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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
WAS
1801
WESPAC Advisors SoCal
California
$743K +$67.6K +1,484 +10%
KCM
1802
Kanawha Capital Management
Virginia
$742K -$4.97K -109 -0.6%
SIA
1803
SkyView Investment Advisors
New Jersey
$742K +$167K +3,658 +41%
CIA
1804
Cladis Investment Advisory
Montana
$741K +$759K +16,654 New
EWA
1805
Encompass Wealth Advisors
Oregon
$740K -$2.19K -48 -0.3%
BWM
1806
Baystate Wealth Management
Massachusetts
$740K +$6.56K +144 +0.9%
ADMI
1807
Albert D. Mason Inc
Massachusetts
$739K +$32.8K +720 +5%
MFG
1808
Menard Financial Group
Texas
$737K -$87.5K -1,921 -10%
HCM
1809
Hall Capital Management
Rhode Island
$733K -$83K -1,822 -10%
FCFC
1810
First Citizens Financial Corp
Iowa
$733K -$28.1K -616 -4%
BCA
1811
Bay Colony Advisors
Massachusetts
$732K -$193K -4,245 -21%
ISB
1812
Iowa State Bank
Iowa
$732K – – –
ESCM
1813
Echo Street Capital Management
New York
$732K +$34.5K +757 +5%
AG
1814
Ascent Group
Virginia
$732K +$742K +16,294 New
HT
1815
HighTower Trust
Texas
$731K +$1.14K +25 +0.2%
PIA
1816
Perennial Investment Advisors
California
$731K +$57.4K +1,261 +8%
MAWCM
1817
Mine & Arao Wealth Creation & Management
California
$726K -$6.74K -148 -0.9%
GFS
1818
GYL Financial Synergies
Connecticut
$725K +$152K +3,327 +26%
SCM
1819
Spreng Capital Management
Ohio
$723K -$49.5K -1,086 -6%
FMN
1820
Financial Management Network
California
$723K +$25.7K +564 +4%
MMA
1821
Miracle Mile Advisors
California
$722K +$124K +2,719 +20%
B
1822
Brightworth
Georgia
$722K +$197K +4,325 +36%
PGWM
1823
Pitti Group Wealth Management
New York
$719K +$737K +16,172 New
PCM
1824
Pointe Capital Management
Michigan
$717K – – –
FBC
1825
Fairfield, Bush & Co
Connecticut
$716K – – –
71 72
73
74 75