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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
2326
BluePath Capital Management
Georgia
$220K +$238K +8,034 New
GD
2327
Grandfield & Dodd
New York
$220K – – –
VCM
2328
Vivaldi Capital Management
Illinois
$219K +$17.7K +597 +8%
TCOT
2329
Trust Company of Toledo
Ohio
$219K -$25.6K -865 -10%
WFS
2330
Widmann Financial Services
Maryland
$219K +$25K +845 +12%
SAM
2331
Strategy Asset Managers
California
$219K +$118 +4 +0.1%
JCM
2332
Jacobsen Capital Management
Utah
$219K +$26.8K +907 +13%
PPC
2333
Park Place Capital
Alabama
$218K -$96.7K -3,267 -29%
JWCA
2334
J.W. Coons Advisors
Ohio
$218K – – –
TF
2335
Tompkins Financial
New York
$218K – – –
ACM
2336
Aljian Capital Management
Nevada
$218K – – –
EFG
2337
Ethos Financial Group
Pennsylvania
$218K +$22.4K +757 +11%
CCT
2338
Capital City Trust
Florida
$218K -$253K -8,542 -52%
GGS
2339
Galvin Gaustad & Stein
Arizona
$217K -$5.33K -180 -2%
LBA
2340
Lowell Blake & Associates
Massachusetts
$217K – – –
CCM
2341
Chickasaw Capital Management
Tennessee
$217K – – –
LJHT
2342
Laurie J. Hall Trustee
$217K – – –
FA
2343
Fermata Advisors
California
$217K +$234K +7,922 New
RCA
2344
Resonant Capital Advisors
Wisconsin
$217K +$234K +7,914 New
VCP
2345
Vista Capital Partners
Oregon
$216K -$55.5K -1,875 -19%
GHA
2346
GW Henssler & Associates
Georgia
$216K +$7.81K +264 +3%
WDG
2347
Wealth Dimensions Group
Ohio
$216K +$233K +7,885 New
FNT
2348
First Nebraska Trust
Nebraska
$215K – – –
CAL
2349
Capital Advisors Ltd
Ohio
$215K +$15.5K +524 +7%
CCT
2350
Chemung Canal Trust
New York
$215K +$232K +7,847 New
92 93
94
95 96