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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
AIA
2051
Arcadia Investment Advisors
Idaho
$16.9K +$17.4K +700 New
HWM
2052
HighMark Wealth Management
Minnesota
$16K -$1.84K -74 -11%
SSWG
2053
Seven Springs Wealth Group
Tennessee
$16K – – –
PCTC
2054
Perkins Coie Trust Company
Washington
$15K – – –
BAMG
2055
Brand Asset Management Group
Missouri
$14K – – –
CWM
2056
Cranbrook Wealth Management
Michigan
$14K – – –
CYG
2057
Clean Yield Group
Vermont
$13K – – –
NIM
2058
NuWave Investment Management
New Jersey
$12K +$2.76K +111 +29%
CAGAS
2059
Capital Advisory Group Advisory Services
Minnesota
$10K – – –
CAM
2060
ClariVest Asset Management
California
$9K -$1.74K -70 -15%
CTB
2061
Country Trust Bank
Illinois
$8K – – –
PAI
2062
Pittenger & Anderson Inc
Nebraska
$8K – – –
LWA
2063
Lenox Wealth Advisors
New York
$7K -$20K -804 -73%
LF
2064
Lee Financial
Texas
$7K -$15K -601 -66%
JWM
2065
Janiczek Wealth Management
Colorado
$7K -$9.69K -389 -57%
NC
2066
NewSquare Capital
Pennsylvania
$7K -$5.65K -227 -43%
WLPWM
2067
Walled Lake Planning & Wealth Management
Illinois
$7K – – –
IFAM
2068
Institutional & Family Asset Management
Colorado
$7K +$25 +1 +0.3%
PFA
2069
Professional Financial Advisors
Nebraska
$7K +$7.47K +300 New
WAS
2070
Winch Advisory Services
Wisconsin
$6K -$3.66K -147 -36%
HCA
2071
Horan Capital Advisors
Ohio
$6K +$5.95K +239 New
CWM
2072
Cedar Wealth Management
California
$5K – – –
FCAS
2073
First Command Advisory Services
Texas
$5K – – –
HS
2074
Horan Securities
United States
$5K – – –
HB
2075
Horizon Bancorp
Indiana
$5K – – –
81 82
83
84 85