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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
PAIM
2151
Punch & Associates Investment Management
Minnesota
$438K – – –
ML
2152
McAdam LLC
Pennsylvania
$438K +$13.5K +297 +3%
BCP
2153
Berkeley Capital Partners
Georgia
$436K -$3.1K -68 -0.7%
FH
2154
FWG Holdings
Florida
$436K +$23.5K +515 +6%
VA
2155
Valmark Advisers
Ohio
$436K +$59.9K +1,315 +15%
SPP
2156
Single Point Partners
Massachusetts
$435K +$446K +9,780 New
GEA
2157
Glen Eagle Advisors
New Jersey
$434K +$9.66K +212 +2%
CCM
2158
Carlson Capital Management
Minnesota
$434K +$41.7K +916 +10%
FMP
2159
Financial Management Professionals
Texas
$433K -$3.65K -80 -0.8%
SIS
2160
Sound Income Strategies
Florida
$432K +$199K +4,361 +81%
OTPPB
2161
Ontario Teachers' Pension Plan Board
Ontario, Canada
$432K +$442K +9,706 New
RWM
2162
Rockwood Wealth Management
Pennsylvania
$432K +$442K +9,710 New
FA
2163
Fermata Advisors
California
$431K +$37.7K +827 +9%
OBWG
2164
Onyx Bridge Wealth Group
New York
$431K +$40.9K +898 +11%
CA
2165
Continuum Advisory
Idaho
$430K -$3.69K -81 -0.8%
FBT
2166
First Bank & Trust
South Dakota
$430K +$33.8K +743 +8%
BIM
2167
Bridgecreek Investment Management
Oklahoma
$429K – – –
UF
2168
Univest Financial
Pennsylvania
$429K +$6.38K +140 +1%
NEPPG
2169
New England Professional Planning Group
Rhode Island
$429K +$13.7K +300 +4%
MAG
2170
Mayfair Advisory Group
Alabama
$429K +$84.8K +1,861 +26%
CAC
2171
Certified Advisory Corp
Florida
$426K +$911 +20 +0.2%
BFIM
2172
Beese Fulmer Investment Management
Ohio
$426K +$27.3K +600 +7%
BST
2173
Bath Savings Trust
Maine
$425K – – –
MHR
2174
Matthew Hamilton Rosenberg
$423K +$104K +2,280 +32%
CCT
2175
Capital City Trust
Florida
$422K -$38.7K -850 -8%
85 86
87
88 89