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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
BWA
1901
Blodgett Wealth Advisors
California
$534K -$121K -3,500 -18%
WC
1902
Whitney & Co
New York
$534K -$3.44K -100 -0.6%
BHA
1903
Beech Hill Advisors
New York
$532K +$138K +4,000 +33%
LCM
1904
LVM Capital Management
Michigan
$531K -$86.1K -2,500 -13%
SIG
1905
Sky Investment Group
Connecticut
$531K +$1.21K +35 +0.2%
TIA
1906
Traphagen Investment Advisors
New Jersey
$531K -$14.9K -433 -3%
OIA
1907
Optimum Investment Advisors
Illinois
$529K -$6.89K -200 -1%
HCM
1908
Hall Capital Management
Rhode Island
$528K -$3.27K -95 -0.6%
CFP
1909
Catalyst Financial Partners
Massachusetts
$528K +$549K +15,953 New
FWSM
1910
First Wilshire Securities Management
California
$528K – – –
MAWCM
1911
Mine & Arao Wealth Creation & Management
California
$527K -$17.4K -506 -3%
RZH
1912
Relyea Zuckerberg Hanson
Connecticut
$526K +$49.5K +1,437 +10%
BAG
1913
Bridgewealth Advisory Group
California
$525K +$546K +15,862 New
GPI
1914
General Partner Inc
Pennsylvania
$524K +$545K +15,817 New
MA
1915
MJP Associates
Connecticut
$523K +$77.4K +2,246 +17%
AWM
1916
AllSquare Wealth Management
New York
$522K +$29.3K +850 +6%
CFO
1917
CVA Family Office
Colorado
$522K -$21.4K -620 -4%
OMIC
1918
Old Mission Investment Co
Michigan
$521K +$45.8K +1,330 +9%
CSB
1919
City State Bank
Iowa
$521K -$1.72K -50 -0.3%
FNBOH
1920
First National Bank of Hutchinson
Kansas
$520K -$88.2K -2,560 -14%
HIC
1921
Harvey Investment Company
Kentucky
$520K – – –
FWCM
1922
Ferguson Wellman Capital Management
Oregon
$520K +$196K +5,697 +57%
KI
1923
Kula Investments
Illinois
$518K +$1M +29,095 New
SIC
1924
Shoker Investment Counsel
Ohio
$518K -$27.3K -792 -5%
ABLA
1925
Alan B. Lancz & Associates
Ohio
$517K – – –
75 76
77
78 79