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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
LWA
1851
Ledgewood Wealth Advisors
New Hampshire
$708K +$80.6K +2,012 +13%
DDC
1852
DF Dent & Co
Maryland
$707K -$36.1K -902 -5%
WC
1853
Whitney & Co
New York
$707K – – –
MWA
1854
Muirfield Wealth Advisors
North Carolina
$705K +$51.9K +1,294 +8%
OL
1855
OneFund LLC
Florida
$704K -$11.4K -285 -2%
SP
1856
Stonebrook Private
Michigan
$702K +$49.7K +1,239 +8%
KCM
1857
Kanawha Capital Management
Virginia
$701K -$26.7K -667 -4%
AIA
1858
AIMZ Investment Advisors
California
$700K +$85.8K +2,142 +14%
CAM
1859
Close Asset Management
United Kingdom
$700K – – –
GAM
1860
Grandview Asset Management
Pennsylvania
$700K +$3.13K +78 +0.4%
BSI
1861
Bennett Selby Investments
Maine
$700K -$7.05K -176 -1%
CIR
1862
Clear Investment Research
Georgia
$699K +$40 +1 +0%
WCM
1863
Whitener Capital Management
North Carolina
$698K +$20K +500 +3%
SA
1864
Strategic Advocates
Utah
$698K -$230K -5,740 -25%
GCAC
1865
Guardian Capital Advisors (Canada)
Ontario, Canada
$695K – – –
OPA
1866
Old Port Advisors
Maine
$695K -$42.2K -1,052 -6%
GPA
1867
Garrison Point Advisors
California
$694K +$30.1K +751 +4%
JSL
1868
JT Stratford LLC
Georgia
$693K +$25.1K +627 +4%
RCA
1869
Resonant Capital Advisors
Wisconsin
$692K +$19.2K +478 +3%
MSAM
1870
Moloney Securities Asset Management
Missouri
$690K -$79K -1,970 -10%
BB
1871
Bell Bank
North Dakota
$690K +$40 +1 +0%
HL
1872
HeadInvest LLC
Maine
$688K -$41.1K -1,025 -6%
CI
1873
Cavalier Investments
Georgia
$687K +$41.5K +1,035 +6%
EFA
1874
Evernest Financial Advisors
Indiana
$686K -$401 -10 -0.1%
CJL
1875
Cyrus J. Lawrence
New York
$686K -$10.8K -270 -2%
73 74
75
76 77