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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
MG
2126
Mather Group
Illinois
$208K +$191K +5,916 New
DBRC
2127
D.B. Root & Company
Pennsylvania
$208K +$192K +5,931 New
DP
2128
DDD Partners
Washington
$207K +$190K +5,865 New
BFIM
2129
Beese Fulmer Investment Management
Ohio
$207K +$190K +5,866 New
SWRP
2130
Summit Wealth & Retirement Planning
California
$206K +$189K +5,848 New
W
2131
WealthOne
New York
$205K +$188K +5,817 New
JGIA
2132
Jackson Grant Investment Advisers
Connecticut
$204K +$3.33K +103 +2%
BCM
2133
Bayesian Capital Management
New York
$204K +$187K +5,800 New
VST
2134
Van Strum & Towne
California
$204K +$187K +5,800 New
HFS
2135
HBC Financial Services
Washington
$204K +$191K +5,899 New
FIA
2136
Foundations Investment Advisors
Arizona
$203K -$107K -3,310 -36%
AAP
2137
Arax Advisory Partners
Colorado
$203K +$452 +14 +0.2%
IC
2138
Inverness Counsel
New York
$203K +$187K +5,776 New
W
2139
Wealthquest
Ohio
$202K +$186K +5,741 New
JWM
2140
JGP Wealth Management
Oregon
$202K +$188K +5,806 New
BFC
2141
Bedel Financial Consulting
Indiana
$201K -$7.56K -234 -4%
TVAMP
2142
Tennessee Valley Asset Management Partners
Tennessee
$201K +$184K +5,703 New
CAM
2143
Concorde Asset Management
Michigan
$200K +$184K +5,679 New
TYCC
2144
Texas Yale Capital Corp
Florida
$200K +$184K +5,681 New
RHP
2145
Royal Harbor Partners
Texas
$200K +$184K +5,691 New
TPW
2146
TL Private Wealth
Texas
$200K +$187K +5,776 New
WCG
2147
Weaver Consulting Group
California
$194K +$19.6K +606 +10%
CIS
2148
Capital International Sarl
California
$194K +$178K +5,515 New
PW
2149
Price Wealth
Texas
$190K +$58.2K +1,800 +50%
FWC
2150
First Washington Corp
Washington
$190K +$175K +5,403 New
84 85
86
87 88