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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
ESCM
1726
Echo Street Capital Management
New York
$667K +$632K +15,701 New
HIC
1727
Harvey Investment Company
Kentucky
$666K – – –
DAM
1728
Delta Asset Management
Tennessee
$665K +$3.22K +80 +0.5%
WFAG
1729
Wescott Financial Advisory Group
Pennsylvania
$661K +$14.3K +355 +2%
PHS
1730
Pekin Hardy Strauss
Illinois
$659K – – –
ACM
1731
Antonetti Capital Management
Florida
$657K +$624K +15,479 New
VWM
1732
Venturi Wealth Management
Texas
$655K +$22.5K +558 +4%
FBFS
1733
First Business Financial Services
Wisconsin
$654K +$59.5K +1,478 +11%
GWM
1734
GSB Wealth Management
Connecticut
$653K -$137K -3,400 -18%
BSI
1735
Bennett Selby Investments
Maine
$650K +$2.01K +50 +0.3%
WA
1736
Waddell & Associates
Tennessee
$649K +$164K +4,073 +36%
PCM
1737
Pennsylvania Capital Management
Pennsylvania
$648K +$159K +3,957 +41%
AWP
1738
Abacus Wealth Partners
California
$647K -$42.5K -1,056 -6%
GWA
1739
GGM Wealth Advisors
Maryland
$647K +$121 +3 +0%
ST
1740
Spinnaker Trust
Maine
$646K -$6.45K -160 -1%
CF
1741
Copperwynd Financial
Arizona
$646K +$4.47K +111 +0.7%
NW
1742
NewEdge Wealth
Pennsylvania
$645K +$21.7K +538 +4%
CCP
1743
Cardan Capital Partners
Colorado
$644K -$4.15K -103 -0.7%
PIA
1744
Perennial Investment Advisors
California
$643K -$2.5K -62 -0.4%
FWSM
1745
First Wilshire Securities Management
California
$642K +$20.1K +498 +3%
SC
1746
Sawyer & Company
Massachusetts
$641K – – –
CAM
1747
Cidel Asset Management
Ontario, Canada
$641K +$2.42K +60 +0.4%
BIMC
1748
Benson Investment Management Company
Virginia
$640K – – –
CCC
1749
Chelsea Counsel Company
California
$637K – – –
CIC
1750
Cornercap Investment Counsel
Georgia
$637K – – –
68 69
70
71 72