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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
WFA
2351
WJ Financial Advisors
Connecticut
$613K +$85.6K +1,620 +17%
FCM
2352
Fire Capital Management
California
$613K -$3.54K -67 -0.6%
CFP
2353
Cascade Financial Partners
California
$613K – – –
FVWA
2354
Foster Victor Wealth Advisors
South Carolina
$612K -$6.18K -117 -1%
MSR
2355
Main Street Research
Connecticut
$611K -$75.1K -1,420 -11%
KTC
2356
Kentucky Trust Company
Kentucky
$611K -$3.49K -66 -0.6%
PAM
2357
PVG Asset Management
Colorado
$609K +$336K +6,361 +135%
ACA
2358
Affinity Capital Advisors
California
$607K +$56K +1,060 +11%
CAM
2359
Cozad Asset Management
Illinois
$607K -$11.9K -225 -2%
RWM
2360
Revisor Wealth Management
Ohio
$606K +$238K +4,500 +66%
VNA
2361
Valley National Advisers
Pennsylvania
$606K +$6.66K +126 +1%
LNB
2362
Ledyard National Bank
$606K +$3.28K +62 +0.6%
BWCS
2363
Beirne Wealth Consulting Services
Connecticut
$605K -$398K -7,534 -41%
SIA
2364
Strategic Investment Advisors
Michigan
$603K +$33.7K +638 +6%
WAOTB
2365
Wealth Advisors of Tampa Bay
Florida
$602K -$13.2K -250 -2%
MSWM
2366
Mowery & Schoenfeld Wealth Management
Illinois
$602K +$29.9K +566 +5%
NCTC
2367
New Covenant Trust Company
Indiana
$601K -$10.3K -195 -2%
EIA
2368
Edgemoor Investment Advisors
Maryland
$601K -$19.8K -375 -3%
BWFA
2369
Baltimore-Washington Financial Advisors
Maryland
$601K +$21.8K +412 +4%
AIS
2370
Advocate Investing Services
Maryland
$600K +$577K +10,917 New
MAM
2371
MMA Asset Management
Pennsylvania
$600K +$32.1K +608 +6%
FPCP
2372
Fort Point Capital Partners
California
$600K +$218K +4,116 +56%
NA
2373
Navellier & Associates
Nevada
$600K -$372K -7,044 -39%
ICP
2374
Impact Capital Partners
Colorado
$599K +$23.8K +451 +4%
PCA
2375
Prosperity Capital Advisors
Ohio
$599K -$108K -2,039 -16%
93 94
95
96 97