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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
ECM
2376
Evolution Capital Management
Nevada
$248K +$258K +7,500 New
AIA
2377
Acute Investment Advisory
Arizona
$248K +$258K +7,498 New
BSA
2378
Bull Street Advisors
Georgia
$248K – – –
MCA
2379
Magnolia Capital Advisors
Mississippi
$248K +$258K +7,492 New
CSC
2380
Caldwell Sutter Capital
California
$248K +$258K +7,487 New
HCA
2381
Heck Capital Advisors
Wisconsin
$247K +$3.89K +113 +2%
GIP
2382
Granite Investment Partners
California
$247K -$612K -17,779 -70%
NSB
2383
Norway Savings Bank
Maine
$247K – – –
KWMG
2384
King Wealth Management Group
Florida
$247K -$276K -8,000 -52%
VBFG
2385
Vishria Bird Financial Group
Tennessee
$247K – – –
WTFG
2386
Wells Trecaso Financial Group
Ohio
$246K +$207 +6 +0.1%
DBIA
2387
Dumont & Blake Investment Advisors
New Jersey
$246K +$4.89K +142 +2%
TBC
2388
Ted Buchan & Co
California
$246K +$256K +7,418 New
SG
2389
Sharper & Granite
California
$246K +$255K +7,416 New
HAIM
2390
Hunter Associates Investment Management
Pennsylvania
$245K -$51.7K -1,500 -17%
SWA
2391
SFMG Wealth Advisors
Texas
$245K – – –
MPCG
2392
Matrix Private Capital Group
New York
$244K -$13.5K -391 -5%
JWA
2393
JFS Wealth Advisors
Pennsylvania
$244K -$9.58K -278 -4%
OPTFSNA
2394
Old Point Trust & Financial Services N A
Virginia
$244K -$46.5K -1,351 -16%
ACA
2395
Ackerman Capital Advisors
Texas
$243K – – –
MFG
2396
Monte Financial Group
Connecticut
$243K +$252K +7,324 New
NWA
2397
Navis Wealth Advisors
New York
$242K – – –
FAFN
2398
First Affirmative Financial Network
Colorado
$242K +$251K +7,294 New
PS
2399
Planned Solutions
California
$240K – – –
IFO
2400
Independent Family Office
New York
$239K -$43.1K -1,250 -15%
94 95
96
97 98