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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
BT
1851
Brandywine Trust
Delaware
$516K – – –
FMB
1852
Field & Main Bank
Kentucky
$515K +$17.3K +500 +4%
PFA
1853
Pathway Financial Advisors
Vermont
$514K – – –
JWCA
1854
J.W. Coons Advisors
Ohio
$513K -$24.2K -700 -5%
PPP
1855
Private Portfolio Partners
New Jersey
$513K +$4.55K +132 +1%
AP
1856
Atwood & Palmer
Missouri
$511K +$4.38K +127 +1%
UH
1857
Unigestion Holding
Switzerland
$510K +$455K +13,175 New
RCG
1858
Rock Creek Group
District of Columbia
$509K -$966K -27,987 -68%
OCM
1859
Orleans Capital Management
Louisiana
$509K -$20.7K -600 -4%
TCM
1860
Towercrest Capital Management
Pennsylvania
$508K -$4.31K -125 -0.9%
GM
1861
GeoWealth Management
Illinois
$508K +$375K +10,871 +484%
KM
1862
Kalos Management
Georgia
$507K +$54.6K +1,581 +15%
CFA
1863
Cahill Financial Advisors
Minnesota
$506K -$1.21K -35 -0.3%
VFM
1864
Vivid Financial Management
California
$505K -$15.9K -462 -3%
TPWA
1865
TRUE Private Wealth Advisors
Oregon
$504K +$20.4K +591 +5%
RCM
1866
Requisite Capital Management
Texas
$504K +$69K +2,000 +18%
SAF
1867
Smith Anglin Financial
Texas
$503K +$8.04K +233 +2%
MWPCG
1868
Measured Wealth Private Client Group
New Hampshire
$503K +$147K +4,257 +49%
BFPW
1869
BOK Financial Private Wealth
Colorado
$503K +$201K +5,825 +81%
CNB
1870
Camden National Bank
Maine
$502K +$48.9K +1,416 +12%
CNC
1871
Camden National Corporation
Maine
$502K +$448K +12,984 New
C
1872
Certuity
Florida
$500K +$81.4K +2,359 +22%
LCM
1873
LVM Capital Management
Michigan
$498K -$31.1K -901 -7%
LA
1874
LVW Advisors
New York
$496K -$27.7K -802 -6%
SFS
1875
Summit Financial Strategies
Ohio
$494K -$7.7K -223 -2%
73 74
75
76 77