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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
NC
1926
NBW Capital
Massachusetts
$428K -$139K -4,877 -25%
CSB
1927
City State Bank
Iowa
$428K -$11.4K -400 -3%
TCM
1928
Towercrest Capital Management
Pennsylvania
$428K +$20.7K +724 +5%
RWS
1929
Resolute Wealth Strategies
Mississippi
$427K -$67.9K -2,380 -14%
GDP
1930
Great Diamond Partners
Maine
$427K -$35.2K -1,232 -8%
AGP
1931
Autumn Glory Partners
Texas
$426K -$50.2K -1,760 -11%
SEC
1932
Seven Eight Capital
New York
$426K -$361K -12,645 -46%
CIA
1933
Cape Investment Advisory
Georgia
$426K -$3.2K -112 -0.7%
FMN
1934
Financial Management Network
California
$425K -$13.7K -481 -3%
MCM
1935
MV Capital Management
Maryland
$424K +$15.3K +536 +4%
FWCM
1936
Ferguson Wellman Capital Management
Oregon
$424K -$1.28K -45 -0.3%
MA
1937
MJP Associates
Connecticut
$424K -$31.6K -1,108 -7%
WWMSC
1938
Wagner Wealth Management (South Carolina)
South Carolina
$421K -$20.3K -711 -5%
RHAM
1939
Round Hill Asset Management
California
$421K -$5.51K -193 -1%
OIA
1940
Optimum Investment Advisors
Illinois
$421K +$14.3K +500 +4%
SLG
1941
Stanley-Laman Group
Pennsylvania
$419K +$17.6K +618 +4%
ESB
1942
Essex Savings Bank
Connecticut
$419K -$64.2K -2,251 -13%
UH
1943
Unigestion Holding
Switzerland
$419K -$79.2K -2,774 -16%
NRI
1944
NFP Retirement Inc
California
$418K +$685 +24 +0.2%
LNB
1945
Ledyard National Bank
$417K -$10.3K -362 -2%
DCM
1946
Donaldson Capital Management
Indiana
$417K -$70.9K -2,483 -15%
CIC
1947
Chilton Investment Company
Connecticut
$417K -$779K -27,291 -65%
BWA
1948
Brave Warrior Advisors
New York
$417K – – –
TC
1949
Telemus Capital
Michigan
$416K -$95.3K -3,341 -19%
OPPS
1950
Obsidian Personal Planning Solutions
Maryland
$416K +$167K +5,869 +68%
76 77
78
79 80