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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
AI
1501
Accredited Investors
Minnesota
$264K +$1.93K +100 +0.8%
VI
1502
Versor Investments
New York
$264K +$230K +11,934 New
MC
1503
Miles Capital
Iowa
$264K +$230K +11,943 New
ACP
1504
Aveo Capital Partners
Colorado
$263K +$229K +11,897 New
TI
1505
Turner Investments
Pennsylvania
$260K +$227K +11,780 New
ID
1506
Integral Derivatives
New York
$258K -$8.19M -425,174 -97%
VFP
1507
Verus Financial Partners
Virginia
$257K +$96 +5 +0%
CT
1508
Clearstead Trust
Maine
$257K +$224K +11,610 New
AIM
1509
Acrospire Investment Management
Illinois
$256K +$1.93K +100 +0.9%
WPW
1510
Waldron Private Wealth
Pennsylvania
$255K -$357K -18,542 -62%
HCM
1511
Harvey Capital Management
Florida
$254K – – –
SFM
1512
Signature Financial Management
Virginia
$253K +$5.43K +282 +3%
DT
1513
Diversified Trust
Tennessee
$253K +$220K +11,428 New
LFA
1514
Landmark Financial Advisors
Kentucky
$252K -$23.1K -1,200 -10%
CG
1515
Colony Group
Massachusetts
$252K -$8.61K -447 -4%
IIM
1516
Ironwood Investment Management
Massachusetts
$250K -$7.11K -369 -3%
JIC
1517
Joel Isaacson & Co
New York
$250K +$24.3K +1,260 +13%
SBA
1518
Seven Bridges Advisors
New York
$250K +$218K +11,326 New
CCM
1519
Check Capital Management
California
$249K +$17.5K +907 +9%
AGA
1520
Accuvest Global Advisors
Utah
$248K -$625K -32,440 -74%
SA
1521
Strategic Advisors
New York
$248K -$2.89K -150 -1%
PMFA
1522
Plante Moran Financial Advisors
Michigan
$248K +$9.15K +475 +4%
SFG
1523
SNS Financial Group
Minnesota
$248K +$216K +11,216 New
LIC
1524
Lodestar Investment Counsel
Illinois
$248K +$216K +11,236 New
RPGK
1525
Retirement Planning Group (Kansas)
Kansas
$247K +$2.41K +125 +1%
59 60
61
62 63