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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
AIA
2451
Alera Investment Advisors
Illinois
$259K +$284K +6,288 New
SAS
2452
Stelac Advisory Services
New York
$258K -$510K -11,308 -64%
BRC
2453
Bell Rock Capital
Delaware
$258K -$301K -6,681 -50%
JSA
2454
Jacobson & Schmitt Advisors
Wisconsin
$258K – – –
MTC
2455
McDaniel Terry & Co
Texas
$258K +$282K +6,255 New
GTAM
2456
Global Trust Asset Management
Florida
$257K -$71.2K -1,578 -20%
PAS
2457
Professional Advisory Services
Florida
$257K – – –
CFM
2458
Capricorn Fund Managers
United Kingdom
$257K +$281K +6,226 New
DP
2459
DDD Partners
Washington
$255K +$14.3K +318 +5%
HCM
2460
Hengehold Capital Management
Ohio
$254K +$10.7K +237 +4%
SL
2461
Salomon & Ludwin
Virginia
$254K +$67.5K +1,497 +32%
HA
2462
HFG Advisors
Ohio
$253K +$54.1K +1,200 +24%
MFG
2463
Monte Financial Group
Connecticut
$253K +$277K +6,138 New
AIM
2464
AHL Investment Management
Florida
$252K -$15.8K -350 -5%
IC
2465
Inverness Counsel
New York
$252K +$6.9K +153 +3%
CFG
2466
Carter Financial Group
Illinois
$252K +$276K +6,113 New
PWM
2467
PRW Wealth Management
Massachusetts
$251K +$274K +6,073 New
BWG
2468
Beta Wealth Group
California
$251K +$307K +6,800 New
CPA
2469
Capital Performance Advisors
California
$250K -$10.4K -230 -4%
WS
2470
Wela Strategies
Georgia
$250K +$1.49K +33 +0.5%
SMG
2471
Spectrum Management Group
Indiana
$250K +$265K +5,870 +2,935%
WFS
2472
Widmann Financial Services
Maryland
$249K +$45 +1 +0%
RCA
2473
Resonant Capital Advisors
Wisconsin
$249K +$42.8K +949 +19%
HVM
2474
Harvest Volatility Management
Connecticut
$249K +$273K +6,048 New
MWA
2475
Monograph Wealth Advisors
California
$248K +$272K +6,018 New
97 98
99
100 101