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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
VWM
1951
Venturi Wealth Management
Texas
$571K +$5.36K +156 +1%
AFG
1952
Altiora Financial Group
Ohio
$569K – – –
UM
1953
Ulysses Management
New York
$569K +$515K +15,000 New
BL
1954
Balentine LLC
Georgia
$568K +$202K +5,870 +64%
CWA
1955
CM Wealth Advisors
Ohio
$568K +$515K +15,000 New
AA
1956
Addison Advisors
Vermont
$565K +$19.3K +563 +4%
CNBTD
1957
Citizens National Bank Trust Department
Mississippi
$565K -$37.8K -1,100 -7%
ZIG
1958
Zullo Investment Group
Pennsylvania
$562K -$14.4K -419 -3%
ALAM
1959
Asahi Life Asset Management
Japan
$562K -$31.2K -910 -6%
GDP
1960
Great Diamond Partners
Maine
$559K +$26.5K +773 +6%
TCM
1961
Towercrest Capital Management
Pennsylvania
$558K – – –
VW
1962
Vance Wealth
California
$556K -$26.7K -777 -5%
LFP
1963
Lakeshore Financial Planning
Michigan
$555K +$99.4K +2,895 +25%
VV
1964
Verity & Verity
South Carolina
$554K -$425K -12,376 -46%
SL
1965
Summitry LLC
California
$554K -$249K -7,244 -33%
KFP
1966
KMG Fiduciary Partners
Ohio
$553K -$140K -4,089 -22%
KIG
1967
Kowal Investment Group
Wisconsin
$553K +$87.5K +2,548 +21%
WFAG
1968
Wescott Financial Advisory Group
Pennsylvania
$551K -$2.16K -63 -0.4%
FVWA
1969
Foster Victor Wealth Advisors
South Carolina
$551K -$74.7K -2,175 -13%
MFG
1970
Menard Financial Group
Texas
$551K -$232K -6,747 -32%
FW
1971
FirstPurpose Wealth
Utah
$549K -$13.8K -403 -3%
BDFN
1972
Bond & Devick Financial Network
Minnesota
$549K – – –
MCA
1973
MSH Capital Advisors
Arizona
$547K -$82.4K -2,400 -14%
SSWM
1974
Sheets Smith Wealth Management
North Carolina
$547K +$206 +6 +0%
LIM
1975
Leavell Investment Management
Alabama
$547K -$172 -5 -0%
77 78
79
80 81