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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
GPI
1926
General Partner Inc
Pennsylvania
$631K +$1.88K +49 +0.3%
ZIG
1927
Zullo Investment Group
Pennsylvania
$630K +$38.7K +1,011 +7%
LWA
1928
Ledgewood Wealth Advisors
New Hampshire
$629K -$14K -366 -2%
LI
1929
LRI Investments
Florida
$628K +$160K +4,174 +36%
DPIM
1930
Duff & Phelps Investment Management
Illinois
$628K -$2.44M -63,635 -80%
AA
1931
Addison Advisors
Vermont
$627K +$32.5K +849 +6%
FWM
1932
Forza Wealth Management
Florida
$626K +$10.9K +284 +2%
AGP
1933
Autumn Glory Partners
Texas
$625K -$791K -20,635 -57%
UWS
1934
Unique Wealth Strategies
Illinois
$625K – – –
AWAP
1935
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$624K -$5.75K -150 -0.9%
HIC
1936
Harvey Investment Company
Kentucky
$624K – – –
WBWA
1937
William B. Walkup & Associates
South Carolina
$624K +$601K +15,678 New
SIG
1938
Sky Investment Group
Connecticut
$623K -$19.8K -516 -3%
FCFC
1939
First Citizens Financial Corp
Iowa
$622K – – –
WA
1940
WealthTrust Axiom
Pennsylvania
$622K -$7.93K -207 -1%
KIA
1941
Knollwood Investment Advisory
Maryland
$622K +$599K +15,638 New
RIG
1942
RiverFront Investment Group
Virginia
$621K +$10.5K +273 +2%
CPWA
1943
Cerro Pacific Wealth Advisors
California
$620K +$598K +15,591 New
SN
1944
Sittner & Nelson
Oregon
$620K +$115 +3 +0%
CAMV
1945
Concord Asset Management (Virginia)
Virginia
$619K -$1.26M -32,830 -68%
EBT
1946
Enterprise Bank & Trust
Massachusetts
$619K -$3.83K -100 -0.6%
AIA
1947
AIMZ Investment Advisors
California
$616K -$138K -3,589 -19%
CWA
1948
Canvas Wealth Advisors
Kansas
$616K -$167K -4,355 -23%
CSB
1949
City State Bank
Iowa
$616K -$17.1K -447 -3%
I
1950
InceptionR
California
$616K +$593K +15,486 New
76 77
78
79 80