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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
CICC
2751
Capital Investment Counsel (Colorado)
Colorado
$384K – – –
T
2752
TOBAM
France
$383K -$37.2K -704 -9%
LC
2753
Lincoln Capital
Nebraska
$383K +$42.3K +800 +13%
TWM
2754
Topsail Wealth Management
North Carolina
$382K – – –
GKIM
2755
GW&K Investment Management
Massachusetts
$382K +$16.2K +307 +5%
WWA
2756
Wingate Wealth Advisors
Massachusetts
$382K +$106K +2,000 +40%
GGS
2757
Galvin Gaustad & Stein
Arizona
$382K +$2.43K +46 +0.7%
PWM
2758
Peak Wealth Management
New Hampshire
$381K +$366K +6,923 New
IA
2759
Invested Advisors
Pennsylvania
$381K -$6.18K -117 -2%
FBC
2760
Fairfield, Bush & Co
Connecticut
$381K – – –
RMC
2761
Ring Mountain Capital
California
$380K -$7.14K -135 -2%
QWM
2762
QP Wealth Management
New Jersey
$380K +$365K +6,905 New
OWP
2763
Obermeyer Wealth Partners
Colorado
$378K +$72K +1,363 +25%
WWM
2764
Wolff Wiese Magana
California
$378K -$11K -208 -3%
IFA
2765
Index Fund Advisors
California
$378K +$4.02K +76 +1%
CCS
2766
Concentric Capital Strategies
Connecticut
$377K +$16.6K +314 +5%
SCA
2767
Sandy Cove Advisors
Massachusetts
$377K +$21.8K +413 +6%
GAA
2768
Global Assets Advisory
Florida
$376K -$5.29K -100 -1%
FCIM
2769
Fairview Capital Investment Management
California
$376K +$2.33K +44 +0.6%
BSA
2770
Bull Street Advisors
Georgia
$376K – – –
LEA
2771
Legacy Edge Advisors
New York
$376K -$3.86K -73 -1%
PI
2772
Pettee Investors
Connecticut
$375K – – –
PFG
2773
Putney Financial Group
California
$374K – – –
AMCA
2774
Arthur M. Cohen & Associates
Illinois
$373K +$357K +6,747 New
1CP
2775
17 Capital Partners
Arizona
$373K -$5.13K -97 -1%
109 110
111
112 113