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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
BWCS
1876
Beirne Wealth Consulting Services
Connecticut
$453K -$5.82K -174 -1%
WFAG
1877
Wescott Financial Advisory Group
Pennsylvania
$453K -$2.41K -72 -0.5%
SC
1878
Shay Capital
New York
$453K +$501K +15,000 New
SC
1879
Skylands Capital
Wisconsin
$453K +$501K +15,000 New
VWM
1880
Venturi Wealth Management
Texas
$452K -$15.3K -457 -3%
EWA
1881
Encompass Wealth Advisors
Oregon
$452K +$67 +2 +0%
AF
1882
Alerus Financial
North Dakota
$451K -$4.5M -134,650 -90%
SIC
1883
Sterling Investment Counsel
New York
$451K -$7.69K -230 -2%
AAM
1884
Augustine Asset Management
Florida
$450K -$67.8K -2,027 -12%
AWM
1885
AllSquare Wealth Management
New York
$450K – – –
RHAM
1886
Round Hill Asset Management
California
$450K +$1.17K +35 +0.2%
RBC
1887
Romano Brothers & Co
Illinois
$448K +$496K +14,842 New
EHAM
1888
Eagle Harbor Asset Management
Washington
$445K -$13.3K -397 -3%
ABLA
1889
Alan B. Lancz & Associates
Ohio
$443K – – –
FIB
1890
First Interstate Bank
Montana
$442K +$206K +6,155 +72%
SC
1891
Sawyer & Company
Massachusetts
$441K – – –
CA
1892
CoreCap Advisors
Michigan
$441K +$23.2K +695 +5%
AWA
1893
Amplius Wealth Advisors
Pennsylvania
$440K +$487K +14,574 New
BWA
1894
Brave Warrior Advisors
New York
$439K – – –
AIC
1895
Archer Investment Corporation
Indiana
$438K +$100 +3 +0%
RZH
1896
Relyea Zuckerberg Hanson
Connecticut
$436K -$10K -299 -2%
TNAM
1897
Terra Nova Asset Management
New York
$435K +$100 +3 +0%
GC
1898
Gratus Capital
Georgia
$435K +$76.1K +2,276 +19%
TPWM
1899
Twelve Points Wealth Management
Massachusetts
$434K – – –
TA
1900
TrueWealth Advisors
Alabama
$434K +$401 +12 +0.1%
74 75
76
77 78