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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
ATWA
2076
Arbor Trust Wealth Advisors
Michigan
$345K +$53.3K +1,300 +18%
CA
2077
Centerpoint Advisors
Massachusetts
$342K +$36.6K +894 +12%
VFP
2078
Verus Financial Partners
Virginia
$341K -$4.8K -117 -1%
ACM
2079
Aljian Capital Management
Nevada
$340K -$16.4K -400 -5%
FNT
2080
First Nebraska Trust
Nebraska
$339K – – –
GSBTD
2081
Glenview State Bank Trust Department
Illinois
$338K -$36.9K -900 -10%
PK
2082
Pflug Koory
Nebraska
$338K – – –
JWA
2083
JFS Wealth Advisors
Pennsylvania
$337K -$109K -2,647 -24%
VCM
2084
Vivaldi Capital Management
Illinois
$337K -$60.8K -1,483 -15%
SCM
2085
Sterneck Capital Management
Missouri
$337K -$5K -122 -1%
SAMT
2086
Select Asset Management & Trust
Pennsylvania
$337K – – –
NCM
2087
Narwhal Capital Management
Georgia
$336K +$23.2K +567 +7%
CRCM
2088
Corbett Road Capital Management
Virginia
$335K -$47.6K -1,160 -12%
WOSD
2089
WFA of San Diego
California
$334K -$16.8K -410 -5%
GWM
2090
Gray Wealth Management
Maine
$334K +$205 +5 +0.1%
JFGLC
2091
Johnson Financial Group LLC (Colorado)
Colorado
$334K +$332K +8,095 New
AP
2092
Arlington Partners
Alabama
$332K -$82.3K -2,008 -20%
PWM
2093
Prentice Wealth Management
New York
$332K +$97.1K +2,369 +42%
UBV
2094
United Bank (Virginia)
Virginia
$331K – – –
WP
2095
WMS Partners
Maryland
$330K -$27.9K -681 -8%
TC
2096
Tacita Capital
Ontario, Canada
$330K – – –
TLP
2097
Trinity Legacy Partners
Texas
$330K – – –
BFIM
2098
Beese Fulmer Investment Management
Ohio
$328K – – –
WW
2099
Westshore Wealth
California
$328K +$2.05K +50 +0.6%
KWA
2100
KCS Wealth Advisory
California
$327K -$291K -7,106 -47%
82 83
84
85 86