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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
TB
1901
Terril Brothers
Missouri
$854K +$10.8K +257 +1%
LCM
1902
LVM Capital Management
Michigan
$853K -$12.6K -300 -2%
SCM
1903
Spring Capital Management
Texas
$852K – – –
CPSC
1904
Carl P. Sherr & Co
Massachusetts
$846K -$48.4K -1,151 -6%
AFG
1905
Allegheny Financial Group
Pennsylvania
$845K -$40.7K -967 -5%
HCM
1906
Hall Capital Management
Rhode Island
$845K +$75.3K +1,791 +11%
BMCM
1907
Bryn Mawr Capital Management
Pennsylvania
$844K +$78.5K +1,866 +12%
1WA
1908
180 Wealth Advisors
Washington
$843K +$11.4K +271 +2%
CPWA
1909
Cerro Pacific Wealth Advisors
California
$842K +$60.6K +1,440 +9%
SPA
1910
Sherbrooke Park Advisers
New York
$842K +$213K +5,068 +40%
WFAG
1911
Worth Financial Advisory Group
North Carolina
$841K -$39.4K -936 -5%
BTWM
1912
Baker Tilly Wealth Management
Wisconsin
$841K -$30.5K -724 -4%
LSA
1913
Lion Street Advisors
Texas
$837K +$14.4K +343 +2%
CCAM
1914
Cascades Capital Asset Management
North Carolina
$837K +$72.5K +1,723 +11%
CWMK
1915
Caliber Wealth Management (Kansas)
Kansas
$837K +$71.5K +1,700 +11%
APW
1916
Austin Private Wealth
Texas
$836K +$32.1K +762 +5%
AIM
1917
Advyzon Investment Management
Illinois
$836K +$191K +4,531 +35%
AIA
1918
AIMZ Investment Advisors
California
$835K – – –
CPA
1919
Capital Performance Advisors
California
$835K -$81.5K -1,936 -10%
OWM
1920
OneAscent Wealth Management
Alabama
$834K +$53.8K +1,279 +8%
BSI
1921
Bennett Selby Investments
Maine
$833K +$547 +13 +0.1%
SFA
1922
Semmax Financial Advisors
North Carolina
$830K -$6.73K -160 -0.9%
WC
1923
Whitney & Co
New York
$830K – – –
PCM
1924
Pointe Capital Management
Michigan
$828K +$3.41K +81 +0.5%
MFC
1925
Mechanics Financial Corp
Ohio
$826K -$55.5K -1,319 -7%
75 76
77
78 79