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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
CPCM
1776
Cardinal Point Capital Management
Ontario, Canada
$861K +$920K +20,641 New
APC
1777
Aspire Private Capital
North Carolina
$860K +$1.56K +35 +0.2%
QI
1778
QV Investors
Alberta, Canada
$859K -$5.47M -122,660 -86%
FWCM
1779
Ferguson Wellman Capital Management
Oregon
$859K +$277K +6,226 +43%
DCM
1780
Driehaus Capital Management
Illinois
$859K -$224K -5,037 -20%
ARC
1781
Advisor Resource Council
Texas
$856K +$945K +21,205 New
CAM
1782
Councilmark Asset Management
Tennessee
$854K – – –
MWP
1783
Meriwether Wealth & Planning
Louisiana
$853K +$128K +2,868 +16%
PGWM
1784
Parisi Gray Wealth Management
New Jersey
$853K +$2.27K +51 +0.3%
CF
1785
Copperwynd Financial
Arizona
$852K +$23.8K +534 +3%
WDA
1786
Wendell David Associates
New Hampshire
$851K – – –
PCA
1787
Purkiss Capital Advisors
Connecticut
$851K +$363K +8,152 +67%
OFW
1788
Omnia Family Wealth
Florida
$849K +$59K +1,325 +7%
FC
1789
Farringdon Capital
United Kingdom
$849K +$907K +20,343 New
CAM
1790
Columbia Asset Management
Michigan
$849K -$78.3K -1,757 -8%
PFW
1791
Petros Family Wealth
Minnesota
$848K +$159K +3,575 +21%
CCM
1792
Crew Capital Management
Ohio
$845K +$4.46K +100 +0.5%
MFGM
1793
Marshall Financial Group (Maryland)
Maryland
$842K -$22.5K -504 -2%
KCM
1794
Kanawha Capital Management
Virginia
$841K +$21.2K +475 +2%
LCM
1795
Leisure Capital Management
California
$841K – – –
LBC
1796
Leigh Baldwin & Co
New York
$840K -$14.1K -316 -2%
EFA
1797
Evernest Financial Advisors
Indiana
$840K +$82.6K +1,853 +10%
WPA
1798
West Paces Advisors
Georgia
$840K – – –
HAG
1799
HF Advisory Group
Maryland
$839K +$45.6K +1,023 +5%
SCM
1800
Steele Capital Management
Iowa
$839K -$59.3K -1,330 -6%
70 71
72
73 74