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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
SC
1951
Sawyer & Company
Massachusetts
$486K +$2.82K +82 +0.6%
WIM
1952
Westside Investment Management
California
$485K -$20.7K -600 -1%
CST
1953
Charles Schwab Trust
Nevada
$485K +$42.1K +1,222 +9%
PG
1954
Patten Group
Tennessee
$482K +$28.1K +815 +6%
BWA
1955
Brave Warrior Advisors
New York
$481K – – –
GC
1956
Gratus Capital
Georgia
$481K +$3.93K +114 +0.8%
TCM
1957
Triumph Capital Management
Colorado
$481K +$500K +14,521 New
TNAM
1958
Terra Nova Asset Management
New York
$481K +$3.69K +107 +0.7%
KTC
1959
Kistler-Tiffany Companies
Pennsylvania
$480K +$170K +4,936 +52%
BIA
1960
Barry Investment Advisors
Massachusetts
$477K +$1.86K +54 +0.4%
EBT
1961
Enterprise Bank & Trust
Massachusetts
$477K +$7.75K +225 +2%
AHB
1962
Abner Herrman & Brock
New Jersey
$477K +$2.72K +79 +0.6%
TA
1963
TrueWealth Advisors
Alabama
$476K +$517 +15 +0.1%
TPWM
1964
Twelve Points Wealth Management
Massachusetts
$476K – – –
SFG
1965
SNS Financial Group
Minnesota
$476K +$22.4K +650 +5%
NG
1966
Northstar Group
New York
$476K +$43.1K +1,252 +10%
CA
1967
Calton & Associates
Florida
$475K +$494K +14,355 New
HAS
1968
HBW Advisory Services
California
$474K +$86.6K +2,513 +21%
DWM
1969
Defined Wealth Management
Oregon
$474K -$1.83K -53 -0.4%
WP
1970
WealthShield Partners
North Carolina
$473K -$34 -1 -0%
SFWA
1971
Summit Financial Wealth Advisors
Louisiana
$472K – – –
ZIG
1972
Zullo Investment Group
Pennsylvania
$471K +$11.5K +334 +2%
GC
1973
Gilbert & Cook
Iowa
$470K +$5.51K +160 +1%
TCM
1974
Towercrest Capital Management
Pennsylvania
$470K – – –
SL
1975
Salomon & Ludwin
Virginia
$469K +$488K +14,172 New
77 78
79
80 81