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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
RHAM
1926
Round Hill Asset Management
California
$463K – – –
LJCM
1927
Lee Johnson Capital Management
Texas
$462K – – –
TFA
1928
Toth Financial Advisory
Virginia
$460K +$432 +12 +0.1%
PIA
1929
Pinion Investment Advisors
Kansas
$459K -$74.9K -2,079 -12%
RZH
1930
Relyea Zuckerberg Hanson
Connecticut
$459K -$22.1K -615 -4%
ST
1931
Spinnaker Trust
Maine
$454K -$131K -3,649 -20%
SC
1932
Sawyer & Company
Massachusetts
$454K -$23.6K -655 -4%
SCM
1933
Spreng Capital Management
Ohio
$453K – – –
MPIA
1934
Mountain Pacific Investment Advisers
Idaho
$452K -$7.2K -200 -1%
BWA
1935
Brave Warrior Advisors
New York
$452K – – –
AIC
1936
Archer Investment Corporation
Indiana
$451K +$108 +3 +0%
MLA
1937
My Legacy Advisors
Oregon
$451K +$145K +4,014 +39%
TNAM
1938
Terra Nova Asset Management
New York
$448K +$108 +3 +0%
TPWM
1939
Twelve Points Wealth Management
Massachusetts
$447K – – –
TA
1940
TrueWealth Advisors
Alabama
$447K +$21.5K +597 +4%
WP
1941
WealthShield Partners
North Carolina
$446K -$117K -3,244 -18%
BIA
1942
Barry Investment Advisors
Massachusetts
$446K +$6.7K +186 +1%
FNBOSM
1943
First National Bank of South Miami
Florida
$445K -$95.7K -2,659 -16%
SN
1944
Sittner & Nelson
Oregon
$445K +$91.6K +2,544 +22%
BA
1945
Bluesphere Advisors
Pennsylvania
$445K +$246K +6,840 +92%
CI
1946
Cavalier Investments
Georgia
$443K +$8.1K +225 +2%
IP
1947
Ignite Planners
California
$442K +$24.3K +676 +5%
TSS
1948
Two Sigma Securities
New York
$441K -$1.31M -36,499 -72%
TCM
1949
Towercrest Capital Management
Pennsylvania
$441K – – –
LAM
1950
L2 Asset Management
Massachusetts
$440K -$11.8K -328 -2%
76 77
78
79 80