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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
FRM
2076
Fox Run Management
Connecticut
$324K +$289K +8,367 New
AC
2077
Avestar Capital
New York
$323K +$278K +8,061 New
PG
2078
Patten Group
Tennessee
$323K +$288K +8,348 New
LIG
2079
Lokken Investment Group
Delaware
$322K +$287K +8,312 New
OWA
2080
Opal Wealth Advisors
New York
$321K +$47K +1,361 +20%
MFW
2081
Mosaic Family Wealth
Missouri
$321K +$55.2K +1,600 +24%
SFG
2082
Summit Financial Group
West Virginia
$320K – – –
FMP
2083
Financial Management Professionals
Texas
$320K +$51.6K +1,494 +22%
CWM
2084
Cabot Wealth Management
Massachusetts
$320K +$285K +8,261 New
BCM
2085
Boltwood Capital Management
California
$319K -$13.8K -400 -5%
FNT
2086
First Nebraska Trust
Nebraska
$318K +$283K +8,215 New
PK
2087
Pflug Koory
Nebraska
$317K – – –
CCM
2088
Carlson Capital Management
Minnesota
$317K +$1.31K +38 +0.5%
SAMT
2089
Select Asset Management & Trust
Pennsylvania
$317K +$27.4K +793 +11%
FBT
2090
First Bank & Trust
South Dakota
$316K +$88.9K +2,576 +46%
BWP
2091
BSW Wealth Partners
Colorado
$313K -$251K -7,270 -47%
WWM
2092
Wolff Wiese Magana
California
$313K -$44.5K -1,289 -14%
GWM
2093
Gray Wealth Management
Maine
$313K +$3.69K +107 +1%
ACA
2094
Ackerman Capital Advisors
Texas
$313K +$280K +8,100 New
NSB
2095
Norway Savings Bank
Maine
$312K – – –
SIAG
2096
Signet Investment Advisory Group
Rhode Island
$311K -$3.45K -100 -1%
UBV
2097
United Bank (Virginia)
Virginia
$310K -$44.2K -1,281 -14%
TC
2098
Tacita Capital
Ontario, Canada
$310K – – –
BA
2099
Bridgewater Advisors
New York
$309K +$259K +7,499 New
BFIM
2100
Beese Fulmer Investment Management
Ohio
$308K – – –
82 83
84
85 86