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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
KFS
2351
Kelly Financial Services
Massachusetts
$148K -$41.2K -1,024 -23%
WOC
2352
West Oak Capital
California
$147K – – –
TFIPS
2353
Towarzystwo Funduszy Inwestycyjnych PZU SA
$146K – – –
CFO
2354
CVA Family Office
Colorado
$145K -$316K -7,845 -57%
BAM
2355
Baldrige Asset Management
Pennsylvania
$145K – – –
KC
2356
Knuff & Co
California
$134K – – –
ONST
2357
Old North State Trust
North Carolina
$134K – – –
CH
2358
Canton Hathaway
Rhode Island
$132K – – –
CFD
2359
Creative Financial Designs
Indiana
$132K +$48.1K +1,194 +62%
DWA
2360
Dougherty Wealth Advisers
Minnesota
$130K -$20.1K -500 -14%
M
2361
MOTCO
Texas
$130K +$12.2K +303 +11%
AIM
2362
Acropolis Investment Management
Missouri
$129K -$23.4K -580 -15%
VNIM
2363
Vaughan Nelson Investment Management
Texas
$129K +$123K +3,047 New
AW
2364
Alaethes Wealth
Nevada
$127K – – –
MWC
2365
MBM Wealth Consultants
Missouri
$126K – – –
JWM
2366
Janiczek Wealth Management
Colorado
$125K +$21.9K +544 +23%
PAI
2367
Pittenger & Anderson Inc
Nebraska
$124K +$113K +2,810 +2,810%
RDFA
2368
Ritter Daniher Financial Advisory
Ohio
$120K – – –
SCM
2369
Sirios Capital Management
Massachusetts
$114K +$9.59K +238 +10%
TVWM
2370
Tower View Wealth Management
Wisconsin
$110K +$40.3K +1,000 +63%
GTAM
2371
Global Trust Asset Management
Florida
$110K +$105K +2,600 New
LWA
2372
Lenox Wealth Advisors
New York
$107K +$26.9K +667 +36%
IRAG
2373
Investment Research & Advisory Group
Georgia
$106K -$11.8K -293 -11%
EWA
2374
Evolution Wealth Advisors
Florida
$104K +$58.4K +1,451 +144%
EC
2375
Estate Counselors
Wisconsin
$101K – – –
93 94
95
96 97