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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
AAIM
1801
Asset Advisors Investment Management
Georgia
$240K – – –
WIM
1802
Westside Investment Management
California
$240K +$941K +31,391 New
HCM
1803
Hall Capital Management
Rhode Island
$238K -$113K -3,759 -25%
WKWM
1804
Walter & Keenan Wealth Management
Indiana
$238K -$111K -3,706 -24%
AIA
1805
Allied Investment Advisors
Montana
$238K +$20.5K +685 +6%
AMCA
1806
Arthur M. Cohen & Associates
Illinois
$238K +$29.4K +980 +9%
TBA
1807
Tower Bridge Advisors
Pennsylvania
$237K -$45K -1,500 -12%
CWP
1808
CFM Wealth Partners
Texas
$237K -$21.9K -729 -6%
FMTC
1809
Farmers & Merchants Trust Company
California
$237K – – –
BA
1810
Birinyi Associates
Connecticut
$236K -$120K -4,000 -26%
BWP
1811
BSW Wealth Partners
Colorado
$236K +$334K +11,130 New
BCM
1812
Buckhead Capital Management
Georgia
$235K -$769K -25,649 -70%
BFC
1813
Bedel Financial Consulting
Indiana
$235K +$161K +5,385 +94%
AWE
1814
Avidian Wealth Enterprises
Texas
$234K -$48.5K -1,617 -13%
BBNA
1815
Bremer Bank National Association
Minnesota
$234K -$45.3K -1,510 -12%
KM
1816
Kalos Management
Georgia
$234K +$143K +4,772 +81%
MCP
1817
Mirador Capital Partners
California
$233K -$50.8K -1,693 -14%
GAM
1818
Gemmer Asset Management
California
$232K -$69.4K -2,316 -18%
ACA
1819
Affinity Capital Advisors
California
$232K +$47.4K +1,582 +19%
AWM
1820
AllSquare Wealth Management
New York
$231K -$80.9K -2,700 -20%
CPSC
1821
Carl P. Sherr & Co
Massachusetts
$230K -$3K -100 -0.9%
RPG
1822
Resource Planning Group
Georgia
$230K -$660 -22 -0.2%
LC
1823
LCNB Corp
Ohio
$230K +$99.7K +3,325 +44%
AHC
1824
Adell Harriman & Carpenter
Texas
$228K -$10.5K -350 -3%
SJL
1825
Shayne & Jacobs LLC
Tennessee
$227K – – –
71 72
73
74 75