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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
CVM
1951
Cheviot Value Management
California
$309K -$8.05K -249 -3%
VCM
1952
Virtue Capital Management
Tennessee
$308K +$51.2K +1,583 +22%
BAM
1953
Bellevue Asset Management
Washington
$306K +$281K +8,684 New
HI
1954
Harrington Investments
California
$303K +$278K +8,600 New
CWA
1955
Clarity Wealth Advisors
California
$303K +$279K +8,630 New
ACM
1956
Allred Capital Management
Texas
$302K -$34.5K -1,067 -11%
ACM
1957
AlphaStar Capital Management
North Carolina
$302K -$19.6K -605 -7%
NG
1958
Northstar Group
New York
$302K -$12.6K -391 -4%
BWM
1959
BT Wealth Management
Georgia
$300K +$275K +8,521 New
DCM
1960
Driehaus Capital Management
Illinois
$299K -$11.7K -362 -4%
LF
1961
LifeSteps Financial
California
$299K +$275K +8,494 New
OAM
1962
Oak Asset Management
California
$297K -$64.1K -1,984 -19%
I
1963
INVST
Indiana
$296K -$517 -16 -0.2%
UF
1964
Univest Financial
Pennsylvania
$295K -$4.37M -135,315 -91%
HAIM
1965
Hunter Associates Investment Management
Pennsylvania
$295K – – –
ACA
1966
Affinity Capital Advisors
California
$295K +$271K +8,380 New
THWM
1967
Taylor Hoffman Wealth Management
Virginia
$293K – – –
CG
1968
Corundum Group
Colorado
$293K +$11.8K +365 +5%
SFG
1969
Summit Financial Group
West Virginia
$292K – – –
SAG
1970
Spotlight Asset Group
Illinois
$292K +$380K +11,764 New
IAP
1971
Indie Asset Partners
Indiana
$291K +$267K +8,264 New
SWA
1972
SFMG Wealth Advisors
Texas
$288K -$1.94K -60 -0.7%
ACP
1973
Aveo Capital Partners
Colorado
$288K +$485 +15 +0.2%
GPA
1974
Guidance Point Advisors
Massachusetts
$287K +$1.36K +42 +0.5%
AMM
1975
American Money Management
California
$286K -$1.1K -34 -0.4%
77 78
79
80 81