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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
$818K +$152K +3,379 +21%
LAIC
1727
Lederer & Associates Investment Counsel
California
$815K – – –
LCM
1728
Leisure Capital Management
California
$815K – – –
AFO
1729
Allie Family Office
Florida
$813K +$875K +19,390 New
MF
1730
Meridian Financial
Massachusetts
$811K +$319K +7,075 +86%
LWM
1731
Liberty Wealth Management
California
$810K -$16K -355 -2%
BIM
1732
Bridgecreek Investment Management
Oklahoma
$810K +$451K +10,000 +104%
NL
1733
Navalign LLC
California
$809K -$1.31K -29 -0.1%
WA
1734
Waverly Advisors
Alabama
$808K -$19.7K -437 -2%
PWM
1735
PBMares Wealth Management
Virginia
$806K -$293K -6,502 -25%
AWAG
1736
ARS Wealth Advisors Group
Florida
$806K +$451 +10 +0.1%
HHGA
1737
Halbert Hargrove Global Advisors
California
$805K +$26.1K +579 +3%
OQS
1738
Occudo Quantitative Strategies
Florida
$805K +$882K +19,539 New
AHB
1739
Abner Herrman & Brock
New Jersey
$804K +$880K +19,509 New
CMTU
1740
Capital Markets Trading (UK)
United Kingdom
$801K +$877K +19,431 New
CG
1741
Corundum Group
Colorado
$800K +$375K +8,322 +75%
POIA
1742
Pin Oak Investment Advisors
Texas
$798K -$22.6K -500 -3%
LPP
1743
Life Planning Partners
Florida
$798K +$90 +2 +0%
PFSC
1744
Peoples Financial Services Corp
Pennsylvania
$798K +$161K +3,561 +23%
AW
1745
ACG Wealth
Georgia
$797K -$141K -3,132 -14%
TCM
1746
Traynor Capital Management
Pennsylvania
$793K -$5.82K -129 -0.7%
FWM
1747
Foresight Wealth Management
Utah
$793K -$857 -19 -0.1%
GDP
1748
Great Diamond Partners
Maine
$792K -$5.41K -120 -0.6%
WCM
1749
Whitener Capital Management
North Carolina
$792K +$7.45K +165 +0.9%
AP
1750
Arlington Partners
Alabama
$791K +$15.8K +350 +2%
68 69
70
71 72