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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
TCOO
1951
Trust Company of Oklahoma
Oklahoma
$846K +$271K +5,258 +43%
GAM
1952
Grandview Asset Management
Pennsylvania
$846K -$4.8K -93 -0.5%
MFC
1953
Mechanics Financial Corp
Ohio
$843K -$60K -1,162 -6%
MIA
1954
MeadowBrook Investment Advisors
Michigan
$841K -$27.9K -540 -3%
AIIMS
1955
Analyst IMS Investment Management Services
Israel
$840K +$30.1K +584 +4%
MAC
1956
Mason & Associates (California)
California
$840K -$44.6K -865 -5%
PCMNC
1957
Piedmont Capital Management (North Carolina)
North Carolina
$839K – – –
QFW
1958
QTR Family Wealth
Florida
$838K -$12.3K -238 -1%
CC
1959
Chicago Capital
Illinois
$837K +$10.7K +207 +1%
HWA
1960
HHM Wealth Advisors
Tennessee
$837K +$88.5K +1,716 +11%
BBA
1961
BLB&B Advisors
Pennsylvania
$836K -$59.2K -1,147 -6%
WFI
1962
West Family Investments
California
$836K -$415K -8,037 -32%
CPSC
1963
Carl P. Sherr & Co
Massachusetts
$835K -$27.6K -535 -3%
JWA
1964
JFS Wealth Advisors
Pennsylvania
$831K -$148K -2,869 -14%
OWM
1965
OneAscent Wealth Management
Alabama
$830K -$10.4K -202 -1%
FWP
1966
Firethorn Wealth Partners
Georgia
$830K -$29.4K -569 -3%
ACM
1967
Alessandra Capital Management
California
$829K – – –
NCM
1968
Nearwater Capital Markets
Ireland
$829K -$79.1M -1,533,000 -99%
CIR
1969
Clear Investment Research
Georgia
$827K – – –
BFS
1970
Burkett Financial Services
South Carolina
$825K -$80.8K -1,566 -8%
RP
1971
Rice Partnership
Hawaii
$823K +$159K +3,076 +22%
DDPIC
1972
Deroy & Devereaux Private Investment Counsel
Michigan
$823K – – –
OWA
1973
One Wealth Advisors
California
$822K – – –
VCAM
1974
Van Cleef Asset Management
Ohio
$822K – – –
SFWA
1975
Summit Financial Wealth Advisors
Louisiana
$819K +$47.6K +923 +6%
77 78
79
80 81