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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
AFAS
1951
Acorn Financial Advisory Services
Virginia
$433K +$44.3K +1,341 +10%
TIA
1952
Tiemann Investment Advisors
California
$433K -$42.9K -1,300 -8%
FMP
1953
Financial Management Professionals
Texas
$432K -$2.11K -64 -0.4%
CIC
1954
Crawford Investment Counsel
Georgia
$430K -$151K -4,572 -23%
EWA
1955
Encompass Wealth Advisors
Oregon
$429K +$99 +3 +0%
WA
1956
WESPAC Advisors
California
$428K -$491K -14,888 -50%
CIA
1957
Cape Investment Advisory
Georgia
$428K +$494K +14,955 New
LNB
1958
Ledyard National Bank
$427K +$75.2K +2,279 +18%
AWM
1959
Angeles Wealth Management
California
$426K +$48K +1,453 +11%
VAFP
1960
Vahanian & Associates Financial Planning
New York
$426K +$74.3K +2,250 +18%
RHAM
1961
Round Hill Asset Management
California
$425K – – –
SAM
1962
Summit Asset Management
Tennessee
$425K +$85.8K +2,600 +21%
RCA
1963
Ranch Capital Advisors
Florida
$424K +$86.5K +2,619 +21%
FWCM
1964
Ferguson Wellman Capital Management
Oregon
$424K -$28.7K -870 -6%
BWCS
1965
Beirne Wealth Consulting Services
Connecticut
$424K +$26.7K +809 +6%
CCB
1966
Cutter & Co Brokerage
Missouri
$423K -$63.7K -1,929 -12%
TPWM
1967
Twelve Points Wealth Management
Massachusetts
$421K +$12.2K +370 +3%
FMN
1968
Financial Management Network
California
$421K +$6.4K +194 +1%
CA
1969
Crumly & Associates
Illinois
$420K +$485K +14,700 New
CWM
1970
Cahaba Wealth Management
Georgia
$420K +$106K +3,217 +28%
ABLA
1971
Alan B. Lancz & Associates
Ohio
$420K – – –
OTL
1972
Oak Thistle LLC
New York
$419K +$483K +14,645 New
IBOK
1973
Independence Bank of Kentucky
Kentucky
$418K +$74.8K +2,265 +18%
CWS
1974
Cypress Wealth Services
California
$417K +$21.4K +648 +5%
GC
1975
Gilbert & Cook
Iowa
$417K +$12K +365 +3%
77 78
79
80 81