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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
1201
Capital Wealth Planning
Florida
$249K -$481K -28,564 -64%
BA
1202
BKS Advisors
Michigan
$248K +$47.8K +2,840 +22%
TSW
1203
Thompson Siegel & Walmsley
Virginia
$247K +$5.05K +300 +2%
MIM
1204
Midwest Investment Management
Ohio
$246K -$8.41K -500 -3%
ST
1205
Smithfield Trust
Pennsylvania
$246K – – –
SSWM
1206
Sheets Smith Wealth Management
North Carolina
$245K -$41.7K -2,481 -14%
VC
1207
Vicus Capital
Pennsylvania
$243K -$9.57K -569 -4%
IF
1208
IRON Financial
Illinois
$242K +$33.1K +1,970 +15%
MCA
1209
Mercer Capital Advisers
New Jersey
$241K -$9.51K -565 -4%
DDPIC
1210
Deroy & Devereaux Private Investment Counsel
Michigan
$241K +$16.8K +1,000 +7%
NEPPG
1211
New England Professional Planning Group
Rhode Island
$239K – – –
SCA
1212
Stonebridge Capital Advisors
Minnesota
$238K -$3.37K -200 -1%
SGS
1213
Sterling Global Strategies
California
$235K -$6.71K -399 -3%
HCMNY
1214
Howard Capital Management (New York)
New York
$234K – – –
LOCC
1215
Lombard Odier & Cie (Canada)
Quebec, Canada
$234K – – –
FFA
1216
First Foundation Advisors
California
$234K +$4.22K +251 +2%
AUB
1217
Atlantic Union Bankshares
Virginia
$233K -$8.01K -476 -3%
SFFS
1218
Stonehage Fleming Financial Services
Jersey
$233K – – –
CPA
1219
Capital Planning Advisors
California
$231K – – –
KCM
1220
Kanawha Capital Management
Virginia
$230K – – –
SCA
1221
STALEY CAPITAL ADVISERS
Pennsylvania
$230K – – –
CAW
1222
Cornerstone Advisors (Washington)
Washington
$230K +$6.68K +397 +3%
AIA
1223
Arbor Investment Advisors
North Carolina
$228K +$10.9K +650 +5%
IP
1224
Investment Partners
Ohio
$227K +$168 +10 +0.1%
BWA
1225
Brave Warrior Advisors
New York
$226K – – –
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