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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
M
1951
MOTCO
Texas
$198K -$60.9K -2,118 -24%
KWA
1952
KCS Wealth Advisory
California
$196K +$193K +6,727 New
EIP
1953
Ellis Investment Partners
Pennsylvania
$195K -$13.9K -485 -7%
HI
1954
Human Investing
Oregon
$191K -$3.45K -120 -2%
BL
1955
Balentine LLC
Georgia
$188K +$127K +4,423 +221%
PFO
1956
Pathstone Family Office
New Jersey
$187K -$38.8K -1,350 -17%
WCG
1957
Weaver Consulting Group
California
$187K +$69.2K +2,408 +66%
TFGT
1958
TS Financial Group (TSFG)
Illinois
$184K +$2.73K +95 +2%
FNBOSM
1959
First National Bank of South Miami
Florida
$183K -$1.29K -45 -0.7%
PB
1960
Pinnacle Bancorp
Nebraska
$182K +$19.8K +687 +12%
RFWA
1961
RPg Family Wealth Advisory
Massachusetts
$181K – – –
BWL
1962
Bogart Wealth LLC
Virginia
$181K – – –
ONST
1963
Old North State Trust
North Carolina
$176K +$40.5K +1,410 +31%
PRC
1964
Pearl River Capital
Michigan
$174K +$124K +4,303 +258%
BFC
1965
Bedel Financial Consulting
Indiana
$173K -$40.1K -1,394 -19%
WC
1966
Whitnell & Co
Illinois
$173K +$891 +31 +0.5%
AAP
1967
Arax Advisory Partners
Colorado
$168K +$86.7K +3,016 +110%
JGIA
1968
Jackson Grant Investment Advisers
Connecticut
$166K +$546 +19 +0.3%
FBT
1969
First Bank & Trust
South Dakota
$166K +$30.3K +1,054 +23%
VCM
1970
Versant Capital Management
Arizona
$164K -$8.28K -288 -5%
BDWM
1971
Brewin Dolphin Wealth Management
Ireland
$163K -$51.8K -1,800 -24%
WA
1972
Winfield Associates
Ohio
$160K -$11.7K -406 -7%
LF
1973
Lee Financial
Texas
$160K +$1.01K +35 +0.6%
WOC
1974
West Oak Capital
California
$158K -$38.9K -1,354 -20%
FGAM
1975
Financial Gravity Asset Management
Texas
$157K -$35.9K -1,250 -19%
77 78
79
80 81