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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
BFIM
2101
Beese Fulmer Investment Management
Ohio
$308K – – –
B
2102
Bridgeworth
Alabama
$308K +$6.28K +182 +2%
CCM
2103
Chickasaw Capital Management
Tennessee
$307K – – –
TCB
2104
Texas Capital Bancshares
Texas
$307K – – –
TCOO
2105
Trust Company of Oklahoma
Oklahoma
$307K -$192K -5,570 -41%
CAM
2106
Cozad Asset Management
Illinois
$306K – – –
LF
2107
LifeSteps Financial
California
$306K – – –
WW
2108
Westshore Wealth
California
$305K +$272K +7,894 New
CIM
2109
Confluence Investment Management
Missouri
$304K -$54.2K -1,572 -17%
IC
2110
Inverness Counsel
New York
$303K -$4.93K -143 -2%
KJHP
2111
K.J. Harrison & Partners
Ontario, Canada
$303K -$1.73K -50 -0.6%
MFGP
2112
Marshall Financial Group (Pennsylvania)
Pennsylvania
$301K +$1.21K +35 +0.5%
MA
2113
MJP Associates
Connecticut
$300K +$26.9K +779 +11%
BSA
2114
Bull Street Advisors
Georgia
$299K -$2.42K -70 -0.9%
AFA
2115
Atlanta Financial Associates
Georgia
$299K – – –
BIA
2116
Bigelow Investment Advisors
Maine
$299K +$266K +7,722 New
RTS
2117
Round Table Services
New Jersey
$298K +$266K +7,710 New
TWM
2118
TriaGen Wealth Management
California
$297K – – –
BL
2119
BFSG LLC
California
$296K +$264K +7,662 New
RG
2120
Retirement Group
California
$295K -$15.1K -438 -5%
GKWIM
2121
Gerber Kawasaki Wealth & Investment Management
California
$295K +$263K +7,630 New
IAP
2122
Indie Asset Partners
Indiana
$294K -$1.73K -50 -0.7%
AGA
2123
Arkos Global Advisors
Texas
$294K +$6.14K +178 +2%
RWP
2124
Ridgecrest Wealth Partners
California
$294K +$262K +7,600 New
VA
2125
Valmark Advisers
Ohio
$294K +$262K +7,600 New
83 84
85
86 87