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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
EFA
2051
Evernest Financial Advisors
Indiana
$507K +$698K +15,324 New
CHA
2052
Cooper/Haims Advisors
New York
$505K +$22.8K +500 +5%
IIC
2053
Integrated Investment Consultants
Michigan
$505K +$35K +769 +7%
JFGIW
2054
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$505K +$86.9K +1,908 +20%
MTWM
2055
Masso Torrence Wealth Management
New Jersey
$505K +$517K +11,350 New
HIP
2056
HUB Investment Partners
Texas
$504K +$53.6K +1,177 +12%
RFO
2057
RiverGlades Family Offices
Florida
$503K – – –
MFC
2058
Mechanics Financial Corp
Ohio
$502K +$514K +11,273 New
SIC
2059
Sigma Investment Counselors
Michigan
$501K +$21.5K +472 +4%
MCP
2060
Mirador Capital Partners
California
$500K +$8.43K +185 +2%
CRWM
2061
Castle Rock Wealth Management
California
$500K +$36.2K +795 +8%
C
2062
CEDRUS
Colorado
$499K +$511K +11,221 New
JSL
2063
JT Stratford LLC
Georgia
$499K +$5.38K +118 +1%
VNA
2064
Valley National Advisers
Pennsylvania
$499K +$41.8K +918 +9%
SIMG
2065
Sonora Investment Management Group
Arizona
$499K +$511K +11,208 New
SEIA
2066
Signature Estate & Investment Advisors
California
$497K +$38.6K +848 +8%
VAM
2067
Vienna Asset Management
California
$497K +$509K +11,170 New
SVCP
2068
Silicon Valley Capital Partners
California
$494K +$97K +2,129 +24%
CG
2069
Corundum Group
Colorado
$493K +$86.4K +1,896 +21%
CNWM
2070
Clay Northam Wealth Management
California
$493K +$504K +11,074 New
SAM
2071
Smithbridge Asset Management
Pennsylvania
$492K – – –
FUBT
2072
First United Bank & Trust
Maryland
$492K +$36.4K +800 +8%
FSA
2073
Franklin Street Advisors
North Carolina
$491K -$28.2K -620 -5%
PMFA
2074
Plante Moran Financial Advisors
Michigan
$488K -$742K -16,285 -60%
BG
2075
Benedetti & Gucer
Georgia
$488K +$11.9K +262 +2%
81 82
83
84 85