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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
LFA
1801
Landmark Financial Advisors
Kentucky
$564K +$2.77K +77 +0.4%
BWM
1802
Baystate Wealth Management
Massachusetts
$563K +$47.3K +1,314 +8%
HL
1803
HeadInvest LLC
Maine
$562K -$360 -10 -0.1%
BCMLT
1804
Beacon Capital Management LLC (Tennessee)
Tennessee
$562K – – –
BC
1805
Bartlett & Co
Ohio
$562K +$39.4K +1,095 +6%
UCI
1806
Uncommon Cents Investing
Wisconsin
$562K +$121K +3,365 +23%
BCWM
1807
Bartlett & Co Wealth Management
Ohio
$562K +$39.4K +1,095 +6%
RCM
1808
Raleigh Capital Management
North Carolina
$560K +$60.5K +1,679 +10%
CVM
1809
Cheviot Value Management
California
$559K – – –
RFN
1810
RDA Financial Network
Iowa
$558K +$4.68K +130 +0.7%
WC
1811
Westhampton Capital
North Carolina
$556K +$3.6K +100 +0.6%
LPIC
1812
LeJeune Puetz Investment Counsel
Michigan
$555K – – –
CCIA
1813
Cherry Creek Investment Advisors
Colorado
$554K +$95.1K +2,641 +17%
CIR
1814
Clear Investment Research
Georgia
$553K – – –
MCM
1815
Monument Capital Management
Virginia
$552K -$153K -4,251 -19%
WA
1816
Wealthstar Advisors
Texas
$552K -$10.8K -300 -2%
RA
1817
Rational Advisors
New York
$550K +$26.9K +746 +4%
BSI
1818
Bennett Selby Investments
Maine
$548K +$61K +1,694 +11%
DE
1819
Day & Ennis
Georgia
$545K – – –
FM
1820
Foster & Motley
Ohio
$544K -$19.6K -544 -3%
ESB
1821
Essex Savings Bank
Connecticut
$544K +$5.26K +146 +0.8%
DCM
1822
Donaldson Capital Management
Indiana
$542K -$211K -5,855 -25%
WA
1823
WealthTrust Axiom
Pennsylvania
$542K -$9K -250 -1%
IF
1824
Intrua Financial
Texas
$542K +$156K +4,328 +33%
EWA
1825
EverSource Wealth Advisors
Alabama
$540K +$93.7K +2,603 +18%
71 72
73
74 75