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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
KV
1876
Kickstand Ventures
New York
$936K -$53.7K -1,100 -6%
MFC
1877
Mechanics Financial Corp
Ohio
$935K +$33.3K +682 +4%
MWA
1878
Monograph Wealth Advisors
California
$935K +$884K +18,130 New
TB
1879
Terril Brothers
Missouri
$931K – – –
FCAS
1880
First Command Advisory Services
Texas
$930K -$156K -3,195 -15%
SCM
1881
Spring Capital Management
Texas
$929K – – –
PI
1882
Parkside Investments
Illinois
$929K +$146K +3,000 +20%
CCA
1883
Childress Capital Advisors
Texas
$928K +$154K +3,161 +21%
LCM
1884
LVM Capital Management
Michigan
$928K -$1.95K -40 -0.2%
AA
1885
Auxano Advisors
Washington
$927K -$75.9K -1,555 -8%
PWM
1886
PBMares Wealth Management
Virginia
$927K +$138K +2,834 +19%
NA
1887
Navellier & Associates
Nevada
$926K +$266K +5,444 +44%
CB
1888
Centennial Bank
Arkansas
$925K -$82.9K -1,700 -9%
PWM
1889
Prentice Wealth Management
New York
$925K -$7.46K -153 -0.8%
CPSC
1890
Carl P. Sherr & Co
Massachusetts
$925K +$2.34K +48 +0.3%
CCAM
1891
Cascades Capital Asset Management
North Carolina
$924K +$11.3K +232 +1%
SWGC
1892
Summit Wealth Group (Colorado)
Colorado
$923K +$1.43M +29,376 +680%
AFG
1893
Allegheny Financial Group
Pennsylvania
$920K -$1.9K -39 -0.2%
HCM
1894
Hall Capital Management
Rhode Island
$917K -$4.15K -85 -0.5%
TP
1895
Tranquility Partners
Tennessee
$913K -$32.7K -671 -4%
AIA
1896
AIMZ Investment Advisors
California
$910K – – –
KA
1897
Klingman & Associates
New York
$910K +$332K +6,814 +63%
FWP
1898
Firethorn Wealth Partners
Georgia
$910K +$17.3K +355 +2%
AIM
1899
Acropolis Investment Management
Missouri
$908K +$270K +5,531 +40%
HIMS
1900
Hager Investment Management Services
New Hampshire
$908K -$32.7K -670 -4%
74 75
76
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