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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
TDB
2201
Thompson David Blair
$538K +$538K +12,232 New
PCA
2202
Purkiss Capital Advisors
Connecticut
$538K +$538K +12,231 New
WCM
2203
Weik Capital Management
Pennsylvania
$538K – – –
PP
2204
Patron Partners
Texas
$536K -$6.6K -150 -1%
MAWCM
2205
Mine & Arao Wealth Creation & Management
California
$534K -$5.46K -124 -1%
SPWM
2206
Schrum Private Wealth Management
Florida
$534K -$511K -11,622 -49%
KF
2207
KKM Financial
Illinois
$534K -$674K -15,315 -56%
TWM
2208
Tradition Wealth Management
Minnesota
$533K -$15.5K -352 -3%
MAM
2209
Montchanin Asset Management
Delaware
$532K – – –
UCB
2210
United Community Bank
South Carolina
$531K +$3.74K +85 +0.7%
MAM
2211
MMA Asset Management
Pennsylvania
$531K +$531K +12,080 New
RMP
2212
Richards, Merrill & Peterson
Washington
$531K +$531K +12,072 New
DA
2213
Drake & Associates
Wisconsin
$530K -$42.2K -960 -8%
AWG
2214
Altus Wealth Group
Colorado
$530K +$6.47K +147 +1%
WPW
2215
Warther Private Wealth
Ohio
$528K -$916K -20,823 -63%
HKIM
2216
Hayek Kallen Investment Management
Alabama
$528K +$10.3K +233 +2%
SIC
2217
Sigma Investment Counselors
Michigan
$527K – – –
TIA
2218
Traphagen Investment Advisors
New Jersey
$527K +$55.3K +1,257 +12%
MUAMU
2219
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$527K -$660K -15,000 -56%
HBW
2220
Hazlett, Burt & Watson
West Virginia
$527K -$22K -500 -4%
RPWA
2221
Regent Peak Wealth Advisors
Georgia
$526K +$49.1K +1,116 +10%
CIM
2222
CIM Investment Management
Pennsylvania
$526K -$3.78K -86 -0.7%
CWM
2223
Cahaba Wealth Management
Georgia
$525K +$1.06K +24 +0.2%
MLA
2224
My Legacy Advisors
Oregon
$523K +$41.4K +940 +9%
SAM
2225
S.A. Mason
Michigan
$523K -$207K -4,698 -28%
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