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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
RFN
1901
RDA Financial Network
Iowa
$646K +$5.47K +120 +0.8%
TPWM
1902
Twelve Points Wealth Management
Massachusetts
$646K +$662K +14,526 New
CIC
1903
Crawford Investment Counsel
Georgia
$645K -$127K -2,790 -16%
AIC
1904
Archer Investment Corporation
Indiana
$645K +$91 +2 +0%
MPIA
1905
Mountain Pacific Investment Advisers
Idaho
$644K -$6.79K -149 -1%
EBT
1906
Enterprise Bank & Trust
Massachusetts
$643K -$19.6K -430 -3%
KFI
1907
Key Financial Inc
Pennsylvania
$643K – – –
SOW
1908
State of Wyoming
Wyoming
$643K +$42.5K +933 +7%
TNAM
1909
Terra Nova Asset Management
New York
$641K +$4.6K +101 +0.7%
EWA
1910
EverSource Wealth Advisors
Alabama
$641K +$657K +14,417 New
VCM
1911
Virtue Capital Management
Tennessee
$638K -$29.4K -646 -4%
RCA
1912
Ranch Capital Advisors
Florida
$638K +$9.57K +210 +1%
BRC
1913
Bell Rock Capital
Delaware
$637K +$604K +13,269 New
EWM
1914
Evermay Wealth Management
Virginia
$635K – – –
ORC
1915
O'Rourke & Company
Massachusetts
$634K +$649K +14,245 New
ISWM
1916
Independent Solutions Wealth Management
New York
$634K -$17.8K -390 -3%
DS
1917
DRW Securities
Illinois
$633K +$136K +2,987 +27%
AHC
1918
Adell Harriman & Carpenter
Texas
$630K +$1.96K +43 +0.3%
CP
1919
CenterBook Partners
Connecticut
$628K +$643K +14,121 New
BIA
1920
Barry Investment Advisors
Massachusetts
$626K -$79.1K -1,737 -11%
AFP
1921
Ausdal Financial Partners
Iowa
$625K -$28.1K -617 -4%
CNB
1922
Camden National Bank
Maine
$625K -$7.06K -155 -1%
EHAM
1923
Eagle Harbor Asset Management
Washington
$625K +$640K +14,039 New
NG
1924
Northstar Group
New York
$623K +$6.92K +152 +1%
DWM
1925
Defined Wealth Management
Oregon
$621K – – –
75 76
77
78 79