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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
SC
1901
Sawyer & Company
Massachusetts
$628K -$17.1K -380 -2%
LWP
1902
Legacy Wealth Planning
Nevada
$627K -$118K -2,605 -15%
WC
1903
Whitney & Co
New York
$627K -$10.2K -225 -1%
CAM
1904
Cidel Asset Management
Ontario, Canada
$627K +$2.53K +56 +0.4%
WFAG
1905
Wescott Financial Advisory Group
Pennsylvania
$627K +$11.2K +248 +2%
W
1906
Wealthsimple
Ontario, Canada
$625K -$5.82K -129 -0.8%
CCIA
1907
Cherry Creek Investment Advisors
Colorado
$625K +$16.3K +362 +2%
ORC
1908
O'Rourke & Company
Massachusetts
$625K +$41.7K +925 +6%
FMB
1909
Field & Main Bank
Kentucky
$625K +$59.8K +1,325 +10%
WA
1910
Winfield Associates
Ohio
$624K +$439K +9,731 +180%
AWP
1911
Ascent Wealth Partners
New York
$622K -$30.6K -679 -4%
BIMC
1912
Benson Investment Management Company
Virginia
$621K – – –
AFP
1913
Ausdal Financial Partners
Iowa
$621K +$46.4K +1,028 +7%
CANC
1914
Culbertson A N & Co
Virginia
$621K +$680K +15,081 New
CPWA
1915
Cerro Pacific Wealth Advisors
California
$620K -$4.6K -102 -0.7%
CCC
1916
Chelsea Counsel Company
California
$619K – – –
SWM
1917
SFG Wealth Management
Maryland
$619K +$75.3K +1,670 +13%
CST
1918
Charles Schwab Trust
Nevada
$618K -$154K -3,423 -19%
AFAS
1919
Acorn Financial Advisory Services
Virginia
$618K -$19.7K -437 -3%
ICP
1920
Interchange Capital Partners
Pennsylvania
$618K -$16.8K -372 -2%
LWA
1921
Lineweaver Wealth Advisors
Ohio
$617K -$138K -3,049 -17%
RHAM
1922
Round Hill Asset Management
California
$613K – – –
LJCM
1923
Lee Johnson Capital Management
Texas
$612K -$1.7M -37,765 -72%
AIM
1924
Axiom Investment Management
New York
$612K -$184K -4,080 -22%
FMN
1925
Financial Management Network
California
$612K -$2.93K -65 -0.4%
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