416 +10%
BCM
1937
Blume Capital Management
California
$95K +$24K +800 +22%
MSFP
1938
Mark Sheptoff Financial Planning
Connecticut
$92K +$6K +200 +5%
AAP
1939
Arax Advisory Partners
Colorado
$91K -$44.3K -1,478 -26%
WOC
1940
West Oak Capital
California
$91K – – –
BWA
1941
Burt Wealth Advisors
Maryland
$90K -$11.9K -398 -9%
SIAS
1942
Shine Investment Advisory Services
Colorado
$86K – – –
MFP
1943
Michael F. Price
$85K – – –
OAMG
1944
Odey Asset Management Group
United Kingdom
$85K – – –
SFSIG
1945
San Francisco Sentry Investment Group
California
$80K -$29.5K -984 -21%
JPLA
1946
Joseph P. Lucia & Associates
New York
$79K +$749 +25 +0.7%
LFG
1947
Larson Financial Group
Missouri
$78K +$70.1K +2,339 +173%
CIM
1948
Contravisory Investment Management
Massachusetts
$78K +$111K +3,688 New
BC
1949
Barnett & Company
Tennessee
$77K -$117K -3,897 -52%
APC
1950
Aspire Private Capital
North Carolina
$76K -$738K -24,610 -87%
76 77
78
79 80