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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
HL
1826
HeadInvest LLC
Maine
$601K – – –
EFSCE
1827
Enterprise Financial Services Corp (EFSC)
Missouri
$600K -$105K -3,054 -14%
PP
1828
Patron Partners
Texas
$600K -$242K -7,035 -28%
WC
1829
Westhampton Capital
North Carolina
$600K +$8.61K +250 +1%
CCIA
1830
Cherry Creek Investment Advisors
Colorado
$599K -$7.61K -221 -1%
DCM
1831
Donaldson Capital Management
Indiana
$599K -$58.7K -1,705 -9%
AT
1832
American Trust
Kentucky
$598K -$36.5K -1,060 -6%
ESB
1833
Essex Savings Bank
Connecticut
$598K +$31.5K +915 +5%
CC
1834
Constitution Capital
Connecticut
$598K +$622K +18,050 New
TB
1835
Terril Brothers
Missouri
$598K +$622K +18,050 New
LAM
1836
LifePro Asset Management
California
$596K +$4.31K +125 +0.7%
ICM
1837
IMS Capital Management
Oregon
$596K +$69 +2 +0%
AWM
1838
Abound Wealth Management
Tennessee
$595K +$24.5K +710 +4%
FWP
1839
Firethorn Wealth Partners
Georgia
$588K +$13.4K +388 +2%
BFWA
1840
Benchmark Financial Wealth Advisors
Florida
$587K +$130K +3,780 +27%
WA
1841
Wealthstar Advisors
Texas
$587K – – –
TAIM
1842
TD Ameritrade Investment Management
Nebraska
$586K -$147K -4,257 -19%
DBT
1843
Dubuque Bank & Trust
Iowa
$586K -$84.7K -2,460 -12%
LFA
1844
Landmark Financial Advisors
Kentucky
$586K -$22.4K -650 -4%
CI
1845
CX Institutional
Indiana
$585K +$228K +6,614 +60%
CIR
1846
Clear Investment Research
Georgia
$585K -$26K -756 -4%
FVWA
1847
Foster Victor Wealth Advisors
South Carolina
$585K -$10.5K -306 -2%
CRI
1848
Colonial River Investments
Virginia
$584K +$48.3K +1,403 +9%
IP
1849
Ignite Planners
California
$582K +$115K +3,343 +26%
PCMF
1850
Private Capital Management (Florida)
Florida
$580K – – –
72 73
74
75 76