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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
MHIC
1751
Marble Harbor Investment Counsel
Massachusetts
$818K +$195K +4,275 +30%
CPA
1752
Capital Planning Advisors
California
$815K -$39.7K -872 -5%
SWA
1753
SOA Wealth Advisors
New York
$815K – – –
BCM
1754
BTR Capital Management
California
$814K +$51K +1,120 +7%
1WA
1755
180 Wealth Advisors
Washington
$813K -$113K -2,477 -12%
TP
1756
Tranquility Partners
Tennessee
$810K +$58.8K +1,290 +8%
CVM
1757
Cheviot Value Management
California
$808K – – –
FWP
1758
Firethorn Wealth Partners
Georgia
$808K +$828K +18,170 New
FM
1759
Foster & Motley
Ohio
$804K -$25.2K -554 -3%
LWA
1760
Lineweaver Wealth Advisors
Ohio
$802K -$67.6K -1,483 -8%
ICM
1761
IMS Capital Management
Oregon
$800K +$46 +1 +0%
CPC
1762
Congress Park Capital
New York
$796K – – –
AI
1763
AXS Investments
New York
$795K +$513K +11,264 +170%
LPIC
1764
LeJeune Puetz Investment Counsel
Michigan
$794K +$22.8K +500 +3%
DE
1765
Day & Ennis
Georgia
$793K +$14.3K +315 +2%
LWP
1766
Legacy Wealth Planning
Nevada
$793K +$28.4K +624 +4%
ESB
1767
Essex Savings Bank
Connecticut
$791K -$87.8K -1,927 -10%
CIR
1768
Clear Investment Research
Georgia
$791K -$9.98K -219 -1%
WC
1769
Westhampton Capital
North Carolina
$790K – – –
WA
1770
WealthTrust Axiom
Pennsylvania
$787K -$20.5K -450 -2%
WA
1771
Wealthstar Advisors
Texas
$785K +$1.5K +33 +0.2%
TCM
1772
Triumph Capital Management
Colorado
$783K +$346K +7,600 +76%
SAS
1773
Stelac Advisory Services
New York
$782K -$210K -4,604 -21%
PCM
1774
Prelude Capital Management
New York
$782K +$801K +17,586 New
BCM
1775
Banyan Capital Management
Georgia
$781K -$700K -15,359 -47%
69 70
71
72 73