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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
BWAM
1826
Boyd Watterson Asset Management
Ohio
$273K – – –
BCM
1827
Breiter Capital Management
Florida
$273K +$20.4K +708 +8%
FVWA
1828
Foster Victor Wealth Advisors
South Carolina
$273K +$278K +9,655 New
CB
1829
Community Bank
New York
$272K -$25.3K -880 -9%
GKWIM
1830
Gerber Kawasaki Wealth & Investment Management
California
$272K +$269K +9,352 New
BIM
1831
Bridgecreek Investment Management
Oklahoma
$270K -$20.1K -700 -7%
RWM
1832
RBA Wealth Management
California
$270K -$2.85K -99 -1%
BCM
1833
Boltwood Capital Management
California
$270K – – –
FIM
1834
Fernwood Investment Management
Massachusetts
$270K +$266K +9,253 New
PA
1835
Probity Advisors
Texas
$268K -$15.9K -552 -6%
KFP
1836
KMG Fiduciary Partners
Ohio
$268K -$10.1K -350 -4%
PHAM
1837
Palisades Hudson Asset Management
Florida
$268K – – –
ACM
1838
AlphaStar Capital Management
North Carolina
$268K +$7.65K +266 +3%
OMIC
1839
Old Mission Investment Co
Michigan
$268K +$264K +9,183 New
WP
1840
WealthShield Partners
North Carolina
$266K +$230 +8 +0.1%
WI
1841
WrapManager Inc
California
$266K +$263K +9,135 New
PA
1842
PFG Advisors
Arizona
$265K -$16.6K -576 -6%
AWMG
1843
Alliance Wealth Management Group
New Jersey
$265K – – –
VBFP
1844
Valtinson Bruner Financial Planning
Minnesota
$265K +$489 +17 +0.2%
ACP
1845
Aveo Capital Partners
Colorado
$264K -$6.04K -210 -3%
SFG
1846
StrategIQ Financial Group
Indiana
$264K – – –
CVM
1847
Cheviot Value Management
California
$263K +$7.16K +249 +3%
BCM
1848
Becker Capital Management
Oregon
$262K +$6.47K +225 +3%
NG
1849
Northstar Group
New York
$261K -$4K -139 -2%
QCM
1850
Quest Capital Management
Texas
$261K +$27.5K +958 +12%
72 73
74
75 76