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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
AFS
1926
Annapolis Financial Services
Maryland
$449K +$104 +3 +0%
IFG
1927
Investors Financial Group
Minnesota
$447K +$398K +11,545 New
CPSC
1928
Carl P. Sherr & Co
Massachusetts
$446K +$104 +3 +0%
CRWM
1929
Castle Rock Wealth Management
California
$446K +$36K +1,044 +10%
SWM
1930
Segment Wealth Management
Texas
$444K +$19.7K +571 +5%
TWM
1931
Titus Wealth Management
California
$443K -$966 -28 -0.2%
FBFS
1932
First Business Financial Services
Wisconsin
$442K +$22.4K +650 +6%
PFA
1933
Pure Financial Advisors
California
$438K -$46.6K -1,351 -11%
B
1934
Brightworth
Georgia
$436K +$104 +3 +0%
BSB
1935
Bangor Savings Bank
Maine
$434K -$19.6K -567 -5%
SAG
1936
Spotlight Asset Group
Illinois
$433K -$50.3K -1,459 -12%
BCP
1937
Berkeley Capital Partners
Georgia
$433K -$4.8K -139 -1%
SIC
1938
Sigma Investment Counselors
Michigan
$431K -$79.9K -2,315 -17%
OR
1939
Olympiad Research
Connecticut
$429K -$73.1K -2,117 -16%
GC
1940
Gratus Capital
Georgia
$429K +$13.4K +389 +4%
BIA
1941
BHK Investment Advisors
Alabama
$424K – – –
TIA
1942
Traphagen Investment Advisors
New Jersey
$422K -$49.7K -1,440 -10%
NQWM
1943
Northwest Quadrant Wealth Management
Oregon
$422K +$8.42K +244 +2%
SIA
1944
Soltis Investment Advisors
Utah
$421K -$187K -5,426 -33%
KTC
1945
Kistler-Tiffany Companies
Pennsylvania
$420K -$4.04K -117 -1%
LC
1946
LCNB Corp
Ohio
$420K – – –
JWA
1947
JFS Wealth Advisors
Pennsylvania
$419K +$79.1K +2,293 +27%
PP
1948
PDS Planning
Ohio
$416K +$9.83K +285 +3%
SJL
1949
Shayne & Jacobs LLC
Tennessee
$414K – – –
SCG
1950
Sonata Capital Group
Washington
$412K – – –
76 77
78
79 80