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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
PC
2176
Port Capital
Illinois
$260K -$132K -3,824 -36%
CCM
2177
Chiron Capital Management
Florida
$260K -$29.3K -850 -11%
IIC
2178
Integrated Investment Consultants
Michigan
$260K – – –
SCM
2179
SKBA Capital Management
California
$260K – – –
VCM
2180
Versant Capital Management
Arizona
$260K +$449 +13 +0.2%
WA
2181
WP Advisors
California
$260K +$1.1K +32 +0.5%
CWM
2182
Chesapeake Wealth Management
Virginia
$259K – – –
PCMC
2183
Paragon Capital Management (Colorado)
Colorado
$258K – – –
FFWM
2184
Future Financial Wealth Management
Ohio
$257K +$173 +5 +0.1%
NCM
2185
Noesis Capital Mangement
Florida
$257K +$229K +6,641 New
KFS
2186
Kaizen Financial Strategies
California
$256K -$17K -493 -7%
UC
2187
Unio Capital
New Jersey
$255K – – –
HBT
2188
Hills Bank & Trust
Iowa
$254K -$3.8K -110 -2%
VC
2189
Veery Capital
Delaware
$254K +$226K +6,555 New
WCWM
2190
Willow Creek Wealth Management
California
$254K +$226K +6,556 New
AAIM
2191
Asset Advisors Investment Management
Georgia
$252K +$217K +6,300 New
JGIA
2192
Jackson Grant Investment Advisers
Connecticut
$251K +$47.9K +1,389 +27%
SEP
2193
Southland Equity Partners
Missouri
$250K +$223K +6,463 New
PAM
2194
Peak Asset Management
Colorado
$249K +$222K +6,430 New
FA
2195
Faithward Advisors
Pennsylvania
$249K +$223K +6,448 New
GPA
2196
Guidance Point Advisors
Massachusetts
$249K +$223K +6,453 New
IF
2197
Intrua Financial
Texas
$248K -$43.9K -1,273 -17%
GC
2198
Garde Capital
Washington
$248K +$39.7K +1,151 +22%
EA
2199
Elm Advisors
California
$247K – – –
PWAG
2200
Polaris Wealth Advisory Group
California
$245K +$211K +6,127 New
86 87
88
89 90