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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
SICM
1951
Sustainable Insight Capital Management
New York
$433K -$28.2K -700 -6%
CPSAC
1952
Chas P. Smith & Associates (CPS)
Florida
$433K -$2.5K -62 -0.6%
HIP
1953
HUB Investment Partners
Texas
$431K +$5.8K +144 +1%
HAS
1954
HBW Advisory Services
California
$430K -$51.8K -1,287 -11%
FPCP
1955
Fort Point Capital Partners
California
$430K +$9.27K +230 +2%
BWM
1956
Blossom Wealth Management
California
$430K +$35.3K +876 +9%
BC
1957
Brio Consultants
California
$428K -$5.48K -136 -1%
SWM
1958
Segment Wealth Management
Texas
$427K -$57.1K -1,418 -12%
CWP
1959
CFM Wealth Partners
Texas
$425K +$8.06K +200 +2%
TCM
1960
Triumph Capital Management
Colorado
$424K +$30.3K +751 +8%
BB
1961
Bell Bank
North Dakota
$423K – – –
RWI
1962
Red Wave Investments
Pennsylvania
$423K +$765 +19 +0.2%
PTC
1963
Provident Trust Company
Wisconsin
$423K +$401K +9,957 New
HWM
1964
Hemington Wealth Management
Virginia
$422K +$2.17K +54 +0.5%
KTC
1965
Kistler-Tiffany Companies
Pennsylvania
$420K – – –
MIM
1966
Moseley Investment Management
Florida
$419K – – –
KA
1967
Kozak & Associates
Colorado
$419K +$358K +8,896 New
LIG
1968
Lokken Investment Group
Delaware
$418K – – –
PAIM
1969
Punch & Associates Investment Management
Minnesota
$418K – – –
BCP
1970
Berkeley Capital Partners
Georgia
$418K +$121 +3 +0%
VST
1971
Van Strum & Towne
California
$417K – – –
FMP
1972
Financial Management Professionals
Texas
$417K +$35.4K +878 +10%
MWP
1973
Madison Wealth Partners
Wisconsin
$415K +$1.77K +44 +0.5%
BAM
1974
Brave Asset Management
New Jersey
$414K – – –
BEAM
1975
Baker Ellis Asset Management
Washington
$413K -$72.5K -1,800 -16%
77 78
79
80 81