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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
AWP
1751
Ascent Wealth Partners
New York
$462K +$45.2K +1,686 +12%
RHAM
1752
Round Hill Asset Management
California
$460K – – –
WFAG
1753
Wescott Financial Advisory Group
Pennsylvania
$460K +$406K +15,166 New
CS
1754
Capital Square
Tennessee
$458K +$178K +6,651 +79%
TA
1755
TrueWealth Advisors
Alabama
$458K +$371K +13,853 New
WI
1756
Wintrust Investments
Illinois
$457K -$281K -10,500 -31%
BIMC
1757
Benson Investment Management Company
Virginia
$457K – – –
WAM
1758
Wolverine Asset Management
Illinois
$457K +$81.9K +3,057 +25%
GWA
1759
GGM Wealth Advisors
Maryland
$456K +$365K +13,629 New
SB
1760
Sunflower Bank
Texas
$455K -$99.5K -3,713 -20%
DAM
1761
Deltec Asset Management
New York
$455K – – –
CCC
1762
Chelsea Counsel Company
California
$455K +$21.8K +815 +6%
ADMI
1763
Albert D. Mason Inc
Massachusetts
$455K +$98.1K +3,660 +32%
JRCM
1764
Jones Road Capital Management
New York
$455K +$402K +15,000 New
BSI
1765
Bennett Selby Investments
Maine
$455K +$402K +15,001 New
CG
1766
Clarus Group
Texas
$454K +$365K +13,619 New
CPIG
1767
Chicago Partners Investment Group
Illinois
$453K +$92.7K +3,457 +32%
CAM
1768
Cidel Asset Management
Ontario, Canada
$452K -$905K -33,750 -69%
VWM
1769
Venturi Wealth Management
Texas
$452K +$724 +27 +0.2%
5L
1770
55I LLC
Massachusetts
$451K -$130K -4,842 -25%
KCPG
1771
Kavar Capital Partners Group
Kansas
$451K +$40.2K +1,500 +11%
LWA
1772
Lineweaver Wealth Advisors
Ohio
$450K -$26.6K -991 -6%
BI
1773
Ballast Inc
Kentucky
$449K +$397K +14,823 New
EWM
1774
Evermay Wealth Management
Virginia
$448K -$43.6K -1,625 -10%
AWE
1775
Avidian Wealth Enterprises
Texas
$448K +$70.9K +2,644 +22%
69 70
71
72 73