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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
CPC
1676
Congress Park Capital
New York
$700K – – –
CIC
1677
Cornercap Investment Counsel
Georgia
$696K -$931K -26,969 -60%
CIR
1678
Clear Investment Research
Georgia
$696K – – –
OWA
1679
One Wealth Advisors
California
$696K +$122K +3,528 +24%
NIA
1680
Northstar Investment Advisors
Colorado
$696K +$247K +7,144 +66%
TP
1681
Tranquility Partners
Tennessee
$693K +$48.6K +1,409 +9%
MSFS
1682
Main Street Financial Solutions
Pennsylvania
$692K -$71.4K -2,068 -10%
AFP
1683
Ausdal Financial Partners
Iowa
$690K +$35.7K +1,034 +6%
BI
1684
Ballast Inc
Kentucky
$690K +$104K +3,021 +20%
CNBTD
1685
Citizens National Bank Trust Department
Mississippi
$689K – – –
BWCS
1686
Beirne Wealth Consulting Services
Connecticut
$687K -$197K -5,718 -24%
WC
1687
Westhampton Capital
North Carolina
$687K – – –
HI
1688
Horizon Investments
North Carolina
$685K +$611K +17,699 New
ESB
1689
Essex Savings Bank
Connecticut
$684K +$30.8K +892 +5%
MPIA
1690
Mountain Pacific Investment Advisers
Idaho
$682K -$13.8K -400 -2%
ETI
1691
Enterprise Trust & Investment
California
$682K – – –
SCM
1692
Southport Capital Management
Tennessee
$681K +$168K +4,880 +38%
SC
1693
Sawyer & Company
Massachusetts
$680K – – –
FWM
1694
Foresight Wealth Management
Utah
$680K +$167K +4,832 +38%
HL
1695
HeadInvest LLC
Maine
$679K +$13.1K +381 +2%
SCI
1696
Stableford Capital II
Arizona
$677K -$145K -4,188 -19%
DE
1697
Day & Ennis
Georgia
$677K -$12.9K -373 -2%
NGA
1698
Naples Global Advisors
Florida
$676K -$2.59K -75 -0.4%
WIC
1699
Woodmont Investment Counsel
Tennessee
$675K -$66.5K -1,928 -10%
OPCM
1700
Osborne Partners Capital Management
California
$675K -$64K -1,856 -10%
66 67
68
69 70