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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
HWA
1901
HHM Wealth Advisors
Tennessee
$739K +$37.6K +843 +5%
HIMS
1902
Hager Investment Management Services
New Hampshire
$738K +$26K +584 +3%
CAM
1903
Close Asset Management
United Kingdom
$737K – – –
AIA
1904
AIMZ Investment Advisors
California
$736K – – –
BSI
1905
Bennett Selby Investments
Maine
$734K -$1.56K -35 -0.2%
1WA
1906
180 Wealth Advisors
Washington
$732K +$11.9K +267 +2%
WC
1907
Whitney & Co
New York
$732K – – –
WCA
1908
Westover Capital Advisors
Delaware
$731K +$2.85K +64 +0.4%
BCM
1909
Brasada Capital Management
Texas
$730K -$178K -4,000 -19%
IIM
1910
InTrack Investment Management
Vermont
$728K -$652K -14,625 -46%
CIR
1911
Clear Investment Research
Georgia
$728K +$267 +6 +0%
CL
1912
CSS LLC
Illinois
$728K -$203K -4,560 -21%
AIC
1913
Archer Investment Corporation
Indiana
$727K +$144K +3,236 +23%
PCM
1914
Pointe Capital Management
Michigan
$726K – – –
LWA
1915
Ledgewood Wealth Advisors
New Hampshire
$726K -$19.7K -443 -2%
LIA
1916
LBMC Investment Advisors
Tennessee
$726K -$178K -3,990 -19%
NI
1917
Natural Investments
California
$725K +$22.5K +505 +3%
BB
1918
Bell Bank
North Dakota
$725K +$668 +15 +0.1%
CB
1919
Community Bank
New York
$725K +$29.4K +659 +4%
LSA
1920
Lion Street Advisors
Texas
$724K +$12K +270 +2%
JAG
1921
Journey Advisory Group
Kentucky
$722K -$473K -10,625 -38%
RZH
1922
Relyea Zuckerberg Hanson
Connecticut
$722K -$53.7K -1,205 -7%
KBG
1923
Kahn Brothers Group
New York
$721K -$96K -2,155 -11%
LJAC
1924
L.J. Altfest & Co
New York
$719K -$93.6K -2,101 -11%
CPWA
1925
Cerro Pacific Wealth Advisors
California
$719K +$713 +16 +0.1%
75 76
77
78 79