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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
AHC
1726
Adell Harriman & Carpenter
Texas
$668K -$12.3K -300 -2%
FWP
1727
Firethorn Wealth Partners
Georgia
$665K -$19.1K -467 -3%
EFSCE
1728
Enterprise Financial Services Corp (EFSC)
Missouri
$665K +$3.03K +74 +0.5%
RM
1729
Resource Management
Louisiana
$665K +$6.35K +155 +1%
HCM
1730
Hall Capital Management
Rhode Island
$665K +$661K +16,123 New
HT
1731
HighTower Trust
Texas
$663K -$273K -6,668 -29%
NWA
1732
Navis Wealth Advisors
New York
$663K +$1.56K +38 +0.2%
HWA
1733
HHM Wealth Advisors
Tennessee
$662K -$9.71K -237 -1%
PCM
1734
Pointe Capital Management
Michigan
$661K +$16.9K +413 +3%
FBC
1735
Fairfield, Bush & Co
Connecticut
$660K -$45.1K -1,100 -6%
WP
1736
WealthShield Partners
North Carolina
$660K -$10.3K -251 -2%
GA
1737
Geller Advisors
New York
$658K -$34.4K -838 -5%
SIC
1738
Shoker Investment Counsel
Ohio
$658K +$1.07K +26 +0.2%
TFA
1739
Trinity Financial Advisors
Ohio
$658K +$654K +15,950 New
CWS
1740
Cypress Wealth Services
California
$654K -$59.8K -1,460 -8%
VCM
1741
Virtue Capital Management
Tennessee
$654K +$58.5K +1,427 +10%
ADMI
1742
Albert D. Mason Inc
Massachusetts
$653K +$28.5K +695 +5%
LFA
1743
Legacy Financial Advisors
Kentucky
$653K +$59.2K +1,445 +10%
AIM
1744
Axiom Investment Management
New York
$651K -$165K -4,017 -20%
NJBEST
1745
New Jersey Better Educational Savings Trust
New Jersey
$651K – – –
SSWM
1746
Sheets Smith Wealth Management
North Carolina
$651K – – –
AWE
1747
Avidian Wealth Enterprises
Texas
$650K +$63.2K +1,542 +11%
BIA
1748
Barry Investment Advisors
Massachusetts
$648K -$19.1K -466 -3%
HIC
1749
Harvey Investment Company
Kentucky
$647K – – –
AWP
1750
Ascent Wealth Partners
New York
$647K +$11.8K +288 +2%
68 69
70
71 72