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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
AP
2051
Americana Partners
Texas
$264K -$36.9K -1,375 -14%
WP
2052
WMS Partners
Maryland
$263K -$19.2K -718 -8%
FAM
2053
Flaharty Asset Management
Florida
$263K +$232K +8,665 New
BCM
2054
Boltwood Capital Management
California
$262K -$8.04K -300 -3%
HI
2055
Hendershot Investments
Virginia
$262K – – –
WKWM
2056
Walter & Keenan Wealth Management
Indiana
$262K – – –
GFP
2057
Gryphon Financial Partners
Ohio
$261K -$17.7K -662 -7%
TLP
2058
Trinity Legacy Partners
Texas
$261K +$231K +8,618 New
APWA
2059
Atlas Private Wealth Advisors
New Jersey
$260K -$10.5K -393 -4%
NPF
2060
Norris Perne & French
Michigan
$259K -$102K -3,800 -31%
GC
2061
Gilbert & Cook
Iowa
$259K +$228K +8,514 New
JWA
2062
JFS Wealth Advisors
Pennsylvania
$258K – – –
HVP
2063
Hudson Value Partners
Florida
$257K +$229K +8,558 New
PMG
2064
Private Management Group
California
$254K +$225K +8,386 New
BEAM
2065
Baker Ellis Asset Management
Washington
$252K -$18.8K -700 -8%
SFG
2066
Summit Financial Group
West Virginia
$252K +$222K +8,294 New
MG
2067
Mather Group
Illinois
$251K +$222K +8,265 New
KOMWMG
2068
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$250K -$2.14K -80 -1%
GD
2069
Grandfield & Dodd
New York
$250K +$217K +8,086 New
PK
2070
Pflug Koory
Nebraska
$249K +$2.68K +100 +1%
SDAM
2071
Shulman DeMeo Asset Management
New York
$249K +$220K +8,221 New
NWS
2072
Newport Wealth Strategies
California
$248K – – –
SIAG
2073
Signet Investment Advisory Group
Rhode Island
$247K +$218K +8,150 New
NSB
2074
Norway Savings Bank
Maine
$245K +$7.26K +271 +3%
RG
2075
Retirement Group
California
$244K +$77.7K +2,900 +56%
81 82
83
84 85