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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
TPW
1901
Transatlantique Private Wealth
New York
$547K +$16K +550 +4%
NRI
1902
NFP Retirement Inc
California
$547K +$47.5K +1,632 +11%
MWA
1903
Muirfield Wealth Advisors
North Carolina
$547K +$473K +16,231 New
VCM
1904
Virtue Capital Management
Tennessee
$546K -$98.6K -3,386 -18%
SIG
1905
Sky Investment Group
Connecticut
$544K – – –
TI
1906
Truepoint Inc
Ohio
$544K +$471K +16,161 New
EFSCE
1907
Enterprise Financial Services Corp (EFSC)
Missouri
$544K -$29.4K -1,011 -6%
SGI
1908
Summit Global Investments
Utah
$543K -$167K -5,724 -26%
FFO
1909
Fortitude Family Office
Arizona
$542K +$469K +16,095 New
NFA
1910
Northern Financial Advisors
Michigan
$542K -$89.5K -3,073 -16%
ABLA
1911
Alan B. Lancz & Associates
Ohio
$541K -$20.4K -700 -4%
BHA
1912
Beech Hill Advisors
New York
$540K +$11.6K +400 +3%
WIM
1913
WealthPlan Investment Management
Nebraska
$540K – – –
CNBTD
1914
Citizens National Bank Trust Department
Mississippi
$539K – – –
HWA
1915
HHM Wealth Advisors
Tennessee
$538K -$2.42K -83 -0.5%
AWP
1916
Ascent Wealth Partners
New York
$538K -$3.12K -107 -0.7%
CPRC
1917
Consolidated Portfolio Review Corp
New York
$537K -$25.5K -877 -5%
CSB
1918
City State Bank
Iowa
$536K +$24.6K +845 +6%
HNWAG
1919
High Net Worth Advisory Group
Florida
$535K -$24.6K -844 -5%
PWAC
1920
Private Wealth Advisors (California)
California
$534K – – –
GPI
1921
General Partner Inc
Pennsylvania
$534K – – –
OIA
1922
Optimum Investment Advisors
Illinois
$532K +$32.7K +1,122 +8%
LSA
1923
Lion Street Advisors
Texas
$531K -$287K -9,863 -38%
SIC
1924
Shoker Investment Counsel
Ohio
$531K +$1.69K +58 +0.4%
TPWA
1925
TRUE Private Wealth Advisors
Oregon
$531K -$2.07K -71 -0.4%
75 76
77
78 79