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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
HCM
1801
Hall Capital Management
Rhode Island
$637K -$41.3K -1,420 -7%
MAM
1802
Meeder Asset Management
Ohio
$636K +$81.9K +2,812 +17%
BFS
1803
Burkett Financial Services
South Carolina
$635K +$549K +18,865 New
POIA
1804
Pin Oak Investment Advisors
Texas
$635K +$4.95K +170 +0.9%
MMA
1805
Miracle Mile Advisors
California
$634K -$143K -4,911 -21%
FCMC
1806
Founders Capital Management (Connecticut)
Connecticut
$632K – – –
TC
1807
Telemus Capital
Michigan
$631K +$190K +6,523 +53%
FCP
1808
Fidelis Capital Partners
Florida
$631K -$372K -12,761 -41%
KFP
1809
KMG Fiduciary Partners
Ohio
$629K +$41.1K +1,412 +8%
TP
1810
Tranquility Partners
Tennessee
$629K -$18.1K -621 -3%
SCA
1811
STALEY CAPITAL ADVISERS
Pennsylvania
$628K -$3.06K -105 -0.6%
CCIA
1812
Cherry Creek Investment Advisors
Colorado
$626K +$5.82K +200 +1%
PVI
1813
Pine Valley Investments
New Jersey
$626K -$79.1K -2,718 -13%
LCM
1814
Leisure Capital Management
California
$625K -$27.7K -950 -5%
CWM
1815
Curi Wealth Management
North Carolina
$622K -$31K -1,066 -5%
OPA
1816
Old Port Advisors
Maine
$622K -$36.8K -1,263 -6%
CB
1817
Community Bank
New York
$622K -$72.9K -2,503 -12%
BSI
1818
Bennett Selby Investments
Maine
$620K +$2.91K +100 +0.5%
HC
1819
Hara Capital
Washington
$620K +$536K +18,412 New
GAM
1820
Grandview Asset Management
Pennsylvania
$617K -$9.17K -315 -2%
CWM
1821
C2C Wealth Management
Arizona
$617K -$34.9K -1,200 -6%
CF
1822
Copperwynd Financial
Arizona
$617K +$24.2K +830 +5%
DDPIC
1823
Deroy & Devereaux Private Investment Counsel
Michigan
$616K -$14.6K -500 -3%
MHIC
1824
Marble Harbor Investment Counsel
Massachusetts
$615K – – –
SWA
1825
SOA Wealth Advisors
New York
$615K -$27.5K -943 -5%
71 72
73
74 75