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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
KIA
1951
Knollwood Investment Advisory
Maryland
$621K – – –
CPWA
1952
Cerro Pacific Wealth Advisors
California
$620K – – –
FFA
1953
Florida Financial Advisors
Florida
$619K +$95.1K +2,374 +18%
NHT
1954
New Hampshire Trust
New Hampshire
$619K -$228K -5,690 -27%
FCFC
1955
First Citizens Financial Corp
Iowa
$619K -$1.8K -45 -0.3%
SIA
1956
SkyView Investment Advisors
New Jersey
$619K +$25.9K +645 +4%
EBT
1957
Enterprise Bank & Trust
Massachusetts
$618K – – –
PWAC
1958
Private Wealth Advisors (California)
California
$617K -$8.1K -202 -1%
EFSCE
1959
Enterprise Financial Services Corp (EFSC)
Missouri
$616K -$13.8K -344 -2%
GFG
1960
Goldstone Financial Group
Illinois
$615K +$116K +2,895 +23%
DW30
1961
Drucker Wealth 3.0
New Jersey
$615K +$22.2K +554 +4%
VCM
1962
Virtue Capital Management
Tennessee
$614K -$29.3K -731 -5%
ZIG
1963
Zuckerman Investment Group
Illinois
$614K -$1.59M -39,599 -72%
AA
1964
Addison Advisors
Vermont
$613K -$12.2K -304 -2%
AAP
1965
Arax Advisory Partners
Colorado
$613K +$21.4K +534 +4%
YIA
1966
YHB Investment Advisors
Connecticut
$610K -$109K -2,717 -15%
IVP
1967
Intrinsic Value Partners
Arizona
$610K -$717K -17,900 -54%
GIA
1968
Guyasuta Investment Advisors
Pennsylvania
$609K +$32.1K +801 +6%
FM
1969
Foster & Motley
Ohio
$608K +$802 +20 +0.1%
BMMM
1970
Boston Mountain Money Management
Arkansas
$608K – – –
OWA
1971
Opal Wealth Advisors
New York
$606K +$42.1K +1,050 +7%
AG
1972
Algert Global
California
$606K +$612K +15,266 New
PCMC
1973
Private Capital Management (Colorado)
Colorado
$605K +$403K +10,067 +195%
SWM
1974
Selective Wealth Management
Virginia
$604K -$9.58K -239 -2%
EWA
1975
Encompass Wealth Advisors
Oregon
$604K +$80 +2 +0%
77 78
79
80 81