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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
RHAM
1751
Round Hill Asset Management
California
$460K – – –
WFAG
1752
Wescott Financial Advisory Group
Pennsylvania
$460K +$406K +15,166 New
CS
1753
Capital Square
Tennessee
$458K +$178K +6,651 +79%
TA
1754
TrueWealth Advisors
Alabama
$458K +$371K +13,853 New
WI
1755
Wintrust Investments
Illinois
$457K -$281K -10,500 -31%
BIMC
1756
Benson Investment Management Company
Virginia
$457K – – –
WAM
1757
Wolverine Asset Management
Illinois
$457K +$81.9K +3,057 +25%
GWA
1758
GGM Wealth Advisors
Maryland
$456K +$365K +13,629 New
SB
1759
Sunflower Bank
Texas
$455K -$99.5K -3,713 -20%
DAM
1760
Deltec Asset Management
New York
$455K – – –
CCC
1761
Chelsea Counsel Company
California
$455K +$21.8K +815 +6%
ADMI
1762
Albert D. Mason Inc
Massachusetts
$455K +$98.1K +3,660 +32%
JRCM
1763
Jones Road Capital Management
New York
$455K +$402K +15,000 New
BSI
1764
Bennett Selby Investments
Maine
$455K +$402K +15,001 New
CG
1765
Clarus Group
Texas
$454K +$365K +13,619 New
CPIG
1766
Chicago Partners Investment Group
Illinois
$453K +$92.7K +3,457 +32%
CAM
1767
Cidel Asset Management
Ontario, Canada
$452K -$905K -33,750 -69%
VWM
1768
Venturi Wealth Management
Texas
$452K +$724 +27 +0.2%
5L
1769
55I LLC
Massachusetts
$451K -$130K -4,842 -25%
KCPG
1770
Kavar Capital Partners Group
Kansas
$451K +$40.2K +1,500 +11%
LWA
1771
Lineweaver Wealth Advisors
Ohio
$450K -$26.6K -991 -6%
BI
1772
Ballast Inc
Kentucky
$449K +$397K +14,823 New
EWM
1773
Evermay Wealth Management
Virginia
$448K -$43.6K -1,625 -10%
AWE
1774
Avidian Wealth Enterprises
Texas
$448K +$70.9K +2,644 +22%
MFG
1775
Menard Financial Group
Texas
$446K -$52.8K -1,969 -12%
69 70
71
72 73