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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
TC
2076
Tacita Capital
Ontario, Canada
$340K – – –
AWM
2077
Avondale Wealth Management
Texas
$340K +$322K +8,000 New
PIA
2078
Pinion Investment Advisors
Kansas
$339K +$28.4K +705 +10%
PWM
2079
Prentice Wealth Management
New York
$338K -$3.46K -86 -1%
ACP
2080
Aveo Capital Partners
Colorado
$337K +$11.7K +290 +4%
ST
2081
Sabal Trust
Florida
$337K +$15.6K +388 +5%
PG
2082
Patten Group
Tennessee
$336K -$59.8K -1,485 -16%
CCM
2083
Chickasaw Capital Management
Tennessee
$336K – – –
CAM
2084
Cozad Asset Management
Illinois
$336K – – –
KJHP
2085
K.J. Harrison & Partners
Ontario, Canada
$335K – – –
F
2086
F3Logic
Minnesota
$335K +$20.5K +509 +7%
NCM
2087
Nelson Capital Management
California
$334K -$80.6K -2,000 -20%
OAM
2088
Oak Asset Management
California
$333K -$2.01K -50 -0.7%
MFGP
2089
Marshall Financial Group (Pennsylvania)
Pennsylvania
$333K +$1.45K +36 +0.5%
RG
2090
Retirement Group
California
$332K +$8.54K +212 +3%
BL
2091
BFSG LLC
California
$331K +$314K +7,794 New
RB
2092
Renasant Bank
Mississippi
$329K -$5.08K -126 -2%
BSA
2093
Bull Street Advisors
Georgia
$328K – – –
CCA
2094
Column Capital Advisors
Indiana
$327K +$363 +9 +0.1%
QC
2095
QCM Cayman
Texas
$327K +$310K +7,706 New
NSB
2096
Norway Savings Bank
Maine
$326K -$10.1K -250 -3%
FWM
2097
ForthRight Wealth Management
Georgia
$326K +$309K +7,668 New
BWM
2098
BCS Wealth Management
Tennessee
$325K – – –
VCM
2099
Violich Capital Management
California
$325K +$8.06K +200 +3%
BWM
2100
BT Wealth Management
Georgia
$325K +$9.06K +225 +3%
82 83
84
85 86