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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
DJYG
1001
David J. Yvars Group
Florida
$4.02M – – –
SB
1002
Strategic Blueprint
Georgia
$4.02M +$858K +20,393 +32%
RC
1003
Roundview Capital
New Jersey
$4M +$122K +2,909 +4%
LAM
1004
Lakewood Asset Management
Illinois
$4M -$39K -926 -1%
CAM
1005
Close Asset Management
United Kingdom
$4M +$2.82M +66,939 +379%
SIG
1006
Sargent Investment Group
Maryland
$4M +$184K +4,365 +5%
CP
1007
Cumberland Partners
Ontario, Canada
$4M +$1.18M +27,950 +49%
MIP
1008
Marietta Investment Partners
Wisconsin
$3.99M -$26.4K -628 -0.7%
MVA
1009
Mount Vernon Associates
Maryland
$3.98M -$2.1K -50 -0.1%
CCM
1010
Check Capital Management
California
$3.98M -$288K -6,848 -8%
LWM
1011
Lodestone Wealth Management
Washington
$3.98M +$1.08M +25,571 +44%
CWM
1012
Chemistry Wealth Management
New York
$3.97M -$256K -6,079 -7%
DCM
1013
Delta Capital Management
New Jersey
$3.96M – – –
RMAM
1014
Raab & Moskowitz Asset Management
New Jersey
$3.96M -$61.7K -1,467 -2%
BFA
1015
Beaumont Financial Advisors
Massachusetts
$3.95M +$37.5K +892 +1%
PMG
1016
ProVise Management Group
Florida
$3.95M +$2.73K +65 +0.1%
PMG
1017
Private Management Group
California
$3.95M +$2.97M +70,644 +552%
KCM
1018
Kornitzer Capital Management
Kansas
$3.94M -$25.2K -600 -0.7%
CWM
1019
Cordatus Wealth Management
Pennsylvania
$3.94M -$8.96K -213 -0.3%
PP
1020
Patten & Patten
Tennessee
$3.93M -$176K -4,180 -5%
SAG
1021
SageView Advisory Group
California
$3.93M +$226K +5,380 +7%
BIA
1022
Beacon Investment Advisors
Maryland
$3.93M -$19.5K -464 -0.6%
CW
1023
CreativeOne Wealth
Kansas
$3.93M +$26.3K +626 +0.8%
AIM
1024
AMI Investment Management
Indiana
$3.89M -$55.8K -1,327 -2%
MIC
1025
Meridian Investment Counsel
California
$3.89M -$29.4K -700 -0.8%
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