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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
1776
Cidel Asset Management
Ontario, Canada
$620K +$2.38K +58 +0.4%
CCC
1777
Chelsea Counsel Company
California
$619K – – –
CIC
1778
Cornercap Investment Counsel
Georgia
$618K -$123K -3,000 -17%
CCIA
1779
Cherry Creek Investment Advisors
Colorado
$616K +$612K +14,937 New
EWM
1780
Evermay Wealth Management
Virginia
$615K +$6.15K +150 +1%
PB
1781
Pinnacle Bancorp
Nebraska
$615K +$34.8K +850 +6%
CS
1782
Capital Square
Tennessee
$615K +$36.3K +885 +6%
EBT
1783
Enterprise Bank & Trust
Massachusetts
$614K -$27.1K -660 -4%
KCPG
1784
Kavar Capital Partners Group
Kansas
$614K – – –
VWM
1785
Venturi Wealth Management
Texas
$614K +$861 +21 +0.1%
WAS
1786
WESPAC Advisors SoCal
California
$612K -$587K -14,308 -49%
CPIG
1787
Chicago Partners Investment Group
Illinois
$612K +$40.2K +980 +6%
KCM
1788
Kanawha Capital Management
Virginia
$610K -$86.1K -2,100 -12%
GM
1789
GeoWealth Management
Illinois
$610K +$69.4K +1,694 +13%
IWA
1790
Intercontinental Wealth Advisors
Texas
$609K -$90.7K -2,212 -13%
WAM
1791
Wakefield Asset Management
Colorado
$609K +$5.08K +124 +0.8%
AIC
1792
Archer Investment Corporation
Indiana
$608K -$492 -12 -0.1%
FMN
1793
Financial Management Network
California
$607K -$58.2K -1,420 -9%
WFA
1794
Websterrogers Financial Advisors
South Carolina
$607K +$41 +1 +0%
SAM
1795
Strategy Asset Managers
California
$606K +$82 +2 +0%
AC
1796
AlphaCore Capital
California
$605K +$17.3K +421 +3%
NW
1797
NewEdge Wealth
Pennsylvania
$604K +$289K +7,047 +93%
FWSM
1798
First Wilshire Securities Management
California
$603K -$94.1K -2,296 -14%
FWM
1799
Fairhaven Wealth Management
Illinois
$603K +$21.4K +521 +4%
FFG
1800
Fortem Financial Group
California
$602K +$116K +2,819 +24%
70 71
72
73 74