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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
2151
EPG Wealth Management
Georgia
$184K +$169K +5,234 New
M
2152
MOTCO
Texas
$183K -$52.3K -1,618 -24%
RFM
2153
Royal Fund Management
Florida
$183K -$2.84K -88 -2%
VCM
2154
Versant Capital Management
Arizona
$181K -$15.5K -479 -9%
WA
2155
Winfield Associates
Ohio
$176K -$16.2K -500 -9%
NG
2156
NWK Group
California
$175K +$161K +4,974 New
BDWM
2157
Brewin Dolphin Wealth Management
Ireland
$174K -$21.2K -655 -12%
SFSIG
2158
San Francisco Sentry Investment Group
California
$167K +$2.42K +75 +2%
RG
2159
Retirement Group
California
$165K +$151K +4,677 New
BWA
2160
Burt Wealth Advisors
Maryland
$164K +$13K +401 +9%
MCM
2161
MV Capital Management
Maryland
$160K -$6.11K -189 -4%
LF
2162
Lee Financial
Texas
$158K -$31.8K -985 -18%
FGAM
2163
Financial Gravity Asset Management
Texas
$157K -$14K -432 -8%
VCM
2164
Vigilant Capital Management
Maine
$157K +$89.4K +2,765 +163%
WOC
2165
West Oak Capital
California
$150K -$37.2K -1,150 -21%
HIIFS
2166
Harel Insurance Investments & Financial Services
Israel
$148K -$730K -22,599 -84%
MSFP
2167
Mark Sheptoff Financial Planning
Connecticut
$145K – – –
SIM
2168
Sonora Investment Management
Arizona
$145K +$133K +4,109 New
CHA
2169
Carmichael Hill & Associates
Maryland
$144K +$132K +4,076 New
SIAS
2170
Shine Investment Advisory Services
Colorado
$143K +$17.6K +546 +16%
MS
2171
Mizuho Securities
Japan
$141K -$281K -8,700 -69%
MFP
2172
Michael F. Price
$141K -$97K -3,000 -43%
OAMG
2173
Odey Asset Management Group
United Kingdom
$141K – – –
BEAM
2174
Baker Ellis Asset Management
Washington
$134K -$388K -12,000 -76%
SIS
2175
Sound Income Strategies
Florida
$134K – – –
85 86
87
88 89