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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
1776
Spreng Capital Management
Ohio
$597K – – –
AWP
1777
Ascent Wealth Partners
New York
$596K +$5.87K +170 +1%
PIA
1778
Perennial Investment Advisors
California
$596K +$70.4K +2,039 +15%
CPIG
1779
Chicago Partners Investment Group
Illinois
$594K +$24.4K +707 +5%
KP
1780
Keel Point
Alabama
$593K -$167K -4,828 -24%
LFA
1781
Landmark Financial Advisors
Kentucky
$592K -$48.1K -1,395 -8%
AIP
1782
Almanack Investment Partners
Pennsylvania
$591K -$62.4K -1,809 -11%
WFAG
1783
Wescott Financial Advisory Group
Pennsylvania
$591K +$3.87K +112 +0.7%
CF
1784
Copperwynd Financial
Arizona
$589K -$4.52K -131 -0.9%
WPA
1785
West Paces Advisors
Georgia
$587K -$7.45K -216 -1%
RHAM
1786
Round Hill Asset Management
California
$587K – – –
NFSG
1787
Newbridge Financial Services Group
Florida
$587K +$275K +7,967 +111%
ADMI
1788
Albert D. Mason Inc
Massachusetts
$586K +$4.83K +140 +0.9%
BIMC
1789
Benson Investment Management Company
Virginia
$583K – – –
KWA
1790
KCS Wealth Advisory
California
$582K -$389K -11,269 -43%
CCC
1791
Chelsea Counsel Company
California
$581K – – –
DAM
1792
Deltec Asset Management
New York
$580K – – –
BSI
1793
Bennett Selby Investments
Maine
$580K +$35 +1 +0%
CAM
1794
Cidel Asset Management
Ontario, Canada
$579K +$2.62K +76 +0.5%
KCPG
1795
Kavar Capital Partners Group
Kansas
$576K +$35 +1 +0%
ISWM
1796
Independent Solutions Wealth Management
New York
$575K +$9.77K +283 +2%
VWM
1797
Venturi Wealth Management
Texas
$575K -$1.93K -56 -0.4%
AIC
1798
Archer Investment Corporation
Indiana
$571K +$32.9K +953 +7%
EWM
1799
Evermay Wealth Management
Virginia
$571K – – –
GAM
1800
Grandview Asset Management
Pennsylvania
$571K +$144K +4,183 +40%
70 71
72
73 74