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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
1801
Stevens Capital Management
Pennsylvania
$531K +$613K +18,580 New
PGWM
1802
Pitti Group Wealth Management
New York
$530K -$990 -30 -0.2%
WC
1803
Westhampton Capital
North Carolina
$529K +$13.2K +400 +2%
GAM
1804
Grandview Asset Management
Pennsylvania
$529K -$5.64K -171 -0.9%
BSI
1805
Bennett Selby Investments
Maine
$529K -$4.92K -149 -0.8%
CRI
1806
Colonial River Investments
Virginia
$528K +$26.4K +799 +5%
BIA
1807
Bigelow Investment Advisors
Maine
$528K +$8.91K +270 +1%
BCA
1808
Bay Colony Advisors
Massachusetts
$527K -$8.98K -272 -1%
KP
1809
Keel Point
Alabama
$526K -$50.4K -1,527 -8%
CVM
1810
Cheviot Value Management
California
$525K -$6.6K -200 -1%
MSE
1811
MUFG Securities EMEA
United Kingdom
$523K +$604K +18,300 New
LPIC
1812
LeJeune Puetz Investment Counsel
Michigan
$523K +$2.77K +84 +0.5%
KW
1813
KWB Wealth
California
$521K +$253K +7,659 +95%
AA
1814
Alta Advisers
United Kingdom
$521K – – –
FC
1815
FCA Corp
Texas
$520K – – –
CCIA
1816
Cherry Creek Investment Advisors
Colorado
$520K +$3.07K +93 +0.5%
CJL
1817
Cyrus J. Lawrence
New York
$520K -$37.6K -1,138 -6%
FI
1818
Financial Insights
Washington
$520K -$575K -17,428 -49%
MHIC
1819
Marble Harbor Investment Counsel
Massachusetts
$520K – – –
HL
1820
HeadInvest LLC
Maine
$519K -$297 -9 -0%
FAM
1821
Flaharty Asset Management
Florida
$519K +$34.2K +1,037 +6%
TB
1822
Terril Brothers
Missouri
$516K – – –
TFP
1823
Tilia Fiduciary Partners
North Carolina
$516K -$169K -5,108 -22%
MSWM
1824
McGlone Suttner Wealth Management
Wisconsin
$516K +$23.9K +723 +4%
IWA
1825
Intercontinental Wealth Advisors
Texas
$516K +$226K +6,847 +61%
71 72
73
74 75