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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
CST
1876
Charles Schwab Trust
Nevada
$467K +$66.9K +2,346 +16%
BWM
1877
BigSur Wealth Management
Florida
$466K -$14.3K -500 -3%
IWA
1878
Intercontinental Wealth Advisors
Texas
$465K -$52.4K -1,835 -10%
SIG
1879
Sky Investment Group
Connecticut
$464K +$4.85K +170 +1%
SN
1880
Sittner & Nelson
Oregon
$464K +$72.4K +2,538 +19%
SAM
1881
Summit Asset Management
Tennessee
$461K +$35.2K +1,232 +8%
BHA
1882
Beech Hill Advisors
New York
$460K – – –
FFG
1883
Fortem Financial Group
California
$460K +$4.99K +175 +1%
CNBTD
1884
Citizens National Bank Trust Department
Mississippi
$459K -$140K -4,920 -24%
KC
1885
Kenfarb & Co
Kentucky
$459K +$457K +16,000 New
HWA
1886
HHM Wealth Advisors
Tennessee
$459K +$6.13K +215 +1%
TIA
1887
Traphagen Investment Advisors
New Jersey
$458K -$32.2K -1,127 -7%
FAM
1888
Flaharty Asset Management
Florida
$458K -$61.7K -2,163 -12%
HI
1889
Harbour Investments
Wisconsin
$457K -$109K -3,807 -19%
WA
1890
WealthTrust Axiom
Pennsylvania
$457K -$22.6K -793 -5%
AIC
1891
Archer Investment Corporation
Indiana
$456K +$11.2K +394 +3%
PWAC
1892
Private Wealth Advisors (California)
California
$455K -$1.28K -45 -0.3%
MCCA
1893
Mill Creek Capital Advisors
Pennsylvania
$454K -$1.18M -41,371 -72%
GPI
1894
General Partner Inc
Pennsylvania
$454K – – –
WFAG
1895
Wescott Financial Advisory Group
Pennsylvania
$452K +$6.28K +220 +1%
VCP
1896
Verus Capital Partners
Arizona
$452K -$4.14K -145 -0.9%
MAWCM
1897
Mine & Arao Wealth Creation & Management
California
$451K -$7.11K -249 -2%
HIC
1898
Harvey Investment Company
Kentucky
$450K – – –
SIC
1899
Shoker Investment Counsel
Ohio
$449K +$171 +6 +0%
CAM
1900
Cidel Asset Management
Ontario, Canada
$449K +$2.74K +96 +0.6%
74 75
76
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