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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
AWP
1726
Abacus Wealth Partners
California
$501K +$443K +16,522 New
TP
1727
Tranquility Partners
Tennessee
$500K – – –
COCM
1728
Charter Oak Capital Management
New Hampshire
$499K +$441K +16,461 New
SIA
1729
Soltis Investment Advisors
Utah
$494K +$6.54K +244 +2%
APC
1730
Aspire Private Capital
North Carolina
$492K -$327K -12,216 -43%
IBOK
1731
Independence Bank of Kentucky
Kentucky
$491K – – –
RM
1732
Resource Management
Louisiana
$490K -$7.83K -292 -2%
BIA
1733
Barry Investment Advisors
Massachusetts
$488K -$8.98K -335 -2%
NWA
1734
Navis Wealth Advisors
New York
$485K +$429K +15,997 New
SIG
1735
Sky Investment Group
Connecticut
$483K – – –
SIC
1736
Shoker Investment Counsel
Ohio
$482K -$6.43K -240 -1%
FFG
1737
Frisch Financial Group
New York
$482K +$1.58K +59 +0.4%
NJBEST
1738
New Jersey Better Educational Savings Trust
New Jersey
$478K -$282K -10,517 -40%
GA
1739
Geller Advisors
New York
$478K – – –
EFSCE
1740
Enterprise Financial Services Corp (EFSC)
Missouri
$476K -$4.69K -175 -1%
HIC
1741
Harvey Investment Company
Kentucky
$475K – – –
DAM
1742
Delta Asset Management
Tennessee
$474K +$9.81K +366 +2%
SCM
1743
Spreng Capital Management
Ohio
$468K -$26.8K -1,000 -6%
CFG
1744
Cooper Financial Group
California
$468K +$74.2K +2,767 +22%
SSWM
1745
Sheets Smith Wealth Management
North Carolina
$467K – – –
EWA
1746
Encompass Wealth Advisors
Oregon
$467K +$413K +15,416 New
WPA
1747
West Paces Advisors
Georgia
$467K -$13.4K -500 -3%
CF
1748
Copperwynd Financial
Arizona
$466K -$14K -524 -3%
BWP
1749
BSW Wealth Partners
Colorado
$466K +$42.1K +1,570 +11%
VC
1750
Vicus Capital
Pennsylvania
$465K -$164K -6,136 -29%
68 69
70
71 72