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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
HA
1951
HC Advisors
Georgia
$310K +$284K +8,800 New
CVM
1952
Cheviot Value Management
California
$309K -$8.05K -249 -3%
VCM
1953
Virtue Capital Management
Tennessee
$308K +$51.2K +1,583 +22%
BAM
1954
Bellevue Asset Management
Washington
$306K +$281K +8,684 New
HI
1955
Harrington Investments
California
$303K +$278K +8,600 New
CWA
1956
Clarity Wealth Advisors
California
$303K +$279K +8,630 New
ACM
1957
Allred Capital Management
Texas
$302K -$34.5K -1,067 -11%
ACM
1958
AlphaStar Capital Management
North Carolina
$302K -$19.6K -605 -7%
NG
1959
Northstar Group
New York
$302K -$12.6K -391 -4%
BWM
1960
BT Wealth Management
Georgia
$300K +$275K +8,521 New
DCM
1961
Driehaus Capital Management
Illinois
$299K -$11.7K -362 -4%
LF
1962
LifeSteps Financial
California
$299K +$275K +8,494 New
OAM
1963
Oak Asset Management
California
$297K -$64.1K -1,984 -19%
I
1964
INVST
Indiana
$296K -$517 -16 -0.2%
UF
1965
Univest Financial
Pennsylvania
$295K -$4.37M -135,315 -91%
HAIM
1966
Hunter Associates Investment Management
Pennsylvania
$295K – – –
ACA
1967
Affinity Capital Advisors
California
$295K +$271K +8,380 New
THWM
1968
Taylor Hoffman Wealth Management
Virginia
$293K – – –
CG
1969
Corundum Group
Colorado
$293K +$11.8K +365 +5%
SFG
1970
Summit Financial Group
West Virginia
$292K – – –
SAG
1971
Spotlight Asset Group
Illinois
$292K +$380K +11,764 New
IAP
1972
Indie Asset Partners
Indiana
$291K +$267K +8,264 New
SWA
1973
SFMG Wealth Advisors
Texas
$288K -$1.94K -60 -0.7%
ACP
1974
Aveo Capital Partners
Colorado
$288K +$485 +15 +0.2%
GPA
1975
Guidance Point Advisors
Massachusetts
$287K +$1.36K +42 +0.5%
77 78
79
80 81