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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
HI
2326
Human Investing
Oregon
$201K +$190K +4,727 New
PKC
2327
Palmer Knight Company
Florida
$201K +$191K +4,734 New
CFSG
2328
Community Financial Services Group
Vermont
$200K +$190K +4,720 New
SNT
2329
Security National Trust
West Virginia
$199K – – –
HFS
2330
HBC Financial Services
Washington
$198K – – –
TFM
2331
TFC Financial Management
Massachusetts
$198K +$81 +2 +0%
SM
2332
SG3 Management
Puerto Rico
$191K -$4.85M -120,500 -96%
AAP
2333
Arax Advisory Partners
Colorado
$189K +$17.6K +437 +11%
JPLA
2334
Joseph P. Lucia & Associates
New York
$186K -$2.05K -51 -1%
GC
2335
Grace Capital
Massachusetts
$185K +$176K +4,365 New
CWM
2336
Cranbrook Wealth Management
Michigan
$184K – – –
CHA
2337
Carmichael Hill & Associates
Maryland
$175K +$3.34K +83 +2%
BWL
2338
Bogart Wealth LLC
Virginia
$172K +$121 +3 +0.1%
FP
2339
Financial Perspectives
Minnesota
$167K +$28.2K +699 +22%
LCM
2340
Logan Capital Management
Pennsylvania
$166K – – –
EA
2341
Ellsworth Advisors
Ohio
$166K +$157K +3,904 New
HFA
2342
HC Financial Advisors
California
$164K -$40.3K -1,000 -21%
HFM
2343
Harvest Fund Management
China
$160K – – –
BMD
2344
Better Money Decisions
New Mexico
$158K – – –
CAM
2345
Costello Asset Management
Pennsylvania
$158K +$524 +13 +0.4%
PMAM
2346
Penn Mutual Asset Management
Pennsylvania
$155K -$113K -2,800 -46%
ACM
2347
Adalta Capital Management
New York
$155K – – –
RTC
2348
Riverview Trust Company
Washington
$154K – – –
ODG
2349
O'Dell Group
Ohio
$152K +$144K +3,585 New
TC
2350
Trust Company
Kansas
$150K -$5.44K -135 -4%
92 93
94
95 96