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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
LPIC
1951
LeJeune Puetz Investment Counsel
Michigan
$204K -$233K -9,850 -53%
UBV
1952
United Bank (Virginia)
Virginia
$204K +$202K +8,561 New
THWM
1953
Taylor Hoffman Wealth Management
Virginia
$202K -$34.5K -1,459 -15%
LF
1954
LifeSteps Financial
California
$202K +$201K +8,494 New
SMH
1955
Sanders Morris Harris
Texas
$202K +$201K +8,519 New
OAM
1956
Oak Asset Management
California
$200K +$199K +8,422 New
PK
1957
Pflug Koory
Nebraska
$192K – – –
BFIM
1958
Beese Fulmer Investment Management
Ohio
$187K +$186K +7,866 New
NSB
1959
Norway Savings Bank
Maine
$186K +$3.97K +168 +2%
JWA
1960
JFS Wealth Advisors
Pennsylvania
$184K +$148K +6,252 +424%
PCFFS
1961
Pacific Center for Financial Services
California
$180K +$21.3K +900 +13%
SNT
1962
Security National Trust
West Virginia
$173K – – –
HGWM
1963
Harvest Group Wealth Management
Massachusetts
$172K +$685 +29 +0.4%
FWM
1964
FSA Wealth Management
Massachusetts
$166K -$9.71K -411 -6%
FA
1965
Fortis Advisors
Pennsylvania
$164K -$394K -16,667 -71%
GC
1966
Grace Capital
Massachusetts
$164K +$163K +6,905 New
VIM
1967
Veritas Investment Management
United Kingdom
$161K +$161K +6,800 New
PIMG
1968
Patriot Investment Management Group
Tennessee
$160K -$64.6K -2,736 -29%
VCM
1969
Versant Capital Management
Arizona
$159K – – –
RWB
1970
RMR Wealth Builders
New Jersey
$157K +$156K +6,593 New
TFGT
1971
TS Financial Group (TSFG)
Illinois
$154K +$2.74K +116 +2%
EIP
1972
Ellis Investment Partners
Pennsylvania
$152K +$520 +22 +0.3%
CG
1973
Carmignac Gestion
France
$150K +$151K +6,400 New
JGIA
1974
Jackson Grant Investment Advisers
Connecticut
$146K +$8.39K +355 +6%
CFO
1975
CVA Family Office
Colorado
$146K +$8.6K +364 +6%
77 78
79
80 81