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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
MVA
1001
Mount Vernon Associates
Maryland
$2.41M +$5.71K +200 +0.2%
TCA
1002
Transcend Capital Advisors
New Jersey
$2.41M -$285K -9,980 -11%
LCM
1003
Legato Capital Management
California
$2.41M – – –
LWMM
1004
Legacy Wealth Management (Mississippi)
Mississippi
$2.41M – – –
MFG
1005
Merit Financial Group
Georgia
$2.41M +$193K +6,749 +9%
IAS
1006
Insigneo Advisory Services
Florida
$2.41M +$1.62M +56,827 +210%
BCM
1007
Birmingham Capital Management
Alabama
$2.4M -$94.2K -3,300 -4%
MWM
1008
Modera Wealth Management
New Jersey
$2.4M +$773K +27,076 +48%
TBA
1009
Tower Bridge Advisors
Pennsylvania
$2.4M +$214K +7,498 +10%
LCC
1010
Lincoln Capital Corp
Rhode Island
$2.39M -$356K -12,491 -13%
CBB
1011
Citizens Business Bank
California
$2.38M -$47.9K -1,679 -2%
TAM
1012
Trust Asset Management
Texas
$2.38M – – –
BEW
1013
Burton Enright Welch
California
$2.37M -$209K -7,327 -8%
SYBT
1014
Stock Yards Bank & Trust
Kentucky
$2.37M +$201K +7,031 +9%
TSWM
1015
Triangle Securities Wealth Management
North Carolina
$2.37M +$6.73K +236 +0.3%
AIA
1016
Affinity Investment Advisors
California
$2.36M -$233K -8,152 -9%
CCM
1017
Coldstream Capital Management
Washington
$2.36M -$120K -4,198 -5%
WWM
1018
Western Wealth Management
Colorado
$2.34M -$119K -4,186 -5%
WCAMG
1019
Woodard & Company Asset Management Group
North Carolina
$2.33M +$484K +16,954 +26%
BCM
1020
Brookmont Capital Management
Texas
$2.33M +$2.57K +90 +0.1%
DA
1021
Duality Advisers
Florida
$2.32M -$673K -23,585 -23%
EFMC
1022
Empire Financial Management Company
New York
$2.31M – – –
SGA
1023
Strategic Global Advisors
California
$2.31M -$3.28M -114,830 -59%
AIM
1024
ARGA Investment Management
Connecticut
$2.31M -$876K -30,699 -28%
DIP
1025
Davis Investment Partners
North Carolina
$2.31M -$28.1K -986 -1%
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