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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
YIA
1876
YHB Investment Advisors
Connecticut
$658K -$38K -842 -5%
SWM
1877
Segment Wealth Management
Texas
$658K +$36.4K +806 +5%
VT
1878
Vise Technologies
New York
$657K +$719K +15,944 New
NFSG
1879
Newbridge Financial Services Group
Florida
$656K -$59.1K -1,309 -8%
FPCP
1880
Fort Point Capital Partners
California
$656K +$15.2K +336 +2%
BSI
1881
Bennett Selby Investments
Maine
$656K +$17.9K +396 +3%
ZIG
1882
Zullo Investment Group
Pennsylvania
$655K +$4.96K +110 +0.7%
COCM
1883
Charter Oak Capital Management
New Hampshire
$654K -$8.75K -194 -1%
WAS
1884
WESPAC Advisors SoCal
California
$653K – – –
CWM
1885
Chesapeake Wealth Management
Virginia
$653K +$442K +9,792 +161%
MFG
1886
Menard Financial Group
Texas
$651K -$35.1K -777 -5%
CF
1887
Copperwynd Financial
Arizona
$651K +$14.3K +316 +2%
CS
1888
Capital Square
Tennessee
$649K -$14.4K -320 -2%
HIC
1889
Harvey Investment Company
Kentucky
$647K – – –
SIA
1890
SkyView Investment Advisors
New Jersey
$646K +$171K +3,800 +30%
VCP
1891
Verus Capital Partners
Arizona
$645K +$728K +16,145 New
OIA
1892
Optimum Investment Advisors
Illinois
$644K -$67.7K -1,500 -9%
SSWM
1893
Sheets Smith Wealth Management
North Carolina
$642K +$31.6K +700 +5%
HWA
1894
HHM Wealth Advisors
Tennessee
$641K -$19.9K -440 -3%
PHS
1895
Pekin Hardy Strauss
Illinois
$640K +$13.5K +300 +2%
ACM
1896
Aquatic Capital Management
Illinois
$639K +$699K +15,500 New
VWM
1897
Venturi Wealth Management
Texas
$636K – – –
IFA
1898
Index Fund Advisors
California
$636K +$696K +15,430 New
FBFS
1899
First Business Financial Services
Wisconsin
$635K – – –
SIG
1900
Sky Investment Group
Connecticut
$632K – – –
74 75
76
77 78