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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
RPG
1926
Resource Planning Group
Georgia
$464K +$28.7K +699 +7%
SIC
1927
Sigma Investment Counselors
Michigan
$463K +$3.73K +91 +0.8%
CRWM
1928
Castle Rock Wealth Management
California
$462K -$19.9K -485 -4%
WA
1929
Waddell & Associates
Tennessee
$462K +$460K +11,212 New
LA
1930
LVW Advisors
New York
$459K -$68.8K -1,678 -13%
PFA
1931
Pure Financial Advisors
California
$458K -$7.95K -194 -2%
MCM
1932
Monument Capital Management
Virginia
$457K +$455K +11,093 New
SAM
1933
Smithbridge Asset Management
Pennsylvania
$456K +$20.5K +500 +5%
SIM
1934
Sonora Investment Management
Arizona
$456K +$145K +3,527 +47%
RCM
1935
Requisite Capital Management
Texas
$455K -$82K -2,000 -15%
HWMA
1936
Heritage Wealth Management (Arizona)
Arizona
$455K -$47.4K -1,157 -9%
MCP
1937
Mirador Capital Partners
California
$455K +$19.8K +484 +5%
FNBOSM
1938
First National Bank of South Miami
Florida
$451K +$22.4K +546 +5%
SICM
1939
Sustainable Insight Capital Management
New York
$449K +$24.6K +600 +6%
VNA
1940
Valley National Advisers
Pennsylvania
$449K +$63.6K +1,552 +17%
FWM
1941
FFT Wealth Management
Pennsylvania
$449K +$447K +10,898 New
HI
1942
Humankind Investments
New York
$448K +$91.4K +2,229 +26%
BHA
1943
Beech Hill Advisors
New York
$447K -$398K -9,700 -47%
NQWM
1944
Northwest Quadrant Wealth Management
Oregon
$447K +$1.11K +27 +0.2%
CHA
1945
Cooper/Haims Advisors
New York
$447K +$39.7K +968 +10%
CRI
1946
Colonial River Investments
Virginia
$445K +$16.1K +393 +4%
SFG
1947
Summit Financial Group
West Virginia
$445K +$102K +2,500 +30%
SPP
1948
Single Point Partners
Massachusetts
$444K +$442K +10,772 New
AFS
1949
Annapolis Financial Services
Maryland
$443K -$35.4K -864 -7%
CBFP
1950
Cedar Brook Financial Partners
Ohio
$443K +$60.1K +1,466 +16%
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78
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