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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
3F
2326
360 Financial
Minnesota
$202K -$8.14K -202 -4%
IIM
2327
Ipswich Investment Management
Massachusetts
$202K +$192K +4,765 New
HI
2328
Human Investing
Oregon
$201K +$190K +4,727 New
PKC
2329
Palmer Knight Company
Florida
$201K +$191K +4,734 New
CFSG
2330
Community Financial Services Group
Vermont
$200K +$190K +4,720 New
SNT
2331
Security National Trust
West Virginia
$199K – – –
HFS
2332
HBC Financial Services
Washington
$198K – – –
TFM
2333
TFC Financial Management
Massachusetts
$198K +$81 +2 +0%
SM
2334
SG3 Management
Puerto Rico
$191K -$4.85M -120,500 -96%
AAP
2335
Arax Advisory Partners
Colorado
$189K +$17.6K +437 +11%
JPLA
2336
Joseph P. Lucia & Associates
New York
$186K -$2.05K -51 -1%
GC
2337
Grace Capital
Massachusetts
$185K +$176K +4,365 New
CWM
2338
Cranbrook Wealth Management
Michigan
$184K – – –
CHA
2339
Carmichael Hill & Associates
Maryland
$175K +$3.34K +83 +2%
BWL
2340
Bogart Wealth LLC
Virginia
$172K +$121 +3 +0.1%
FP
2341
Financial Perspectives
Minnesota
$167K +$28.2K +699 +22%
LCM
2342
Logan Capital Management
Pennsylvania
$166K – – –
EA
2343
Ellsworth Advisors
Ohio
$166K +$157K +3,904 New
HFA
2344
HC Financial Advisors
California
$164K -$40.3K -1,000 -21%
HFM
2345
Harvest Fund Management
China
$160K – – –
BMD
2346
Better Money Decisions
New Mexico
$158K – – –
CAM
2347
Costello Asset Management
Pennsylvania
$158K +$524 +13 +0.4%
PMAM
2348
Penn Mutual Asset Management
Pennsylvania
$155K -$113K -2,800 -46%
ACM
2349
Adalta Capital Management
New York
$155K – – –
RTC
2350
Riverview Trust Company
Washington
$154K – – –
92 93
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