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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
TPWM
1901
Twelve Points Wealth Management
Massachusetts
$646K +$662K +14,526 New
CIC
1902
Crawford Investment Counsel
Georgia
$645K -$127K -2,790 -16%
AIC
1903
Archer Investment Corporation
Indiana
$645K +$91 +2 +0%
MPIA
1904
Mountain Pacific Investment Advisers
Idaho
$644K -$6.79K -149 -1%
EBT
1905
Enterprise Bank & Trust
Massachusetts
$643K -$19.6K -430 -3%
KFI
1906
Key Financial Inc
Pennsylvania
$643K – – –
SOW
1907
State of Wyoming
Wyoming
$643K +$42.5K +933 +7%
TNAM
1908
Terra Nova Asset Management
New York
$641K +$4.6K +101 +0.7%
EWA
1909
EverSource Wealth Advisors
Alabama
$641K +$657K +14,417 New
VCM
1910
Virtue Capital Management
Tennessee
$638K -$29.4K -646 -4%
RCA
1911
Ranch Capital Advisors
Florida
$638K +$9.57K +210 +1%
BRC
1912
Bell Rock Capital
Delaware
$637K +$604K +13,269 New
EWM
1913
Evermay Wealth Management
Virginia
$635K – – –
ORC
1914
O'Rourke & Company
Massachusetts
$634K +$649K +14,245 New
ISWM
1915
Independent Solutions Wealth Management
New York
$634K -$17.8K -390 -3%
DS
1916
DRW Securities
Illinois
$633K +$136K +2,987 +27%
AHC
1917
Adell Harriman & Carpenter
Texas
$630K +$1.96K +43 +0.3%
CP
1918
CenterBook Partners
Connecticut
$628K +$643K +14,121 New
BIA
1919
Barry Investment Advisors
Massachusetts
$626K -$79.1K -1,737 -11%
AFP
1920
Ausdal Financial Partners
Iowa
$625K -$28.1K -617 -4%
CNB
1921
Camden National Bank
Maine
$625K -$7.06K -155 -1%
EHAM
1922
Eagle Harbor Asset Management
Washington
$625K +$640K +14,039 New
NG
1923
Northstar Group
New York
$623K +$6.92K +152 +1%
DWM
1924
Defined Wealth Management
Oregon
$621K – – –
DWM
1925
Doyle Wealth Management
Florida
$619K +$5.29K +116 +0.8%
75 76
77
78 79