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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
1776
Barden Capital Management
Texas
$767K +$840K +18,620 New
CWM
1777
C2C Wealth Management
Arizona
$765K -$5.59K -124 -0.6%
SCI
1778
Stableford Capital II
Arizona
$765K +$9.56K +212 +1%
NGA
1779
Naples Global Advisors
Florida
$763K – – –
MCA
1780
MSH Capital Advisors
Arizona
$761K +$49.8K +1,104 +6%
CA
1781
Continuum Advisory
Idaho
$760K +$525K +11,639 +120%
VCM
1782
Virtue Capital Management
Tennessee
$758K +$182K +4,034 +28%
MHIC
1783
Marble Harbor Investment Counsel
Massachusetts
$757K – – –
AWAP
1784
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$756K -$2.44K -54 -0.3%
SWA
1785
SOA Wealth Advisors
New York
$755K +$496 +11 +0.1%
DJSG
1786
D.J. St. Germain
Massachusetts
$753K -$16.9K -375 -2%
ST
1787
Spinnaker Trust
Maine
$751K +$136K +3,017 +20%
IRC
1788
Investors Research Corp
Georgia
$747K -$22.1K -489 -3%
VC
1789
Vicus Capital
Pennsylvania
$747K +$302K +6,686 +59%
AT
1790
American Trust
Kentucky
$745K -$77.6K -1,720 -9%
HL
1791
HeadInvest LLC
Maine
$745K +$50.4K +1,118 +7%
TFA
1792
Triad Financial Advisors
North Carolina
$744K -$161K -3,573 -17%
KP
1793
Keel Point
Alabama
$744K +$27.3K +605 +3%
FM
1794
Foster & Motley
Ohio
$743K -$2.39K -53 -0.3%
WA
1795
Wealthstar Advisors
Texas
$743K +$15.9K +352 +2%
CVM
1796
Cheviot Value Management
California
$741K -$9.02K -200 -1%
ICM
1797
IMS Capital Management
Oregon
$741K +$90 +2 +0%
TFP
1798
Tilia Fiduciary Partners
North Carolina
$741K +$98.5K +2,183 +14%
FWP
1799
Firethorn Wealth Partners
Georgia
$740K -$9.43K -209 -1%
MAC
1800
Mason & Associates (California)
California
$740K +$363K +8,042 +81%
70 71
72
73 74