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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
TCM
1751
Towercrest Capital Management
Pennsylvania
$325K – – –
AWE
1752
Avidian Wealth Enterprises
Texas
$325K +$18.3K +636 +6%
SIC
1753
Sigma Investment Counselors
Michigan
$324K -$35.8K -1,245 -10%
BWM
1754
Brickley Wealth Management
California
$324K -$23.6K -819 -7%
AHC
1755
Adell Harriman & Carpenter
Texas
$323K -$11.5K -400 -3%
SCM
1756
Sterneck Capital Management
Missouri
$322K +$115 +4 +0%
DAM
1757
Deltec Asset Management
New York
$321K -$230K -8,000 -42%
TAM
1758
Timucuan Asset Management
Florida
$321K – – –
BHWM
1759
Bar Harbor Wealth Management
New Hampshire
$321K +$47.3K +1,645 +18%
AAIM
1760
Asset Advisors Investment Management
Georgia
$321K +$316K +11,002 New
CNB
1761
Camden National Bank
Maine
$320K -$6.21K -216 -2%
GHA
1762
GW Henssler & Associates
Georgia
$320K +$47.6K +1,655 +18%
PFSC
1763
Peoples Financial Services Corp
Pennsylvania
$319K +$5.75K +200 +2%
WAM
1764
Weatherly Asset Management
California
$317K -$11.1K -387 -3%
AIM
1765
Acropolis Investment Management
Missouri
$317K +$313K +10,872 New
RPG
1766
Resource Planning Group
Georgia
$316K +$633 +22 +0.2%
VAG
1767
VisionPoint Advisory Group
Texas
$315K -$39.8K -1,384 -11%
PAS
1768
Partnervest Advisory Services
California
$315K +$39K +1,358 +14%
GWS
1769
Glassman Wealth Services
Virginia
$314K +$4.28K +149 +1%
CSM
1770
CAMG Solamere Management
North Carolina
$314K +$43.6K +1,518 +16%
TWM
1771
Titus Wealth Management
California
$313K +$7.25K +252 +2%
BFPW
1772
BOK Financial Private Wealth
Colorado
$313K +$49.2K +1,711 +19%
FI
1773
FormulaFolio Investments
Michigan
$312K -$120K -4,178 -28%
MIM
1774
Moseley Investment Management
Florida
$312K -$44.8K -1,558 -13%
FPCP
1775
Fort Point Capital Partners
California
$312K -$21.1K -735 -6%
69 70
71
72 73