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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
CIC
1951
Crawford Investment Counsel
Georgia
$595K -$2.39K -53 -0.4%
MFW
1952
Meristem Family Wealth
Minnesota
$594K -$106K -2,346 -14%
TNAM
1953
Terra Nova Asset Management
New York
$594K +$90 +2 +0%
AWM
1954
AllSquare Wealth Management
New York
$594K +$90.2K +2,000 +16%
TPWM
1955
Twelve Points Wealth Management
Massachusetts
$592K -$7.45K -165 -1%
DWM
1956
Defined Wealth Management
Oregon
$592K +$18K +400 +3%
IA
1957
IAM Advisory
Pennsylvania
$592K +$648K +14,356 New
KA
1958
Kercheville Advisors
Texas
$591K +$53.2K +1,180 +9%
VIM
1959
VELA Investment Management
Ohio
$590K -$42.8K -948 -6%
SCM
1960
Spreng Capital Management
Ohio
$588K -$89.8K -1,991 -12%
SFWA
1961
Summit Financial Wealth Advisors
Louisiana
$588K +$4.47K +99 +0.7%
ISWM
1962
Independent Solutions Wealth Management
New York
$587K – – –
CFO
1963
CVA Family Office
Colorado
$587K +$16.7K +370 +3%
FWTB
1964
First Western Trust Bank
Colorado
$586K +$615K +13,629 New
TCM
1965
Towercrest Capital Management
Pennsylvania
$584K +$33.8K +750 +6%
BIA
1966
Barry Investment Advisors
Massachusetts
$583K +$3.7K +82 +0.6%
ACP
1967
Aviance Capital Partners
Florida
$582K -$20.1K -446 -3%
WB
1968
West Bancorporation
Iowa
$581K +$12.3K +272 +2%
EFM
1969
E Fund Management
China
$579K -$84.4K -1,870 -12%
EHAM
1970
Eagle Harbor Asset Management
Washington
$579K – – –
BFC
1971
Bedel Financial Consulting
Indiana
$577K -$69.5K -1,541 -10%
NG
1972
Northstar Group
New York
$577K +$45 +1 +0%
CI
1973
Cavalier Investments
Georgia
$577K +$46.3K +1,027 +8%
AC
1974
Avestar Capital
New York
$577K +$70.9K +1,571 +13%
XS
1975
XR Securities
Illinois
$577K +$631K +13,992 New
77 78
79
80 81