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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
ATWA
2101
Arbor Trust Wealth Advisors
Michigan
$322K -$31.2K -775 -9%
IAP
2102
Indie Asset Partners
Indiana
$322K – – –
IC
2103
Inverness Counsel
New York
$322K +$4.43K +110 +1%
TCB
2104
Texas Capital Bancshares
Texas
$321K -$524 -13 -0.2%
IFS
2105
Ifrah Financial Services
Arkansas
$321K – – –
PI
2106
Pettee Investors
Connecticut
$321K – – –
PWAC
2107
Private Wealth Advisors (California)
California
$321K +$685 +17 +0.2%
HVP
2108
Hudson Value Partners
Florida
$320K -$36.7K -911 -11%
NCM
2109
Narwhal Capital Management
Georgia
$318K -$26.2K -650 -8%
BCFS
2110
Butensky & Cohen Financial Security
Florida
$318K – – –
AIM
2111
Allen Investment Management
New York
$318K +$302K +7,498 New
TCOO
2112
Trust Company of Oklahoma
Oklahoma
$317K -$10.1K -250 -3%
IP
2113
Investment Partners
Ohio
$317K +$443 +11 +0.1%
SCA
2114
STALEY CAPITAL ADVISERS
Pennsylvania
$316K -$8.06K -200 -3%
TWM
2115
TriaGen Wealth Management
California
$316K – – –
APWA
2116
Atlas Private Wealth Advisors
New Jersey
$315K -$15.5K -385 -5%
VBFG
2117
Vishria Bird Financial Group
Tennessee
$315K -$3.87K -96 -1%
FP
2118
Fiduciary Planning
Florida
$315K +$299K +7,426 New
HFAS
2119
Hummer Financial Advisory Services
Illinois
$314K – – –
MAG
2120
Mayfair Advisory Group
Alabama
$314K +$54.6K +1,356 +23%
NIM
2121
Nexus Investment Management
Ontario, Canada
$312K – – –
MPCG
2122
Matrix Private Capital Group
New York
$312K +$12.2K +302 +4%
QCM
2123
Quest Capital Management
Texas
$311K -$17.1K -424 -5%
B
2124
Bridgeworth
Alabama
$311K +$483 +12 +0.2%
KLI
2125
Kelman-Lazarov Inc
Tennessee
$310K – – –
83 84
85
86 87