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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
TF
1826
Tudor Financial
Ohio
$890K +$175K +3,982 +24%
CCM
1827
Crew Capital Management
Ohio
$886K – – –
LCM
1828
Leisure Capital Management
California
$885K -$22.9K -521 -3%
WPA
1829
West Paces Advisors
Georgia
$885K -$46.9K -1,066 -5%
OC
1830
Opinicus Capital
Florida
$882K -$20.2K -459 -2%
EAM
1831
Empirical Asset Management
Massachusetts
$882K +$641K +14,576 +48%
WC
1832
Westhampton Capital
North Carolina
$880K – – –
MFG
1833
MidWestOne Financial Group
Iowa
$880K +$13.2K +300 +2%
CCC
1834
Chelsea Counsel Company
California
$879K -$30.8K -700 -3%
BCM
1835
BTC Capital Management
Iowa
$879K -$3.56K -81 -0.4%
CCI
1836
Credit Capital Investments
New Jersey
$879K – – –
MA
1837
MSA Advisors
California
$879K – – –
LAIC
1838
Lederer & Associates Investment Counsel
California
$879K +$9.55K +217 +1%
HFM
1839
Hartford Funds Management
Pennsylvania
$879K +$71.1K +1,615 +9%
FPWM
1840
FSB Premier Wealth Management
Iowa
$878K +$72.3K +1,643 +9%
BIM
1841
Baldwin Investment Management
Pennsylvania
$875K -$70.4K -1,600 -7%
CF
1842
Copperwynd Financial
Arizona
$874K -$11.7K -267 -1%
FM
1843
Foster & Motley
Ohio
$873K +$199K +4,520 +29%
EPAM
1844
Evelyn Partners Asset Management
$873K +$874K +19,858 New
VA
1845
Valmark Advisers
Ohio
$872K -$158K -3,599 -15%
TC
1846
TAGStone Capital
North Carolina
$870K +$9.99K +227 +1%
KCM
1847
Kanawha Capital Management
Virginia
$865K +$88.4K +2,010 +11%
WW
1848
Waterfront Wealth
Kansas
$864K +$72.4K +1,645 +9%
HL
1849
HeadInvest LLC
Maine
$863K +$101K +2,300 +13%
RL
1850
Rogco LP
Oklahoma
$862K -$484 -11 -0.1%
72 73
74
75 76