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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
1401
Loveless Wealth Management
Montana
$1.05M +$972K +30,080 New
WWM
1402
Willingdon Wealth Management
North Carolina
$1.05M -$74K -2,289 -7%
WANY
1403
Wealthspire Advisors (New York)
New York
$1.04M +$245K +7,566 +34%
SHA
1404
Seneca House Advisors
Virginia
$1.04M -$1.94K -60 -0.2%
BAC
1405
Boys Arnold & Co
North Carolina
$1.04M +$15.2K +469 +2%
PP
1406
Pegasus Partners
Wisconsin
$1.04M -$1.09M -33,666 -53%
PWM
1407
PBMares Wealth Management
Virginia
$1.04M +$952K +29,445 New
WA
1408
Wealth Architects
California
$1.04M -$19K -589 -2%
GIA
1409
Guyasuta Investment Advisors
Pennsylvania
$1.03M – – –
CMI
1410
Clare Market Investments
Texas
$1.03M +$312K +9,644 +49%
FC
1411
Ferris Capital
Massachusetts
$1.03M +$550K +17,017 +139%
MLIC
1412
Mandatum Life Insurance Company
Finland
$1.03M – – –
BRG
1413
Bay Rivers Group
Virginia
$1.02M +$940K +29,100 New
CPO
1414
Cerity Partners OCIO
New York
$1.02M -$38.4K -1,187 -4%
WMA
1415
Wealth Management Associates
New Jersey
$1.02M +$38.1K +1,180 +4%
CICI
1416
Capital Investment Counsel Inc
North Carolina
$1.02M -$50.3K -1,556 -5%
KA
1417
Kovack Advisors
Florida
$1.02M -$65.3K -2,019 -7%
WA
1418
Wealth Advisors
California
$1.01M +$952K +29,460 New
PFM
1419
Parsec Financial Management
North Carolina
$1.01M -$1.78K -55 -0.2%
CAM
1420
Close Asset Management
United Kingdom
$1.01M +$226K +7,000 +32%
CBA
1421
Coastal Bridge Advisors
Connecticut
$1M -$12.8K -396 -1%
BMA
1422
Brooks Moore & Associates
Tennessee
$1M +$3.23K +100 +0.4%
MMHP
1423
Murphy Middleton Hinkle & Parker
Georgia
$1M -$32.6K -1,008 -3%
CAM
1424
Chou Associates Management
Ontario, Canada
$999K -$2.1M -65,000 -70%
MPW
1425
Monterey Private Wealth
California
$996K +$914K +28,285 New
55 56
57
58 59